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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
ATR icon
751
AptarGroup
ATR
$7.51B
$1.46K ﹤0.01%
12
-1
RBLX icon
752
Roblox
RBLX
$31B
$1.46K ﹤0.01%
18
-2
RIVN icon
753
Rivian
RIVN
$22.5B
$1.46K ﹤0.01%
74
+19
ZBRA icon
754
Zebra Technologies
ZBRA
$10.9B
$1.46K ﹤0.01%
6
-1
CNM icon
755
Core & Main
CNM
$9.05B
$1.46K ﹤0.01%
28
-1
ESAB icon
756
ESAB
ESAB
$5.57B
$1.45K ﹤0.01%
13
AGNT
757
AGNT, Inc. Common Stock
AGNT
$761M
$1.45K ﹤0.01%
7
-1
KTOS icon
758
Kratos Defense & Security Solutions
KTOS
$10.8B
$1.44K ﹤0.01%
19
SGI
759
Somnigroup International
SGI
$15.2B
$1.43K ﹤0.01%
16
-10
OLLI icon
760
Ollie's Bargain Outlet
OLLI
$5.03B
$1.43K ﹤0.01%
13
CRUS icon
761
Cirrus Logic
CRUS
$8.28B
$1.42K ﹤0.01%
12
+5
RRX icon
762
Regal Rexnord
RRX
$14.1B
$1.4K ﹤0.01%
10
+3
TAP icon
763
Molson Coors Class B
TAP
$7.8B
$1.4K ﹤0.01%
30
-2
CRL icon
764
Charles River Laboratories
CRL
$9.03B
$1.4K ﹤0.01%
7
+2
DXCM icon
765
DexCom
DXCM
$29.1B
$1.39K ﹤0.01%
21
-3
FLS icon
766
Flowserve
FLS
$9.98B
$1.39K ﹤0.01%
20
ONB icon
767
Old National Bancorp
ONB
$9.71B
$1.38K ﹤0.01%
62
ACA icon
768
Arcosa
ACA
$6.36B
$1.38K ﹤0.01%
13
OSK icon
769
Oshkosh
OSK
$8.42B
$1.38K ﹤0.01%
11
OSG
770
Octave Specialty Group
OSG
$252M
$1.38K ﹤0.01%
177
LEA icon
771
Lear
LEA
$7.27B
$1.38K ﹤0.01%
12
NEU icon
772
NewMarket
NEU
$7.66B
$1.38K ﹤0.01%
2
-1
OGE icon
773
OGE Energy
OGE
$9.86B
$1.37K ﹤0.01%
32
EL icon
774
Estee Lauder
EL
$32.4B
$1.36K ﹤0.01%
13
FFOG icon
775
Franklin Focused Growth ETF
FFOG
$281M
$1.36K ﹤0.01%
29
29 30
31
32 33