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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
COLM icon
1251
Columbia Sportswear
COLM
$3.43B
$221 ﹤0.01%
4
MYRG icon
1252
MYR Group
MYRG
$6.94B
$219 ﹤0.01%
+1
SPNT icon
1253
SiriusPoint
SPNT
$2.75B
$219 ﹤0.01%
10
TCOM icon
1254
Trip.com Group
TCOM
$29.3B
$219 ﹤0.01%
15
PRKS icon
1255
United Parks & Resorts
PRKS
$2.13B
$218 ﹤0.01%
6
-9
LYB icon
1256
LyondellBasell Industries
LYB
$20.8B
$217 ﹤0.01%
5
PRGS icon
1257
Progress Software
PRGS
$1.32B
$215 ﹤0.01%
5
-1
YOU icon
1258
Clear Secure
YOU
$5.06B
$211 ﹤0.01%
6
BN icon
1259
Brookfield
BN
$101B
$210 ﹤0.01%
4
-2
CNK icon
1260
Cinemark Holdings
CNK
$3.95B
$210 ﹤0.01%
9
-3
GFS icon
1261
GlobalFoundries
GFS
$44.6B
$210 ﹤0.01%
+6
CBZ icon
1262
CBIZ
CBZ
$1.89B
$202 ﹤0.01%
4
-1
GT icon
1263
Goodyear
GT
$1.84B
$202 ﹤0.01%
23
+9
GTM
1264
ZoomInfo Technologies
GTM
$828M
$194 ﹤0.01%
19
-4
CNA icon
1265
CNA Financial
CNA
$12.2B
$191 ﹤0.01%
4
CWEN.A
1266
DELISTED
Clearway Energy Class A
CWEN.A
$189 ﹤0.01%
6
CHRD icon
1267
Chord Energy
CHRD
$7.62B
$186 ﹤0.01%
+2
SAH icon
1268
Sonic Automotive
SAH
$2.67B
$186 ﹤0.01%
3
-2
HUT
1269
Hut 8
HUT
$13.4B
$184 ﹤0.01%
+4
WLY icon
1270
John Wiley & Sons Class A
WLY
$2.27B
$184 ﹤0.01%
6
-5
JBLU icon
1271
JetBlue
JBLU
$1.86B
$182 ﹤0.01%
40
-3
BBWI icon
1272
Bath & Body Works
BBWI
$3.91B
$181 ﹤0.01%
9
-25
KNTK icon
1273
Kinetik
KNTK
$3.49B
$181 ﹤0.01%
5
WD icon
1274
Walker & Dunlop
WD
$1.83B
$181 ﹤0.01%
3
-2
CGNX icon
1275
Cognex
CGNX
$10.6B
$180 ﹤0.01%
5
+2
49 50
51
52 53