DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 6, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 1,364
- −25 vs. Q4 2023
- Portfolio value
- $741.1M
- +$36.7M (+5.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,946,362 | $91.6M | 12.4% | −50,230−2.5% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,307,486 | $74.5M | 10.1% | +1,253+0.1% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,743,978 | $73.2M | 9.9% | +88,760+5.4% | Added | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,871,365 | $56.1M | 7.6% | −10,587−0.6% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 723,780 | $45.1M | 6.1% | +430+0.1% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,329,817 | $42.0M | 5.7% | +1,042+0.1% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,453,183 | $38.9M | 5.2% | +14,196+1.0% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,511,329 | $38.6M | 5.2% | +19,999+1.3% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,239,206 | $37.3M | 5.0% | +4,012+0.3% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 940,785 | $30.1M | 4.1% | +11,041+1.2% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 767,934 | $20.9M | 2.8% | +1,309+0.2% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 499,584 | $20.4M | 2.8% | −1,720−0.3% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 752,218 | $19.2M | 2.6% | +8,001+1.1% | Added | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 315,693 | $18.7M | 2.5% | −29,521−8.6% | Reduced | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 630,520 | $17.0M | 2.3% | +4,085+0.7% | Added | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 314,628 | $16.7M | 2.2% | +2,245+0.7% | Added | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 226,411 | $12.1M | 1.6% | +22,362+11.0% | Added | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 236,317 | $12.0M | 1.6% | +32,559+16.0% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 458,386 | $11.3M | 1.5% | +4,343+1.0% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 273,390 | $10.0M | 1.4% | −1,700−0.6% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 148,691 | $8.09M | 1.1% | −1,280−0.9% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 219,931 | $5.60M | 0.8% | −862−0.4% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 211,678 | $5.50M | 0.7% | +1,224+0.6% | Added | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 215,443 | $5.35M | 0.7% | +1,409+0.7% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 90,940 | $4.82M | 0.7% | +5,330+6.2% | Added | – |
| IOTSamsara Inc. | Stock | 60,005 | $2.27M | 0.3% | +29,000+93.5% | Added | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 58,121 | $2.00M | 0.3% | +395+0.7% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,907 | $1.92M | 0.3% | +510+1.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 3,659 | $1.54M | 0.2% | +620+20.4% | Added | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 56,634 | $1.42M | 0.2% | +5,874+11.6% | Added | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 54,680 | $1.22M | 0.2% | −352−0.6% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,747 | $1.00M | 0.1% | +222+0.8% | Added | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,676 | $759.9K | 0.1% | +278+1.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $723.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $705.7K | 0.1% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 4,034 | $691.8K | 0.1% | −6−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,699 | $430.0K | 0.1% | −3−0.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 807 | $424.3K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 891 | $395.6K | 0.1% | +33+3.8% | Added | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 12,259 | $394.7K | 0.1% | +68+0.6% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,194 | $393.0K | 0.1% | −152−6.5% | Reduced | – |
| VZVerizon Communications Inc | Stock | 6,897 | $289.4K | <0.1% | +2,911+73.0% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,682 | $273.9K | <0.1% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,443 | $260.4K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 6,405 | $241.3K | <0.1% | +6,405 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $240.8K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | – |
| MAMastercard Inc | Stock | 491 | $236.5K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 5,718 | $198.2K | <0.1% | +5,699+29,994.7% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $195.5K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 418 | $175.8K | <0.1% | +1+0.2% | Added | History |
| LOWLowes Companies Inc | Stock | 687 | $175.0K | <0.1% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $161.3K | <0.1% | +717 | New | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $157.2K | <0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 869 | $156.8K | <0.1% | +4+0.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 196 | $149.4K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 165 | $149.1K | <0.1% | +43+35.2% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 4,517 | $136.5K | <0.1% | +127+2.9% | Added | – |
| MRKMerck & Co., Inc. | Stock | 1,004 | $132.5K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 706 | $123.6K | <0.1% | −19−2.6% | Reduced | History |
| CMCSAComcast Corp | Stock | 2,807 | $121.7K | <0.1% | +10.0% | Added | History |
| ORCLOracle Corp | Stock | 929 | $116.7K | <0.1% | −1−0.1% | Reduced | History |
| BACBank of America Corp | Stock | 2,957 | $112.1K | <0.1% | −150−4.8% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 438 | $109.4K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 2,901 | $107.5K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 2,386 | $105.4K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 654 | $103.5K | <0.1% | +1+0.2% | Added | History |
