DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$842M
This Quarter Return
+8.89%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$704M
AUM Growth
–
Cap. Flow
+$704M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.32%
Holding
1,389
New
1,389
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$93.9M |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
$70.2M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$67.7M |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
$50.9M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$43.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.69% |
| 2 | Financials | 0.21% |
| 3 | Industrials | 0.11% |
| 4 | Healthcare | 0.11% |
| 5 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Zimmer Biomet
ZBH
$20.7B
| $1.83K | ﹤0.01% |
+15
| New | +$1.83K |
|
477
AGCO
AGCO
$7.98B
| $1.82K | ﹤0.01% |
+15
| New | +$1.82K |
|
478
Expedia Group
EXPE
$26B
| $1.82K | ﹤0.01% |
+12
| New | +$1.82K |
|
479
A.O. Smith
AOS
$9.91B
| $1.81K | ﹤0.01% |
+22
| New | +$1.81K |
|
480
Masco
MAS
$15.1B
| $1.81K | ﹤0.01% |
+27
| New | +$1.81K |
|
481
Equitable Holdings
EQH
$15.7B
| $1.8K | ﹤0.01% |
+54
| New | +$1.8K |
|
482
Church & Dwight Co
CHD
$22.6B
| $1.8K | ﹤0.01% |
+19
| New | +$1.8K |
|
483
F5
FFIV
$17.6B
| $1.79K | ﹤0.01% |
+10
| New | +$1.79K |
|
484
Knight Transportation
KNX
$7B
| $1.79K | ﹤0.01% |
+31
| New | +$1.79K |
|
485
Monster Beverage
MNST
$61.4B
| $1.79K | ﹤0.01% |
+31
| New | +$1.79K |
|
486
Service Corp International
SCI
$10.9B
| $1.78K | ﹤0.01% |
+26
| New | +$1.78K |
|
487
Molson Coors Class B
TAP
$9.87B
| $1.78K | ﹤0.01% |
+29
| New | +$1.78K |
|
488
Campbell Soup
CPB
$9.85B
| $1.77K | ﹤0.01% |
+41
| New | +$1.77K |
|
489
Insight Enterprises
NSIT
$3.95B
| $1.77K | ﹤0.01% |
+10
| New | +$1.77K |
|
|
ESGR
490
DELISTED
Enstar Group
ESGR
| $1.77K | ﹤0.01% |
+6
| New | +$1.77K |
|
491
Old Republic International
ORI
$9.95B
| $1.76K | ﹤0.01% |
+60
| New | +$1.76K |
|
492
RenaissanceRe
RNR
$11.5B
| $1.76K | ﹤0.01% |
+9
| New | +$1.76K |
|
493
GameStop
GME
$10.4B
| $1.75K | ﹤0.01% |
+100
| New | +$1.75K |
|
494
Ally Financial
ALLY
$12.5B
| $1.75K | ﹤0.01% |
+50
| New | +$1.75K |
|
495
Amcor
AMCR
$19.3B
| $1.75K | ﹤0.01% |
+181
| New | +$1.75K |
|
496
Atmos Energy
ATO
$26.5B
| $1.74K | ﹤0.01% |
+15
| New | +$1.74K |
|
497
Kraft Heinz
KHC
$31.5B
| $1.74K | ﹤0.01% |
+47
| New | +$1.74K |
|
498
Ferguson
FERG
$46.1B
| $1.74K | ﹤0.01% |
+9
| New | +$1.74K |
|
499
Lamb Weston
LW
$7.83B
| $1.73K | ﹤0.01% |
+16
| New | +$1.73K |
|
500
Franklin Resources
BEN
$13.2B
| $1.73K | ﹤0.01% |
+58
| New | +$1.73K |
|