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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
CRBG icon
651
Corebridge Financial
CRBG
$13.1B
$1.96K ﹤0.01%
82
-12
DCI icon
652
Donaldson
DCI
$10B
$1.95K ﹤0.01%
23
WTFC icon
653
Wintrust Financial
WTFC
$10.7B
$1.95K ﹤0.01%
14
AEIS icon
654
Advanced Energy
AEIS
$14.2B
$1.94K ﹤0.01%
6
PAYX icon
655
Paychex
PAYX
$36.1B
$1.94K ﹤0.01%
21
-9
IP icon
656
International Paper
IP
$19.1B
$1.93K ﹤0.01%
54
+3
TXT icon
657
Textron
TXT
$16.1B
$1.93K ﹤0.01%
22
COKE icon
658
Coca-Cola Consolidated
COKE
$12.5B
$1.92K ﹤0.01%
10
VNQI icon
659
Vanguard Global ex-US Real Estate ETF
VNQI
$3.45B
$1.91K ﹤0.01%
43
J icon
660
Jacobs Solutions
J
$15B
$1.91K ﹤0.01%
15
JXN icon
661
Jackson Financial
JXN
$7.58B
$1.9K ﹤0.01%
18
DTE icon
662
DTE Energy
DTE
$30.7B
$1.9K ﹤0.01%
13
+3
PCG icon
663
PG&E
PCG
$37.3B
$1.9K ﹤0.01%
108
JKHY icon
664
Jack Henry & Associates
JKHY
$9.11B
$1.9K ﹤0.01%
12
KDP icon
665
Keurig Dr Pepper
KDP
$43.1B
$1.9K ﹤0.01%
72
+2
EQH icon
666
Equitable Holdings
EQH
$12.4B
$1.89K ﹤0.01%
51
-9
GAP
667
The Gap Inc
GAP
$7.88B
$1.89K ﹤0.01%
78
+1
ZBRA icon
668
Zebra Technologies
ZBRA
$10.9B
$1.88K ﹤0.01%
9
+3
ENTG icon
669
Entegris
ENTG
$22.9B
$1.88K ﹤0.01%
16
+1
APTV icon
670
Aptiv
APTV
$14.4B
$1.88K ﹤0.01%
27
-1
BEN icon
671
Franklin Resources
BEN
$16.7B
$1.87K ﹤0.01%
79
TMHC icon
672
Taylor Morrison
TMHC
$6.62B
$1.86K ﹤0.01%
32
IBP icon
673
Installed Building Products
IBP
$5.58B
$1.86K ﹤0.01%
7
PNW icon
674
Pinnacle West Capital
PNW
$12.5B
$1.81K ﹤0.01%
18
IDCC icon
675
InterDigital
IDCC
$7.33B
$1.81K ﹤0.01%
6
25 26
27
28 29