| EMREmerson Electric Co | Stock | 909 | $103.1K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 624 | $100.8K | <0.1% | +98+18.6% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 492 | $99.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,873 | $94.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,235 | $91.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 780 | $86.2K | <0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 543 | $85.7K | <0.1% | −1−0.2% | Reduced | History |
| MOAltria Group, Inc. | Stock | 1,938 | $84.5K | <0.1% | +1,896+4,514.3% | Added | History |
| SOSouthern Co | Stock | 1,129 | $81.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 1,000 | $79.0K | <0.1% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 151 | $78.3K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 276 | $77.0K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 55 | $72.9K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 341 | $68.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 425 | $66.3K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 125 | $65.5K | <0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 367 | $64.4K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 127 | $62.8K | <0.1% | −11−8.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 386 | $62.6K | <0.1% | +2+0.5% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 1,084 | $62.5K | <0.1% | +707+187.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 127 | $61.7K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 3,491 | $61.4K | <0.1% | −8−0.2% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 249 | $58.7K | <0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 291 | $58.3K | <0.1% | +1+0.3% | Added | History |
| MCDMcDonalds Corp | Stock | 205 | $57.8K | <0.1% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 399 | $57.8K | <0.1% | +203+103.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 275 | $57.3K | <0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 285 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 333 | $50.7K | <0.1% | +103+44.8% | Added | History |
| CATCaterpillar Inc | Stock | 137 | $50.2K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 239 | $49.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 434 | $47.8K | <0.1% | −5−1.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 61 | $47.5K | <0.1% | −58−48.7% | Reduced | History |
| iShares Global Clean Energy ETF464288224 | ETF | 3,250 | $45.4K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2023 (44)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| GCTGigaCloud Technology Inc | Stock | 34,000 | $622.0K | 0.1% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,400 | $344.9K | <0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 322 | $97.6K | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,311 | $67.7K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 861 | $47.3K | <0.1% | – |
| ADMArcher-Daniels-Midland Co | Stock | 45 | $3.25K | <0.1% | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 4 | $1.29K | <0.1% | History |
| SPLKSplunk Inc | COM | 7 | $1.07K | <0.1% | History |
| PODDInsulet Corp | Stock | 3 | $651 | <0.1% | History |
| CHRDChord Energy Corp | COM NEW | 2 | $333 | <0.1% | History |
| ARCHArch Resources, Inc. | CL A | 2 | $332 | <0.1% | History |
| PENNPENN Entertainment, Inc. | COM | 11 | $287 | <0.1% | History |
| ABGAsbury Automotive Group Inc | COM | 1 | $225 | <0.1% | History |
| KWRQuaker Chemical Corp | COM | 1 | $214 | <0.1% | History |
| MDRXVeradigm Inc. | COM | 20 | $210 | <0.1% | History |
| Flagstar Bank, National Association649445103 | COM | 18 | $185 | <0.1% | – |
| LTHMLivent Corp. | COM | 9 | $162 | <0.1% | History |
| NUSNu Skin Enterprises, Inc. | CL A | 8 | $156 | <0.1% | History |
| GHGuardant Health, Inc. | COM | 5 | $136 | <0.1% | History |
| GPORGulfport Energy Corp | COMMON SHARES | 1 | $134 | <0.1% | History |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 2 | $124 | <0.1% | History |
| TTECTTEC Holdings, Inc. | COM | 5 | $109 | <0.1% | History |
| CSGSCSG Systems International Inc | COM | 2 | $107 | <0.1% | History |
| RCUSArcus Biosciences, Inc. | COM | 5 | $96 | <0.1% | History |
| PLTKPlaytika Holding Corp. | COM | 9 | $79 | <0.1% | History |
| CMPCompass Minerals International Inc | Stock | 3 | $76 | <0.1% | History |
| XNCRXencor Inc | COM | 3 | $64 | <0.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 2 | $61 | <0.1% | History |
| LRNStride, Inc. | COM | 1 | $60 | <0.1% | History |
| STCStewart Information Services Corp | COM | 1 | $59 | <0.1% | History |
| XPELXPEL, Inc. | COM | 1 | $54 | <0.1% | History |
| VICRVicor Corp | COM | 1 | $45 | <0.1% | History |
| EFSCEnterprise Financial Services Corp | COM | 1 | $45 | <0.1% | History |
| CAKECheesecake Factory Inc | COM | 1 | $36 | <0.1% | History |
| ALKSAlkermes plc. | SHS | 1 | $28 | <0.1% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 1 | $27 | <0.1% | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1 | $23 | <0.1% | History |
| TDSTelephone & Data Systems Inc | COM NEW | 1 | $19 | <0.1% | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 1 | $17 | <0.1% | History |
| TALOTalos Energy Inc. | COM | 1 | $15 | <0.1% | History |
| BMBLBumble Inc. | COM CL A | 1 | $15 | <0.1% | History |
| LUCKLucky Strike Entertainment Corp | CL A COM | 1 | $15 | <0.1% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 1 | $7 | <0.1% | History |
| SABRSabre Corp | COM | 1 | $5 | <0.1% | History |