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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.3M
3
+$647K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$377K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$292K

Top Sells

1
+$547K
2
+$485K
3
+$396K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K
5
RKT icon
Rocket Companies
RKT
+$305K

Sector Composition

1 Technology 1.02%
2 Financials 0.55%
3 Consumer Discretionary 0.42%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
351
Marriott International
MAR
$106B
$6.21K ﹤0.01%
19
+1
CME icon
352
CME Group
CME
$97.4B
$6.2K ﹤0.01%
21
WSM icon
353
Williams-Sonoma
WSM
$26.3B
$6.2K ﹤0.01%
34
GEHC icon
354
GE HealthCare
GEHC
$29.6B
$6.19K ﹤0.01%
87
-1
FAST icon
355
Fastenal
FAST
$53.5B
$6.17K ﹤0.01%
133
IYH icon
356
iShares US Healthcare ETF
IYH
$3.08B
$6.16K ﹤0.01%
100
RGA icon
357
Reinsurance Group of America
RGA
$13.8B
$6.13K ﹤0.01%
30
TFC icon
358
Truist Financial
TFC
$64.4B
$6.12K ﹤0.01%
133
+3
MTZ icon
359
MasTec
MTZ
$28.7B
$6.11K ﹤0.01%
19
MMM icon
360
3M
MMM
$82.6B
$6.1K ﹤0.01%
42
+8
MDT icon
361
Medtronic
MDT
$103B
$6.07K ﹤0.01%
70
CHTR icon
362
Charter Communications
CHTR
$17.9B
$6.04K ﹤0.01%
28
VST icon
363
Vistra
VST
$49.9B
$6.01K ﹤0.01%
40
TGT icon
364
Target
TGT
$61.4B
$5.94K ﹤0.01%
49
+38
CBOE icon
365
Cboe Global Markets
CBOE
$30.9B
$5.9K ﹤0.01%
21
TEL icon
366
TE Connectivity
TEL
$61.4B
$5.85K ﹤0.01%
28
TLSA icon
367
Tiziana Life Sciences
TLSA
$140M
$5.85K ﹤0.01%
+5,000
SBUX icon
368
Starbucks
SBUX
$117B
$5.82K ﹤0.01%
65
+3
PHM icon
369
Pultegroup
PHM
$23.5B
$5.76K ﹤0.01%
49
DELL icon
370
Dell
DELL
$256B
$5.66K ﹤0.01%
34
AIG icon
371
American International
AIG
$40.2B
$5.64K ﹤0.01%
75
-1
LITE icon
372
Lumentum
LITE
$71.7B
$5.62K ﹤0.01%
8
PANW icon
373
Palo Alto Networks
PANW
$228B
$5.61K ﹤0.01%
35
-1
SYK icon
374
Stryker
SYK
$120B
$5.59K ﹤0.01%
17
-1
MPWR icon
375
Monolithic Power Systems
MPWR
$77.5B
$5.47K ﹤0.01%
5
13 14
15
16 17