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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
CNH
701
CNH Industrial
CNH
$13.1B
$1.71K ﹤0.01%
155
+33
JHG icon
702
Janus Henderson
JHG
$7.99B
$1.7K ﹤0.01%
33
CDW icon
703
CDW
CDW
$16.9B
$1.7K ﹤0.01%
14
-2
ESNT icon
704
Essent Group
ESNT
$5.38B
$1.7K ﹤0.01%
29
ESE icon
705
ESCO Technologies
ESE
$8.13B
$1.69K ﹤0.01%
6
AYI icon
706
Acuity Brands
AYI
$9.01B
$1.68K ﹤0.01%
6
IBKR icon
707
Interactive Brokers
IBKR
$40.5B
$1.68K ﹤0.01%
25
BIO icon
708
Bio-Rad Laboratories Class A
BIO
$7.65B
$1.67K ﹤0.01%
6
SNOW icon
709
Snowflake
SNOW
$80.7B
$1.66K ﹤0.01%
11
-1
GPI icon
710
Group 1 Automotive
GPI
$3.87B
$1.65K ﹤0.01%
5
-1
OKTA icon
711
Okta
OKTA
$20.2B
$1.65K ﹤0.01%
21
-1
HEI icon
712
HEICO Corp
HEI
$46.3B
$1.65K ﹤0.01%
6
CFR icon
713
Cullen/Frost Bankers
CFR
$9.29B
$1.65K ﹤0.01%
12
ONTO icon
714
Onto Innovation
ONTO
$16.1B
$1.64K ﹤0.01%
8
GEN icon
715
Gen Digital
GEN
$14.7B
$1.64K ﹤0.01%
87
-16
WAL icon
716
Western Alliance Bancorporation
WAL
$9.14B
$1.63K ﹤0.01%
23
TKO icon
717
TKO Group
TKO
$15.2B
$1.61K ﹤0.01%
8
-1
RIVN icon
718
Rivian
RIVN
$22.5B
$1.61K ﹤0.01%
107
+33
TKR icon
719
Timken Company
TKR
$9.52B
$1.61K ﹤0.01%
16
EMN icon
720
Eastman Chemical
EMN
$8.6B
$1.6K ﹤0.01%
21
+14
TAP icon
721
Molson Coors Class B
TAP
$7.8B
$1.59K ﹤0.01%
37
+7
NBIX icon
722
Neurocrine Biosciences
NBIX
$16.1B
$1.58K ﹤0.01%
12
VEEV icon
723
Veeva Systems
VEEV
$25.9B
$1.58K ﹤0.01%
9
-3
PRCT icon
724
Procept Biorobotics
PRCT
$1.46B
$1.58K ﹤0.01%
63
ASTS icon
725
AST SpaceMobile
ASTS
$24.6B
$1.57K ﹤0.01%
19
+1
27 28
29
30 31