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
DIOD icon
1326
Diodes
DIOD
$2.58B
$53 ﹤0.01%
1
-2
LGIH icon
1327
LGI Homes
LGIH
$1.06B
$52 ﹤0.01%
1
-1
WFRD icon
1328
Weatherford International
WFRD
$4.53B
$51 ﹤0.01%
1
-3
DFH icon
1329
Dream Finders Homes
DFH
$2.23B
$51 ﹤0.01%
2
+1
ASH icon
1330
Ashland
ASH
$2.24B
$51 ﹤0.01%
1
-3
NTCT icon
1331
NETSCOUT
NTCT
$1.88B
$50 ﹤0.01%
2
HNI icon
1332
HNI Corp
HNI
$2.03B
$50 ﹤0.01%
+1
CFLT icon
1333
Confluent
CFLT
$7.85B
$50 ﹤0.01%
2
ASGN icon
1334
ASGN Inc
ASGN
$2.03B
$50 ﹤0.01%
1
-4
TDW icon
1335
Tidewater
TDW
$2.5B
$47 ﹤0.01%
1
-1
HP icon
1336
Helmerich & Payne
HP
$2.3B
$46 ﹤0.01%
3
-7
ACHC icon
1337
Acadia Healthcare
ACHC
$2.28B
$46 ﹤0.01%
2
VTS icon
1338
Vitesse Energy
VTS
$873M
$45 ﹤0.01%
2
SGRY icon
1339
Surgery Partners
SGRY
$2.71B
$45 ﹤0.01%
2
-4
PII icon
1340
Polaris
PII
$3.71B
$41 ﹤0.01%
1
MAN icon
1341
ManpowerGroup
MAN
$1.76B
$41 ﹤0.01%
1
-9
HI icon
1342
Hillenbrand
HI
$2.21B
$41 ﹤0.01%
2
THS icon
1343
Treehouse Foods
THS
$971M
$39 ﹤0.01%
2
-16
UTZ icon
1344
Utz Brands
UTZ
$1.06B
$38 ﹤0.01%
3
TDOC icon
1345
Teladoc Health
TDOC
$1.58B
$35 ﹤0.01%
4
-5
LCID icon
1346
Lucid Motors
LCID
$6.66B
$34 ﹤0.01%
2
+1
AGIO icon
1347
Agios Pharmaceuticals
AGIO
$2.4B
$34 ﹤0.01%
1
-1
GBTG icon
1348
American Express Global Business Travel
GBTG
$4.26B
$32 ﹤0.01%
5
COMP icon
1349
Compass
COMP
$4.06B
$32 ﹤0.01%
+5
CRI icon
1350
Carter's
CRI
$1.12B
$31 ﹤0.01%
1
52 53
54
55 56