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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
CPA icon
976
Copa Holdings
CPA
$5.78B
$724 ﹤0.01%
6
RBA icon
977
RB Global
RBA
$20.1B
$721 ﹤0.01%
7
CALM icon
978
Cal-Maine
CALM
$3.7B
$717 ﹤0.01%
9
+1
BFAM icon
979
Bright Horizons
BFAM
$3.41B
$710 ﹤0.01%
7
-1
BRC icon
980
Brady Corp
BRC
$3.89B
$706 ﹤0.01%
9
+1
HCC icon
981
Warrior Met Coal
HCC
$5.18B
$706 ﹤0.01%
8
TNL icon
982
Travel + Leisure Co
TNL
$4.63B
$706 ﹤0.01%
10
WFRD icon
983
Weatherford International
WFRD
$7.29B
$705 ﹤0.01%
9
+8
BCO icon
984
Brink's
BCO
$4.2B
$701 ﹤0.01%
6
OLED icon
985
Universal Display
OLED
$4.28B
$701 ﹤0.01%
6
-1
BE icon
986
Bloom Energy
BE
$74B
$696 ﹤0.01%
+8
FULT icon
987
Fulton Financial
FULT
$4.46B
$696 ﹤0.01%
36
TEX icon
988
Terex
TEX
$7.29B
$694 ﹤0.01%
13
GVA icon
989
Granite Construction
GVA
$6.15B
$693 ﹤0.01%
6
LUMN icon
990
Lumen
LUMN
$8.75B
$692 ﹤0.01%
89
+84
DKNG icon
991
DraftKings
DKNG
$14.4B
$690 ﹤0.01%
20
-15,009
MUR icon
992
Murphy Oil
MUR
$5.57B
$688 ﹤0.01%
22
+14
MTSI icon
993
MACOM Technology Solutions
MTSI
$29B
$686 ﹤0.01%
4
FHB icon
994
First Hawaiian
FHB
$3.49B
$684 ﹤0.01%
27
GNTX icon
995
Gentex
GNTX
$5.51B
$675 ﹤0.01%
29
-1
PATH icon
996
UiPath
PATH
$5.47B
$672 ﹤0.01%
41
+26
PVH icon
997
PVH
PVH
$3.78B
$671 ﹤0.01%
10
FELE icon
998
Franklin Electric
FELE
$4.58B
$669 ﹤0.01%
7
MWA icon
999
Mueller Water Products
MWA
$4.04B
$667 ﹤0.01%
28
-1
ETSY icon
1000
Etsy
ETSY
$6.59B
$666 ﹤0.01%
12
38 39
40
41 42