DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 1,413
- −23 vs. Q3 2024
- Portfolio value
- $790.0M
- −$19.0M (−2.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,949,760 | $91.4M | 11.6% | −48,969−2.5% | Reduced | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,185,499 | $90.2M | 11.4% | +182,606+9.1% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,203,541 | $76.7M | 9.7% | −68,858−5.4% | Reduced | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,799,402 | $54.0M | 6.8% | −29,703−1.6% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 704,455 | $45.8M | 5.8% | −15,838−2.2% | Reduced | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,228,911 | $41.5M | 5.3% | −45,095−3.5% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,608,159 | $41.1M | 5.2% | +62,986+4.1% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,526,163 | $39.4M | 5.0% | +60,976+4.2% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,227,179 | $37.8M | 4.8% | −16,255−1.3% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 879,895 | $30.4M | 3.9% | −41,610−4.5% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 767,020 | $20.4M | 2.6% | +13,268+1.8% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 772,254 | $20.2M | 2.6% | +15,792+2.1% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 481,754 | $19.7M | 2.5% | −7,757−1.6% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 351,193 | $17.8M | 2.2% | +61,305+21.1% | Added | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 329,055 | $17.3M | 2.2% | +9,227+2.9% | Added | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 668,103 | $16.9M | 2.1% | +28,375+4.4% | Added | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 257,656 | $16.1M | 2.0% | −10,770−4.0% | Reduced | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 297,533 | $15.7M | 2.0% | +36,193+13.8% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 461,634 | $11.7M | 1.5% | +4,723+1.0% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 260,643 | $9.25M | 1.2% | −5,305−2.0% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 142,402 | $7.93M | 1.0% | −3,220−2.2% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 217,175 | $5.69M | 0.7% | +2,362+1.1% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 107,307 | $5.61M | 0.7% | +7,829+7.9% | Added | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 225,440 | $5.58M | 0.7% | +3,798+1.7% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 206,560 | $5.14M | 0.6% | −8,520−4.0% | Reduced | – |
| AAPLApple Inc. | Stock | 12,818 | $3.21M | 0.4% | +102+0.8% | Added | History |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 64,750 | $3.09M | 0.4% | +11,918+22.6% | Added | – |
| MCDMcDonalds Corp | Stock | 7,501 | $2.17M | 0.3% | +13+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 4,786 | $2.02M | 0.3% | −667−12.2% | Reduced | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 50,458 | $1.91M | 0.2% | −4,664−8.5% | Reduced | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 55,673 | $1.37M | 0.2% | −305−0.5% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 5,909 | $1.30M | 0.2% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 54,979 | $1.28M | 0.2% | −148−0.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 8,612 | $1.16M | 0.1% | +71+0.8% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 52,100 | $1.13M | 0.1% | +52,100 | New | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 30,264 | $994.2K | 0.1% | +961+3.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $862.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,864 | $838.8K | 0.1% | −1,228−24.1% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $791.0K | 0.1% | 00.0% | Unchanged | – |
| WSBCWesbanco Inc | COM | 22,867 | $744.1K | 0.1% | +21+0.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $732.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $723.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $665.7K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,295 | $662.0K | 0.1% | 00.0% | Unchanged | – |
| EQTEQT Corp | Stock | 13,632 | $628.6K | 0.1% | +1,020+8.1% | Added | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 12,127 | $617.8K | 0.1% | −168−1.4% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 20,778 | $606.7K | 0.1% | +1,031+5.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,284 | $582.0K | 0.1% | −1−0.1% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,001 | $580.0K | 0.1% | +16+0.8% | Added | – |
| ORCLOracle Corp | Stock | 3,380 | $563.3K | 0.1% | −301−8.2% | Reduced | History |
| HONHoneywell International Inc | COM | 2,175 | $491.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 781 | $459.8K | 0.1% | 00.0% | Unchanged | – |
