DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
The latest 13F from DiNuzzo Private Wealth, Inc. covers Q2 2026 (filed Jul 10, 2026): 1,347 long positions worth $1.01B. The top 10 holdings make up 68.1% of the portfolio, and the largest is Dimensional ETF Trust at 11.5%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 38
- Est. +$382.8K
- Added
- 266
- Est. +$19.9M
- Reduced
- 292
- Est. −$10.5M
- Sold out
- 36
- Est. −$2.61M
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V87211.5%$116.4M
- Dimensional ETF Trust25434V8649.8%$99.3M
- Dimensional ETF Trust25434V4019.5%$95.9M
- Dimensional ETF Trust25434V6666.9%$69.5M
- Dimensional U.S. Small Cap ETF25434V5005.9%$59.2M
Biggest buys
New and added positions, by estimated amount bought
- Dimensional ETF Trust25434V872+$9.96MAdded
- Dimensional Ultrashort Fixed Income ETF25434V591+$2.82MAdded
- Dimensional ETF Trust25434V583+$2.31MAdded
- Dimensional ETF Trust25434V864+$1.88MAdded
- Vanguard Malvern FDS922020805+$897.6KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional ETF Trust25434V831+0.25 pp4.9% → 5.1%
- Dimensional ETF Trust25434V617+0.12 pp1.9% → 2.0%
- Vanguard Malvern FDS922020805+0.09 pp<0.1% → 0.1%
- AMDAdvanced Micro Devices Inc
- Dimensional ETF Trust25434V872+0.04 pp11.5% → 11.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Dimensional ETF Trust25434V666−$1.83MReduced
- Dimensional ETF Trust25434V815−$1.82MReduced
- NUNu Holdings Ltd.
- Dimensional U.S. Small Cap ETF25434V500−$1.35MReduced
- Dimensional Emerging Core Equity Market ETF25434V302−$1.05MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Dimensional ETF Trust25434V781−0.20 pp2.7% → 2.5%
- NUNu Holdings Ltd.
- Dimensional ETF Trust25434V567−0.15 pp1.9% → 1.7%
- Dimensional ETF Trust25434V807−0.10 pp1.4% → 1.3%
- Dimensional ETF Trust25434V815−0.10 pp5.1% → 5.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $1.01B
- +$82.8M (+8.9%) vs. prior quarter
- Positions
- 1,347
- +2 vs. prior quarter
- Top 10 concentration
- 68.1%
- Top 10 as share of value
- Turnover
- 1.4%
- Q2 2026, one quarter
- Average holding period
- 11.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $1.01B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 10, 2026 | 1,347 | $1.01B | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 8, 2026 | 1,345 | $928.1M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 16, 2026 | 1,367 | $919.2M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 1,369 | $881.9M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 17, 2025 | 1,365 | $842.4M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 25, 2025 | 1,381 | $794.4M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 23, 2025 | 1,413 | $790.0M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 17, 2024 | 1,436 | $809.0M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 30, 2024 | 1,410 | $740.8M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q1 2024 | SEC |
| Q1 2024 | May 6, 2024 | 1,364 | $741.1M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q4 2023 | SEC |
| Q4 2023 | May 6, 2024Amended | 1,389 | $704.4M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | – | SEC |