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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
$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 0.67%
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
EHC icon
576
Encompass Health
EHC
$10.1B
$2.44K ﹤0.01%
23
NXST icon
577
Nexstar Media Group
NXST
$5.33B
$2.44K ﹤0.01%
12
VMI icon
578
Valmont Industries
VMI
$10.6B
$2.41K ﹤0.01%
6
EFX icon
579
Equifax
EFX
$19.5B
$2.39K ﹤0.01%
11
-2
EG icon
580
Everest Group
EG
$13.4B
$2.38K ﹤0.01%
7
PAG icon
581
Penske Automotive Group
PAG
$11.9B
$2.38K ﹤0.01%
15
AVY icon
582
Avery Dennison
AVY
$12.2B
$2.37K ﹤0.01%
13
+1
GPI icon
583
Group 1 Automotive
GPI
$3.87B
$2.36K ﹤0.01%
6
JEF icon
584
Jefferies Financial Group
JEF
$12.6B
$2.35K ﹤0.01%
38
-2
KNSL icon
585
Kinsale Capital Group
KNSL
$7.18B
$2.35K ﹤0.01%
6
+1
CTRA
586
DELISTED
Coterra Energy
CTRA
$2.34K ﹤0.01%
89
+2
IESC icon
587
IES Holdings
IESC
$14.9B
$2.33K ﹤0.01%
6
LAD icon
588
Lithia Motors
LAD
$7.15B
$2.33K ﹤0.01%
7
AIT icon
589
Applied Industrial Technologies
AIT
$11.8B
$2.31K ﹤0.01%
9
AMG icon
590
Affiliated Managers Group
AMG
$9.37B
$2.31K ﹤0.01%
8
TPL icon
591
Texas Pacific Land
TPL
$26.1B
$2.3K ﹤0.01%
8
-1
AEE icon
592
Ameren
AEE
$30.2B
$2.3K ﹤0.01%
23
SEIC icon
593
SEI Investments
SEIC
$10.8B
$2.3K ﹤0.01%
28
GGG icon
594
Graco
GGG
$12.4B
$2.3K ﹤0.01%
28
NTRA icon
595
Natera
NTRA
$30.4B
$2.29K ﹤0.01%
10
+1
DECK icon
596
Deckers Outdoor
DECK
$15.8B
$2.28K ﹤0.01%
22
-4
EXEL icon
597
Exelixis
EXEL
$13.4B
$2.28K ﹤0.01%
52
-5
ENSG icon
598
The Ensign Group
ENSG
$8.73B
$2.27K ﹤0.01%
13
ELAN icon
599
Elanco Animal Health
ELAN
$12.1B
$2.26K ﹤0.01%
100
+22
CMA
600
DELISTED
Comerica
CMA
$2.26K ﹤0.01%
26
22 23
24
25 26