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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
VSAT icon
976
Viasat
VSAT
$9.58B
$733 ﹤0.01%
16
INSW icon
977
International Seaways
INSW
$4.06B
$729 ﹤0.01%
10
-1
GVA icon
978
Granite Construction
GVA
$6.15B
$720 ﹤0.01%
6
DOX icon
979
Amdocs
DOX
$5.99B
$718 ﹤0.01%
11
-11
PLMR icon
980
Palomar
PLMR
$3.04B
$717 ﹤0.01%
6
GBCI icon
981
Glacier Bancorp
GBCI
$6.5B
$715 ﹤0.01%
16
+1
CNK icon
982
Cinemark Holdings
CNK
$3.95B
$713 ﹤0.01%
25
+16
ECG
983
Everus Construction Group
ECG
$7.6B
$709 ﹤0.01%
6
ZS icon
984
Zscaler
ZS
$20.9B
$702 ﹤0.01%
5
-1
FLR icon
985
Fluor
FLR
$7.09B
$700 ﹤0.01%
15
-4
AROC icon
986
Archrock
AROC
$6.42B
$696 ﹤0.01%
20
CRK icon
987
Comstock Resources
CRK
$3.97B
$696 ﹤0.01%
33
-3
KFY icon
988
Korn Ferry
KFY
$3.8B
$693 ﹤0.01%
11
MZTI
989
The Marzetti Company
MZTI
$3.06B
$692 ﹤0.01%
5
TNL icon
990
Travel + Leisure Co
TNL
$4.63B
$692 ﹤0.01%
10
POR icon
991
Portland General Electric
POR
$5.87B
$687 ﹤0.01%
13
CPA icon
992
Copa Holdings
CPA
$5.78B
$682 ﹤0.01%
6
PEGA icon
993
Pegasystems
PEGA
$5.47B
$681 ﹤0.01%
16
-6
OPCH icon
994
Option Care Health
OPCH
$3.26B
$673 ﹤0.01%
25
RBA icon
995
RB Global
RBA
$20.1B
$671 ﹤0.01%
7
RKT icon
996
Rocket Companies
RKT
$37B
$670 ﹤0.01%
47
-16,774
DRS icon
997
Leonardo DRS
DRS
$12.9B
$668 ﹤0.01%
15
PATK icon
998
Patrick Industries
PATK
$2.85B
$667 ﹤0.01%
6
FHB icon
999
First Hawaiian
FHB
$3.49B
$666 ﹤0.01%
27
VFC icon
1000
VF Corp
VFC
$6.91B
$663 ﹤0.01%
39
+6
38 39
40
41 42