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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
VMI icon
576
Valmont Industries
VMI
$10.6B
$2.4K ﹤0.01%
6
NDSN icon
577
Nordson
NDSN
$16.1B
$2.4K ﹤0.01%
9
AA icon
578
Alcoa
AA
$18.1B
$2.39K ﹤0.01%
36
+6
AIT icon
579
Applied Industrial Technologies
AIT
$11.8B
$2.39K ﹤0.01%
9
GGG icon
580
Graco
GGG
$12.4B
$2.37K ﹤0.01%
28
TTWO icon
581
Take-Two Interactive
TTWO
$39.3B
$2.37K ﹤0.01%
12
-2
ZTS icon
582
Zoetis
ZTS
$33.4B
$2.37K ﹤0.01%
20
+3
IVZ icon
583
Invesco
IVZ
$12.8B
$2.36K ﹤0.01%
97
NXST icon
584
Nexstar Media Group
NXST
$5.33B
$2.35K ﹤0.01%
13
+1
MOG.A icon
585
Moog Inc Class A
MOG.A
$12.5B
$2.34K ﹤0.01%
8
LDOS icon
586
Leidos
LDOS
$15.4B
$2.33K ﹤0.01%
15
MTG icon
587
MGIC Investment
MTG
$5.46B
$2.31K ﹤0.01%
88
-1
HL icon
588
Hecla Mining
HL
$10.3B
$2.29K ﹤0.01%
123
+6
CPRT icon
589
Copart
CPRT
$28.5B
$2.29K ﹤0.01%
69
-6
EG icon
590
Everest Group
EG
$13.4B
$2.29K ﹤0.01%
7
COIN icon
591
Coinbase
COIN
$42.1B
$2.27K ﹤0.01%
13
-1
NYT icon
592
New York Times
NYT
$11.9B
$2.26K ﹤0.01%
27
INCY icon
593
Incyte
INCY
$21.7B
$2.26K ﹤0.01%
24
-1
FCFS icon
594
FirstCash
FCFS
$9.86B
$2.26K ﹤0.01%
12
R icon
595
Ryder
R
$10.8B
$2.25K ﹤0.01%
11
+1
RRX icon
596
Regal Rexnord
RRX
$14.1B
$2.25K ﹤0.01%
12
+2
ROL icon
597
Rollins
ROL
$22.7B
$2.24K ﹤0.01%
42
PAG icon
598
Penske Automotive Group
PAG
$11.9B
$2.24K ﹤0.01%
15
LECO icon
599
Lincoln Electric
LECO
$14.1B
$2.24K ﹤0.01%
9
+1
EXEL icon
600
Exelixis
EXEL
$13.4B
$2.23K ﹤0.01%
52
22 23
24
25 26