DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.41M
3
+$2.19M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.47M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.07M

Top Sells

1
+$1.25M
2
+$651K
3
+$632K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$618K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$180K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.55%
3 Financials 0.43%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NATL icon
276
NCR Atleos
NATL
$3.25B
$9.47K ﹤0.01%
239
MSA icon
277
Mine Safety
MSA
$6.87B
$9.38K ﹤0.01%
55
SPGI icon
278
S&P Global
SPGI
$126B
$9.32K ﹤0.01%
17
BBY icon
279
Best Buy
BBY
$13.1B
$9.19K ﹤0.01%
125
CHTR icon
280
Charter Communications
CHTR
$27.6B
$9.03K ﹤0.01%
34
VRTX icon
281
Vertex Pharmaceuticals
VRTX
$119B
$8.99K ﹤0.01%
23
-2
YUMC icon
282
Yum China
YUMC
$18.6B
$8.94K ﹤0.01%
200
ADBE icon
283
Adobe
ADBE
$102B
$8.92K ﹤0.01%
25
-3
EXC icon
284
Exelon
EXC
$51B
$8.91K ﹤0.01%
204
-2
BSCS icon
285
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$8.9K ﹤0.01%
433
SCHF icon
286
Schwab International Equity ETF
SCHF
$57.4B
$8.49K ﹤0.01%
+374
SRE icon
287
Sempra
SRE
$62.1B
$8.42K ﹤0.01%
102
-1
BMY icon
288
Bristol-Myers Squibb
BMY
$120B
$8.4K ﹤0.01%
178
-6
AZO icon
289
AutoZone
AZO
$58.9B
$8.4K ﹤0.01%
2
TER icon
290
Teradyne
TER
$44.8B
$8.4K ﹤0.01%
71
PIPR icon
291
Piper Sandler
PIPR
$5.03B
$8.35K ﹤0.01%
25
RITM icon
292
Rithm Capital
RITM
$5.25B
$8.29K ﹤0.01%
670
GM icon
293
General Motors
GM
$65.4B
$8.2K ﹤0.01%
140
CTAS icon
294
Cintas
CTAS
$77.7B
$8.19K ﹤0.01%
39
GWW icon
295
W.W. Grainger
GWW
$50.9B
$8.11K ﹤0.01%
8
EME icon
296
Emcor
EME
$31.6B
$8.06K ﹤0.01%
13
IAT icon
297
iShares US Regional Banks ETF
IAT
$555M
$8K ﹤0.01%
148
APH icon
298
Amphenol
APH
$165B
$7.95K ﹤0.01%
73
QQEW icon
299
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.64B
$7.89K ﹤0.01%
58
UAL icon
300
United Airlines
UAL
$28B
$7.77K ﹤0.01%
74
+4
10 11
12
13 14