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
VRRM icon
1001
Verra Mobility
VRRM
$3.41B
$635 ﹤0.01%
25
+1
WD icon
1002
Walker & Dunlop
WD
$2.15B
$635 ﹤0.01%
9
+2
GSHD icon
1003
Goosehead Insurance
GSHD
$1.89B
$634 ﹤0.01%
+6
ACT icon
1004
Enact Holdings
ACT
$5.49B
$632 ﹤0.01%
17
-2
PPC icon
1005
Pilgrim's Pride
PPC
$9.44B
$630 ﹤0.01%
14
-2
FELE icon
1006
Franklin Electric
FELE
$4.19B
$629 ﹤0.01%
7
RDNT icon
1007
RadNet
RDNT
$6.06B
$627 ﹤0.01%
11
+3
LW icon
1008
Lamb Weston
LW
$8.32B
$623 ﹤0.01%
12
+5
ZWS icon
1009
Zurn Elkay Water Solutions
ZWS
$7.84B
$622 ﹤0.01%
17
+2
JOE icon
1010
St. Joe Company
JOE
$3.48B
$621 ﹤0.01%
13
+3
TGLS icon
1011
Tecnoglass
TGLS
$2.39B
$619 ﹤0.01%
8
+2
SKYW icon
1012
Skywest
SKYW
$4.15B
$618 ﹤0.01%
6
-3
CVBF icon
1013
CVB Financial
CVBF
$2.67B
$614 ﹤0.01%
31
BRC icon
1014
Brady Corp
BRC
$3.67B
$612 ﹤0.01%
9
SCCO icon
1015
Southern Copper
SCCO
$115B
$608 ﹤0.01%
6
-3
ONTO icon
1016
Onto Innovation
ONTO
$7.82B
$606 ﹤0.01%
6
-3
VLTO icon
1017
Veralto
VLTO
$25.4B
$606 ﹤0.01%
6
+4
INSM icon
1018
Insmed
INSM
$43.5B
$604 ﹤0.01%
6
-12
ETSY icon
1019
Etsy
ETSY
$5.26B
$602 ﹤0.01%
12
+7
ALKS icon
1020
Alkermes
ALKS
$4.87B
$601 ﹤0.01%
21
+3
HAE icon
1021
Haemonetics
HAE
$3.93B
$597 ﹤0.01%
8
-1
IOT icon
1022
Samsara
IOT
$25.9B
$597 ﹤0.01%
15
+7
UCB
1023
United Community Banks
UCB
$3.78B
$596 ﹤0.01%
20
+2
CR icon
1024
Crane Co
CR
$10.8B
$593 ﹤0.01%
11
-2
AA icon
1025
Alcoa
AA
$11.3B
$591 ﹤0.01%
20
-2
39 40
41
42 43