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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 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
AUR icon
1176
Aurora
AUR
$12B
$334 ﹤0.01%
81
-7
EEFT icon
1177
Euronet Worldwide
EEFT
$2.54B
$332 ﹤0.01%
5
-1
COLM icon
1178
Columbia Sportswear
COLM
$3.43B
$329 ﹤0.01%
6
+2
TBBK icon
1179
The Bancorp
TBBK
$2.39B
$323 ﹤0.01%
6
AD
1180
Array Digital Infrastructure
AD
$3.52B
$323 ﹤0.01%
7
BF.A icon
1181
Brown-Forman Class A
BF.A
$12.6B
$322 ﹤0.01%
12
+11
LZB icon
1182
La-Z-Boy
LZB
$1.58B
$322 ﹤0.01%
10
FBK icon
1183
FB Financial Corp
FBK
$2.83B
$312 ﹤0.01%
6
AMRX icon
1184
Amneal Pharmaceuticals
AMRX
$5.17B
$311 ﹤0.01%
25
CHH icon
1185
Choice Hotels
CHH
$4.98B
$311 ﹤0.01%
3
TFSL icon
1186
TFS Financial
TFSL
$4.74B
$310 ﹤0.01%
22
BOX icon
1187
Box
BOX
$3.52B
$308 ﹤0.01%
13
-7
OI icon
1188
O-I Glass
OI
$1.41B
$305 ﹤0.01%
29
-8
BKE icon
1189
Buckle
BKE
$2.33B
$303 ﹤0.01%
6
TR icon
1190
Tootsie Roll Industries
TR
$2.92B
$300 ﹤0.01%
7
-2
YOU icon
1191
Clear Secure
YOU
$5.06B
$291 ﹤0.01%
6
MTRN icon
1192
Materion
MTRN
$5.14B
$290 ﹤0.01%
2
+1
PACS icon
1193
PACS Group
PACS
$5.74B
$290 ﹤0.01%
+9
HPQ icon
1194
HP
HPQ
$23.1B
$289 ﹤0.01%
15
-36
LFST icon
1195
Lifestance Health
LFST
$3.25B
$287 ﹤0.01%
45
-11
UHAL icon
1196
U-Haul Holding Co
UHAL
$11.9B
$287 ﹤0.01%
6
LLYVK icon
1197
Liberty Live Group Series C
LLYVK
$9.27B
$283 ﹤0.01%
3
FISV
1198
Fiserv Inc
FISV
$28.7B
$279 ﹤0.01%
5
-2
CAKE icon
1199
Cheesecake Factory
CAKE
$3.74B
$274 ﹤0.01%
5
+2
PHIN icon
1200
Phinia Inc
PHIN
$3.15B
$274 ﹤0.01%
4