DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDSN icon
776
Nordson
NDSN
$13.4B
$1.29K ﹤0.01%
6
-2
JHG icon
777
Janus Henderson
JHG
$6.85B
$1.28K ﹤0.01%
33
-4
FSS icon
778
Federal Signal
FSS
$6.75B
$1.28K ﹤0.01%
12
MOS icon
779
The Mosaic Company
MOS
$7.65B
$1.28K ﹤0.01%
35
+12
FFOG icon
780
Franklin Focused Growth ETF
FFOG
$206M
$1.28K ﹤0.01%
29
HRL icon
781
Hormel Foods
HRL
$13.3B
$1.27K ﹤0.01%
42
+7
PB icon
782
Prosperity Bancshares
PB
$6.67B
$1.26K ﹤0.01%
18
EAT icon
783
Brinker International
EAT
$6.32B
$1.26K ﹤0.01%
7
IBP icon
784
Installed Building Products
IBP
$7.23B
$1.26K ﹤0.01%
7
+1
MHK icon
785
Mohawk Industries
MHK
$6.92B
$1.26K ﹤0.01%
12
TTEK icon
786
Tetra Tech
TTEK
$9.19B
$1.26K ﹤0.01%
35
+9
RVTY icon
787
Revvity
RVTY
$11.6B
$1.26K ﹤0.01%
13
-5
OSG
788
Octave Specialty Group
OSG
$376M
$1.26K ﹤0.01%
177
OSK icon
789
Oshkosh
OSK
$8.28B
$1.25K ﹤0.01%
11
CORT icon
790
Corcept Therapeutics
CORT
$8.96B
$1.25K ﹤0.01%
17
NSIT icon
791
Insight Enterprises
NSIT
$2.67B
$1.24K ﹤0.01%
9
-1
MATX icon
792
Matsons
MATX
$3.55B
$1.23K ﹤0.01%
11
-1
TEAM icon
793
Atlassian
TEAM
$41.2B
$1.22K ﹤0.01%
6
-1
CNH
794
CNH Industrial
CNH
$11.8B
$1.22K ﹤0.01%
94
+31
DAR icon
795
Darling Ingredients
DAR
$5.78B
$1.22K ﹤0.01%
32
+7
GPK icon
796
Graphic Packaging
GPK
$4.66B
$1.2K ﹤0.01%
57
-2
ABG icon
797
Asbury Automotive
ABG
$4.55B
$1.19K ﹤0.01%
5
-1
THG icon
798
Hanover Insurance
THG
$6.35B
$1.19K ﹤0.01%
7
G icon
799
Genpact
G
$7.93B
$1.19K ﹤0.01%
27
-9
NFG icon
800
National Fuel Gas
NFG
$7.43B
$1.19K ﹤0.01%
14
+2
30 31
32
33 34