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
$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
+$1.08M

Top Sells

1
+$1.25M
2
+$677K
3
+$638K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$626K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$182K

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
MEDP icon
476
Medpace
MEDP
$14.8B
$3.33K ﹤0.01%
7
CTSH icon
477
Cognizant
CTSH
$32.3B
$3.32K ﹤0.01%
46
-1
FSLR icon
478
First Solar
FSLR
$24.9B
$3.32K ﹤0.01%
17
+2
THC icon
479
Tenet Healthcare
THC
$17.7B
$3.32K ﹤0.01%
18
FUN icon
480
Cedar Fair
FUN
$2.11B
$3.29K ﹤0.01%
145
-1
VRSN icon
481
VeriSign
VRSN
$24.7B
$3.28K ﹤0.01%
12
TTWO icon
482
Take-Two Interactive
TTWO
$48.2B
$3.27K ﹤0.01%
14
-1
GEN icon
483
Gen Digital
GEN
$16.3B
$3.26K ﹤0.01%
108
-1
EQH icon
484
Equitable Holdings
EQH
$14.2B
$3.25K ﹤0.01%
61
-1
ACM icon
485
Aecom
ACM
$17.3B
$3.25K ﹤0.01%
26
VEEV icon
486
Veeva Systems
VEEV
$46.5B
$3.23K ﹤0.01%
12
WWD icon
487
Woodward
WWD
$14.8B
$3.21K ﹤0.01%
13
+3
RF icon
488
Regions Financial
RF
$21B
$3.21K ﹤0.01%
117
EFX icon
489
Equifax
EFX
$28B
$3.2K ﹤0.01%
13
ETR icon
490
Entergy
ETR
$42.8B
$3.17K ﹤0.01%
36
CRS icon
491
Carpenter Technology
CRS
$11.9B
$3.13K ﹤0.01%
13
CF icon
492
CF Industries
CF
$13.5B
$3.12K ﹤0.01%
36
-1
XYL icon
493
Xylem
XYL
$35.5B
$3.12K ﹤0.01%
22
DECK icon
494
Deckers Outdoor
DECK
$14.8B
$3.11K ﹤0.01%
26
-2
VSS icon
495
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$3.09K ﹤0.01%
+22
GL icon
496
Globe Life
GL
$10.9B
$3.08K ﹤0.01%
22
-3
WCC icon
497
WESCO International
WCC
$10.4B
$3.08K ﹤0.01%
14
AN icon
498
AutoNation
AN
$8.1B
$3.07K ﹤0.01%
14
FCX icon
499
Freeport-McMoran
FCX
$59.1B
$3.06K ﹤0.01%
69
+5
MNST icon
500
Monster Beverage
MNST
$68.6B
$3.06K ﹤0.01%
49
+2
18 19
20
21 22