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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
VLTO icon
626
Veralto
VLTO
$20.5B
$2.1K ﹤0.01%
21
+12
HLI icon
627
Houlihan Lokey
HLI
$9.52B
$2.09K ﹤0.01%
12
-1
SWK icon
628
Stanley Black & Decker
SWK
$13B
$2.08K ﹤0.01%
28
+5
BWA icon
629
BorgWarner
BWA
$15.3B
$2.07K ﹤0.01%
46
+2
AMKR icon
630
Amkor Technology
AMKR
$20.5B
$2.05K ﹤0.01%
52
+19
EVR icon
631
Evercore
EVR
$13.8B
$2.04K ﹤0.01%
6
DCI icon
632
Donaldson
DCI
$10B
$2.04K ﹤0.01%
23
+2
APG icon
633
APi Group
APG
$18.3B
$2.03K ﹤0.01%
53
+10
DY icon
634
Dycom Industries
DY
$14.1B
$2.03K ﹤0.01%
6
SCI icon
635
Service Corp International
SCI
$10.6B
$2.03K ﹤0.01%
26
+1
OMF icon
636
OneMain Financial
OMF
$6.55B
$2.03K ﹤0.01%
30
ALV icon
637
Autoliv
ALV
$9.62B
$2.02K ﹤0.01%
17
IP icon
638
International Paper
IP
$19.1B
$2.01K ﹤0.01%
51
-6
CMC icon
639
Commercial Metals
CMC
$8.62B
$2.01K ﹤0.01%
29
-2
ERIE icon
640
Erie Indemnity
ERIE
$11.9B
$2.01K ﹤0.01%
7
+1
NXT icon
641
Nextpower Inc
NXT
$18.3B
$2K ﹤0.01%
23
+10
PPLI
642
People Inc
PPLI
$3.17B
$2K ﹤0.01%
51
J icon
643
Jacobs Solutions
J
$15B
$1.99K ﹤0.01%
15
PRCT icon
644
Procept Biorobotics
PRCT
$1.46B
$1.98K ﹤0.01%
63
VNQI icon
645
Vanguard Global ex-US Real Estate ETF
VNQI
$3.45B
$1.97K ﹤0.01%
43
GAP
646
The Gap Inc
GAP
$7.88B
$1.97K ﹤0.01%
77
+6
KDP icon
647
Keurig Dr Pepper
KDP
$43.1B
$1.96K ﹤0.01%
70
-20
SAIA icon
648
Saia
SAIA
$12.8B
$1.96K ﹤0.01%
6
WTFC icon
649
Wintrust Financial
WTFC
$10.7B
$1.96K ﹤0.01%
14
MOG.A icon
650
Moog Inc Class A
MOG.A
$12.5B
$1.95K ﹤0.01%
8
24 25
26
27 28