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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
RDN icon
826
Radian Group
RDN
$4.61B
$1.19K ﹤0.01%
36
RUSHA icon
827
Rush Enterprises Class A
RUSHA
$5.44B
$1.19K ﹤0.01%
18
POST icon
828
Post Holdings
POST
$4.22B
$1.19K ﹤0.01%
12
MHK icon
829
Mohawk Industries
MHK
$6.56B
$1.18K ﹤0.01%
12
FBIN icon
830
Fortune Brands Innovations
FBIN
$5.16B
$1.17K ﹤0.01%
30
+14
MRNA icon
831
Moderna
MRNA
$19.8B
$1.17K ﹤0.01%
+23
AWI icon
832
Armstrong World Industries
AWI
$6.58B
$1.15K ﹤0.01%
7
IBOC icon
833
International Bancshares
IBOC
$4.76B
$1.14K ﹤0.01%
17
PB icon
834
Prosperity Bancshares
PB
$7.33B
$1.14K ﹤0.01%
17
TCBI icon
835
Texas Capital Bancshares
TCBI
$4.43B
$1.14K ﹤0.01%
12
BHF icon
836
Brighthouse Financial
BHF
$3.62B
$1.14K ﹤0.01%
19
VIAV icon
837
Viavi Solutions
VIAV
$13.2B
$1.13K ﹤0.01%
34
-3
UGI icon
838
UGI
UGI
$7.51B
$1.13K ﹤0.01%
31
W icon
839
Wayfair
W
$10.2B
$1.13K ﹤0.01%
15
-1
CRDO icon
840
Credo Technology Group
CRDO
$46.3B
$1.13K ﹤0.01%
12
+6
CE icon
841
Celanese
CE
$5.86B
$1.12K ﹤0.01%
17
+15
SSB icon
842
SouthState Bank Corp
SSB
$9.67B
$1.11K ﹤0.01%
12
+1
AX icon
843
Axos Financial
AX
$5.14B
$1.11K ﹤0.01%
13
VLY icon
844
Valley National Bancorp
VLY
$8.11B
$1.11K ﹤0.01%
90
NTNX icon
845
Nutanix
NTNX
$13.3B
$1.1K ﹤0.01%
29
-5
OZK icon
846
Bank OZK
OZK
$5.69B
$1.1K ﹤0.01%
24
AFRM icon
847
Affirm
AFRM
$22.2B
$1.1K ﹤0.01%
24
-5
NJR icon
848
New Jersey Resources
NJR
$5.56B
$1.1K ﹤0.01%
20
BE icon
849
Bloom Energy
BE
$74B
$1.08K ﹤0.01%
8
GDDY icon
850
GoDaddy
GDDY
$10.1B
$1.07K ﹤0.01%
13
-7
32 33
34
35 36