DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHEL icon
451
Shell
SHEL
$213B
$3.52K ﹤0.01%
50
STT icon
452
State Street
STT
$34B
$3.51K ﹤0.01%
33
NUE icon
453
Nucor
NUE
$37.2B
$3.5K ﹤0.01%
27
LYV icon
454
Live Nation Entertainment
LYV
$32.4B
$3.48K ﹤0.01%
23
EQH icon
455
Equitable Holdings
EQH
$13.2B
$3.48K ﹤0.01%
62
-1
VRSN icon
456
VeriSign
VRSN
$23B
$3.47K ﹤0.01%
12
COPX icon
457
Global X Copper Miners ETF NEW
COPX
$3.68B
$3.46K ﹤0.01%
77
VEEV icon
458
Veeva Systems
VEEV
$39.8B
$3.46K ﹤0.01%
12
UTHR icon
459
United Therapeutics
UTHR
$20.9B
$3.45K ﹤0.01%
12
+1
EWBC icon
460
East-West Bancorp
EWBC
$15B
$3.43K ﹤0.01%
34
LH icon
461
Labcorp
LH
$21.7B
$3.41K ﹤0.01%
13
-1
CF icon
462
CF Industries
CF
$12.5B
$3.4K ﹤0.01%
37
EFX icon
463
Equifax
EFX
$25.9B
$3.37K ﹤0.01%
13
+2
CRH icon
464
CRH
CRH
$81B
$3.31K ﹤0.01%
36
+8
MLM icon
465
Martin Marietta Materials
MLM
$37.3B
$3.29K ﹤0.01%
6
MOH icon
466
Molina Healthcare
MOH
$7.74B
$3.28K ﹤0.01%
11
+5
CLH icon
467
Clean Harbors
CLH
$12.6B
$3.24K ﹤0.01%
14
+1
SSNC icon
468
SS&C Technologies
SSNC
$21.4B
$3.23K ﹤0.01%
39
-1
MO icon
469
Altria Group
MO
$97.9B
$3.23K ﹤0.01%
55
-1,897
GEN icon
470
Gen Digital
GEN
$16.6B
$3.21K ﹤0.01%
109
-5
NTAP icon
471
NetApp
NTAP
$23B
$3.2K ﹤0.01%
30
+2
THC icon
472
Tenet Healthcare
THC
$18.6B
$3.17K ﹤0.01%
18
+2
OC icon
473
Owens Corning
OC
$9.21B
$3.16K ﹤0.01%
23
SOFI icon
474
SoFi Technologies
SOFI
$35.6B
$3.15K ﹤0.01%
173
-16
EW icon
475
Edwards Lifesciences
EW
$49.8B
$3.13K ﹤0.01%
40
+4
17 18
19
20 21