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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
FND icon
1026
Floor & Decor
FND
$5.77B
$610 ﹤0.01%
12
+4
BCC icon
1027
Boise Cascade
BCC
$2.5B
$607 ﹤0.01%
8
+3
EBC icon
1028
Eastern Bankshares
EBC
$4.46B
$607 ﹤0.01%
31
OGS icon
1029
ONE Gas
OGS
$4.88B
$603 ﹤0.01%
7
CVBF icon
1030
CVB Financial
CVBF
$3.75B
$602 ﹤0.01%
31
INDB icon
1031
Independent Bank
INDB
$4.02B
$602 ﹤0.01%
8
+1
VISN
1032
Vistance Networks Inc
VISN
$2.86B
$601 ﹤0.01%
33
+12
ETSY icon
1033
Etsy
ETSY
$6.59B
$600 ﹤0.01%
12
TFX icon
1034
Teleflex
TFX
$5.78B
$599 ﹤0.01%
5
+4
BSY icon
1035
Bentley Systems
BSY
$9.32B
$598 ﹤0.01%
17
-7
HLNE icon
1036
Hamilton Lane
HLNE
$3.5B
$597 ﹤0.01%
6
-1
NWE icon
1037
NorthWestern Energy
NWE
$4.37B
$594 ﹤0.01%
9
+2
RIOT icon
1038
Riot Platforms
RIOT
$10.1B
$594 ﹤0.01%
48
+25
PBH icon
1039
Prestige Consumer Healthcare
PBH
$2.27B
$593 ﹤0.01%
10
FFIN icon
1040
First Financial Bankshares
FFIN
$4.82B
$589 ﹤0.01%
20
+3
CBU icon
1041
Community Bank
CBU
$3.48B
$587 ﹤0.01%
10
KGS icon
1042
Kodiak Gas Services
KGS
$6.97B
$584 ﹤0.01%
10
-2
OPLN
1043
Openlane
OPLN
$4.01B
$583 ﹤0.01%
20
AAP icon
1044
Advance Auto Parts
AAP
$3.67B
$581 ﹤0.01%
11
FLG
1045
Flagstar Bank National Association
FLG
$6.23B
$580 ﹤0.01%
44
WU icon
1046
Western Union
WU
$2.36B
$577 ﹤0.01%
66
+9
AUB icon
1047
Atlantic Union Bankshares
AUB
$5.77B
$572 ﹤0.01%
16
+2
IDA icon
1048
Idacorp
IDA
$7.92B
$572 ﹤0.01%
4
CHRD icon
1049
Chord Energy
CHRD
$7.62B
$569 ﹤0.01%
4
+2
GNW icon
1050
Genworth Financial
GNW
$3.41B
$569 ﹤0.01%
70
40 41
42
43 44