DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.99M
3
+$4.6M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.44M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$3.43M

Top Sells

1
+$3.39M
2
+$3.21M
3
+$2.52M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.04M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.04M

Sector Composition

1 Technology 1.2%
2 Financials 0.66%
3 Consumer Discretionary 0.43%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTG icon
551
MGIC Investment
MTG
$5.67B
$2.6K ﹤0.01%
89
BURL icon
552
Burlington
BURL
$19.5B
$2.6K ﹤0.01%
9
-1
HAL icon
553
Halliburton
HAL
$28.7B
$2.6K ﹤0.01%
92
+53
AFG icon
554
American Financial Group
AFG
$10.8B
$2.6K ﹤0.01%
19
FIS icon
555
Fidelity National Information Services
FIS
$25.8B
$2.59K ﹤0.01%
39
-3
FNDC icon
556
Schwab Fundamental International Small Company Index ETF
FNDC
$3.13B
$2.58K ﹤0.01%
58
NET icon
557
Cloudflare
NET
$73.7B
$2.56K ﹤0.01%
13
TPR icon
558
Tapestry
TPR
$29.5B
$2.56K ﹤0.01%
20
+2
SNX icon
559
TD Synnex
SNX
$12.6B
$2.55K ﹤0.01%
17
+1
SANM icon
560
Sanmina
SANM
$6.97B
$2.55K ﹤0.01%
17
NVT icon
561
nVent Electric
NVT
$18.8B
$2.55K ﹤0.01%
25
IVZ icon
562
Invesco
IVZ
$10.5B
$2.55K ﹤0.01%
97
ROL icon
563
Rollins
ROL
$26.7B
$2.52K ﹤0.01%
42
MDB icon
564
MongoDB
MDB
$21.7B
$2.52K ﹤0.01%
6
BLD icon
565
TopBuild
BLD
$10.5B
$2.5K ﹤0.01%
6
DPZ icon
566
Domino's
DPZ
$13.4B
$2.5K ﹤0.01%
6
TRU icon
567
TransUnion
TRU
$13.7B
$2.49K ﹤0.01%
29
+8
GDDY icon
568
GoDaddy
GDDY
$10.9B
$2.48K ﹤0.01%
20
-4
ACM icon
569
Aecom
ACM
$11.8B
$2.48K ﹤0.01%
26
XYZ
570
Block Inc
XYZ
$36.1B
$2.47K ﹤0.01%
38
+7
LNT icon
571
Alliant Energy
LNT
$18.7B
$2.47K ﹤0.01%
38
INCY icon
572
Incyte
INCY
$18.5B
$2.47K ﹤0.01%
25
+1
BIIB icon
573
Biogen
BIIB
$26.9B
$2.46K ﹤0.01%
14
+12
OTIS icon
574
Otis Worldwide
OTIS
$32.7B
$2.45K ﹤0.01%
28
-2
AKAM icon
575
Akamai
AKAM
$15.3B
$2.44K ﹤0.01%
28
+9
21 22
23
24 25