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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
LTH icon
926
Life Time Group Holdings
LTH
$7.64B
$836 ﹤0.01%
31
+3
REYN icon
927
Reynolds Consumer Products
REYN
$4.96B
$827 ﹤0.01%
39
+3
MKTX icon
928
MarketAxess Holdings
MKTX
$4.3B
$825 ﹤0.01%
5
+3
OSG
929
Octave Specialty Group
OSG
$252M
$824 ﹤0.01%
177
BFH icon
930
Bread Financial
BFH
$4.11B
$824 ﹤0.01%
11
ACIW icon
931
ACI Worldwide
ACIW
$4.6B
$821 ﹤0.01%
20
-2
BF.B icon
932
Brown-Forman Class B
BF.B
$12.4B
$820 ﹤0.01%
31
+22
PTCT icon
933
PTC Therapeutics
PTCT
$6.23B
$818 ﹤0.01%
12
BRC icon
934
Brady Corp
BRC
$3.89B
$813 ﹤0.01%
10
+1
SON icon
935
Sonoco
SON
$5B
$812 ﹤0.01%
15
VVV icon
936
Valvoline
VVV
$4.8B
$809 ﹤0.01%
24
+8
LYB icon
937
LyondellBasell Industries
LYB
$20.8B
$806 ﹤0.01%
10
+5
AXTA icon
938
Axalta
AXTA
$7.09B
$804 ﹤0.01%
29
-1
LSTR icon
939
Landstar System
LSTR
$7.61B
$802 ﹤0.01%
5
+1
MANH icon
940
Manhattan Associates
MANH
$8.46B
$799 ﹤0.01%
6
-1
SEE
941
DELISTED
Sealed Air
SEE
$799 ﹤0.01%
19
SITE icon
942
SiteOne Landscape Supply
SITE
$4.72B
$799 ﹤0.01%
6
OSIS icon
943
OSI Systems
OSIS
$3.72B
$797 ﹤0.01%
3
DBX icon
944
Dropbox
DBX
$6.32B
$796 ﹤0.01%
35
-11
NMIH icon
945
NMI Holdings
NMIH
$2.81B
$788 ﹤0.01%
21
Z icon
946
Zillow
Z
$7.33B
$787 ﹤0.01%
19
-9
WSFS icon
947
WSFS Financial
WSFS
$3.92B
$786 ﹤0.01%
12
VAL icon
948
Valaris
VAL
$6.23B
$785 ﹤0.01%
8
+3
ABG icon
949
Asbury Automotive
ABG
$3.72B
$782 ﹤0.01%
4
-1
VNT icon
950
Vontier
VNT
$4.12B
$781 ﹤0.01%
22
36 37
38
39 40