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
XPO icon
551
XPO
XPO
$16.8B
$2.59K ﹤0.01%
20
+1
OTIS icon
552
Otis Worldwide
OTIS
$33.7B
$2.59K ﹤0.01%
30
HLI icon
553
Houlihan Lokey
HLI
$12.6B
$2.59K ﹤0.01%
13
AFG icon
554
American Financial Group
AFG
$11.1B
$2.58K ﹤0.01%
19
AEP icon
555
American Electric Power
AEP
$62.8B
$2.55K ﹤0.01%
23
ITT icon
556
ITT
ITT
$14.1B
$2.55K ﹤0.01%
15
FNDC icon
557
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$2.55K ﹤0.01%
+58
CRWD icon
558
CrowdStrike
CRWD
$128B
$2.54K ﹤0.01%
6
KEY icon
559
KeyCorp
KEY
$21B
$2.54K ﹤0.01%
131
+5
PRCT icon
560
Procept Biorobotics
PRCT
$2B
$2.53K ﹤0.01%
63
BLD icon
561
TopBuild
BLD
$12.3B
$2.52K ﹤0.01%
6
RBLX icon
562
Roblox
RBLX
$67.6B
$2.49K ﹤0.01%
20
+1
NEU icon
563
NewMarket
NEU
$7.2B
$2.48K ﹤0.01%
3
+2
LVS icon
564
Las Vegas Sands
LVS
$44.8B
$2.48K ﹤0.01%
43
+11
MTG icon
565
MGIC Investment
MTG
$6.26B
$2.48K ﹤0.01%
89
LNT icon
566
Alliant Energy
LNT
$16.8B
$2.47K ﹤0.01%
38
-1
SEIC icon
567
SEI Investments
SEIC
$9.93B
$2.47K ﹤0.01%
28
XYZ
568
Block Inc
XYZ
$37.1B
$2.47K ﹤0.01%
31
NXST icon
569
Nexstar Media Group
NXST
$5.73B
$2.46K ﹤0.01%
12
CHRW icon
570
C.H. Robinson
CHRW
$18.6B
$2.45K ﹤0.01%
19
Z icon
571
Zillow
Z
$17.9B
$2.44K ﹤0.01%
29
ON icon
572
ON Semiconductor
ON
$22B
$2.43K ﹤0.01%
49
+39
MAS icon
573
Masco
MAS
$13.1B
$2.42K ﹤0.01%
33
-1
NTNX icon
574
Nutanix
NTNX
$12.8B
$2.42K ﹤0.01%
36
-2
WSO icon
575
Watsco Inc
WSO
$14.1B
$2.42K ﹤0.01%
6
21 22
23
24 25