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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
ITT icon
526
ITT
ITT
$16.9B
$2.86K ﹤0.01%
15
ON icon
527
ON Semiconductor
ON
$45.4B
$2.85K ﹤0.01%
46
+5
ES icon
528
Eversource Energy
ES
$25.8B
$2.84K ﹤0.01%
41
ADM icon
529
Archer Daniels Midland
ADM
$38.7B
$2.83K ﹤0.01%
39
+10
AIZ icon
530
Assurant
AIZ
$12.9B
$2.83K ﹤0.01%
13
BWA icon
531
BorgWarner
BWA
$15.3B
$2.82K ﹤0.01%
52
+6
CCK icon
532
Crown Holdings
CCK
$11.1B
$2.81K ﹤0.01%
28
DECK icon
533
Deckers Outdoor
DECK
$15.8B
$2.8K ﹤0.01%
28
+6
HOLX
534
DELISTED
Hologic
HOLX
$2.8K ﹤0.01%
37
NXT icon
535
Nextpower Inc
NXT
$18.3B
$2.77K ﹤0.01%
23
SSNC icon
536
SS&C Technologies
SSNC
$16.3B
$2.77K ﹤0.01%
41
+1
PRI icon
537
Primerica
PRI
$8.79B
$2.76K ﹤0.01%
11
FIVE icon
538
Five Below
FIVE
$11B
$2.74K ﹤0.01%
12
A icon
539
Agilent Technologies
A
$36.7B
$2.74K ﹤0.01%
24
-1
AN icon
540
AutoNation
AN
$6.41B
$2.73K ﹤0.01%
14
LNT icon
541
Alliant Energy
LNT
$18.9B
$2.73K ﹤0.01%
38
SOFI icon
542
SoFi Technologies
SOFI
$21.3B
$2.72K ﹤0.01%
171
-2
ORI icon
543
Old Republic International
ORI
$9.39B
$2.71K ﹤0.01%
68
RMD icon
544
ResMed
RMD
$28.3B
$2.69K ﹤0.01%
12
FNDC icon
545
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$2.69K ﹤0.01%
58
NET icon
546
Cloudflare
NET
$81.1B
$2.68K ﹤0.01%
13
ALLY icon
547
Ally Financial
ALLY
$13.6B
$2.67K ﹤0.01%
68
-2
HII icon
548
Huntington Ingalls Industries
HII
$11.7B
$2.66K ﹤0.01%
7
+2
ALNY icon
549
Alnylam Pharmaceuticals
ALNY
$37.8B
$2.65K ﹤0.01%
8
GBTC icon
550
Grayscale Bitcoin Trust
GBTC
$9.57B
$2.64K ﹤0.01%
50
20 21
22
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