DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed May 6, 2024. Long positions only.
- Positions
- 1,389
- No filing for Q3 2023
- Portfolio value
- $704.4M
- No filing for Q3 2023
DiNuzzo Private Wealth, Inc. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,996,592 | $93.9M | 13.3% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,655,218 | $70.2M | 10.0% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,306,233 | $67.7M | 9.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,881,952 | $50.9M | 7.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 723,350 | $43.1M | 6.1% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,491,330 | $38.7M | 5.5% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,328,775 | $38.0M | 5.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,438,987 | $36.7M | 5.2% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,235,194 | $36.0M | 5.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 929,744 | $27.2M | 3.9% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 766,625 | $19.8M | 2.8% | – | – | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 345,214 | $19.0M | 2.7% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 501,304 | $18.7M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 744,217 | $18.6M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 312,383 | $16.6M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 626,435 | $16.1M | 2.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 454,043 | $10.9M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 204,049 | $10.9M | 1.5% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 203,758 | $10.3M | 1.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 275,090 | $9.45M | 1.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 149,971 | $7.85M | 1.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 220,793 | $5.39M | 0.8% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 210,454 | $5.30M | 0.8% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 214,034 | $5.19M | 0.7% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 85,610 | $4.52M | 0.6% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,397 | $1.91M | 0.3% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 57,726 | $1.80M | 0.3% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 55,032 | $1.25M | 0.2% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 50,760 | $1.23M | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,039 | $1.14M | 0.2% | – | – | History |
| IOTSamsara Inc. | Stock | 31,005 | $1.03M | 0.1% | – | – | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,525 | $945.7K | 0.1% | – | – | – |
| AAPLApple Inc. | Stock | 4,040 | $777.8K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,398 | $747.3K | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $653.5K | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $641.2K | 0.1% | – | – | – |
| GCTGigaCloud Technology Inc | Stock | 34,000 | $622.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,346 | $387.7K | 0.1% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 12,191 | $385.5K | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 807 | $385.4K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,702 | $370.1K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 858 | $351.4K | <0.1% | – | – | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,400 | $344.9K | <0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,682 | $251.5K | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 793 | $219.8K | <0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,443 | $212.7K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 491 | $209.4K | <0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $180.7K | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 687 | $152.9K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 3,986 | $150.3K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 417 | $148.7K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $146.9K | <0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 196 | $138.5K | <0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 865 | $131.4K | <0.1% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 4,390 | $125.7K | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 725 | $123.1K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 2,806 | $123.0K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 2,386 | $119.9K | <0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 1,004 | $109.5K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 3,107 | $104.6K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 653 | $102.4K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 438 | $102.0K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 2,901 | $100.6K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 930 | $98.0K | <0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 322 | $97.6K | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 492 | $92.9K | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,873 | $89.7K | <0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 909 | $88.5K | <0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,235 | $86.9K | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 780 | $84.4K | <0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 526 | $81.5K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 544 | $81.1K | <0.1% | – | – | History |
| SOSouthern Co | Stock | 1,129 | $79.2K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,462 | $78.7K | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 138 | $72.7K | <0.1% | – | – | History |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 1,000 | $72.3K | <0.1% | – | – | – |
| VVisa Inc. | Stock | 276 | $71.9K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 151 | $71.2K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 119 | $69.4K | <0.1% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,311 | $67.7K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 425 | $61.6K | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 55 | $61.4K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 205 | $60.8K | <0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 125 | $60.5K | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 122 | $60.4K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 3,499 | $58.7K | <0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 367 | $57.0K | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 384 | $56.3K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 249 | $54.7K | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 275 | $52.9K | <0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 3,250 | $50.6K | <0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 341 | $50.6K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 239 | $50.1K | <0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 290 | $49.3K | <0.1% | – | – | History |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,145 | $48.3K | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 861 | $47.3K | <0.1% | – | – | – |
| GEGeneral Electric Co | Stock | 367 | $46.8K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 1,718 | $46.6K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 127 | $45.0K | <0.1% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 439 | $44.7K | <0.1% | – | – | – |