| DDominion Energy, Inc | Stock | 8,234 | $443.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Utilities ETF92204A876 | ETF | 2,631 | $430.0K | 0.1% | +40+1.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,916 | $420.4K | 0.1% | +63+3.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,480 | $419.9K | 0.1% | +4+0.2% | Added | – |
| LLYEli Lilly & Co | Stock | 480 | $370.6K | <0.1% | −122−20.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 863 | $348.5K | <0.1% | +101+13.3% | Added | History |
| VZVerizon Communications Inc | Stock | 8,332 | $333.2K | <0.1% | +857+11.5% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 4,167 | $320.1K | <0.1% | +20.0% | Added | History |
| USBUS Bancorp DE | COM NEW | 6,676 | $319.3K | <0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 4,138 | $296.7K | <0.1% | −20.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $287.4K | <0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 519 | $273.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $273.3K | <0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,390 | $257.1K | <0.1% | −4−0.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $247.1K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 10,344 | $235.5K | <0.1% | +1,569+17.9% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 1,828 | $230.5K | <0.1% | +11+0.6% | Added | History |
| NOWServiceNow, Inc. | Stock | 202 | $214.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $205.5K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 830 | $204.8K | <0.1% | +1+0.1% | Added | History |
| FDXFedEx Corp | Stock | 720 | $202.6K | <0.1% | +2+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,039 | $196.7K | <0.1% | +27+2.7% | Added | History |
| BPBP PLC | ADR | 6,405 | $189.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $188.3K | <0.1% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,454 | $175.6K | <0.1% | +5+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 298 | $174.7K | <0.1% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $173.6K | <0.1% | 00.0% | Unchanged | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 6,430 | $162.7K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,730 | $156.7K | <0.1% | −7,252−60.5% | Reduced | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,590 | $156.1K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,440 | $147.5K | <0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $147.2K | <0.1% | 00.0% | Unchanged | – |
| TJXTJX Companies Inc | Stock | 1,108 | $133.9K | <0.1% | −1−0.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 425 | $124.4K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 241 | $121.9K | <0.1% | −1−0.4% | Reduced | History |
| TTTrane Technologies plc | SHS | 325 | $120.0K | <0.1% | −1−0.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 497 | $115.2K | <0.1% | −44−8.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 597 | $113.7K | <0.1% | +18+3.1% | Added | History |
| CMCSAComcast Corp | Stock | 2,929 | $109.9K | <0.1% | −281−8.8% | Reduced | History |
| EMREmerson Electric Co | Stock | 868 | $107.6K | <0.1% | −49−5.3% | Reduced | History |
| BACBank of America Corp | Stock | 2,435 | $107.0K | <0.1% | −595−19.6% | Reduced | History |
| EXRExtra Space Storage Inc. | COM | 715 | $107.0K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 762 | $106.3K | <0.1% | −1−0.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 695 | $105.7K | <0.1% | −155−18.2% | Reduced | History |
| MOAltria Group, Inc. | Stock | 1,953 | $102.1K | <0.1% | −2−0.1% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 529 | $102.0K | <0.1% | −100−15.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 603 | $101.1K | <0.1% | −45−6.9% | Reduced | History |
| NOVNOV Inc. | COM | 6,902 | $100.8K | <0.1% | −11−0.2% | Reduced | History |
Sold out since Q3 2024 (64)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,235 | $96.4K | <0.1% | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,826 | $72.5K | <0.1% | – |
| iShares Global Clean Energy ETF464288224 | ETF | 3,250 | $47.7K | <0.1% | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,145 | $41.1K | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 468 | $30.3K | <0.1% | – |
| MROMarathon Oil Corp | COM | 882 | $23.5K | <0.1% | History |
| SONYSony Group Corp | SPONSORED ADR | 200 | $19.3K | <0.1% | History |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 1,297 | $16.4K | <0.1% | History |
| RILYBRC Group Holdings, Inc. | COM | 1,379 | $14.8K | <0.1% | History |
| NADNuveen Quality Municipal Income Fund | COM | 1,000 | $12.4K | <0.1% | History |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 375 | $9.42K | <0.1% | History |
| BYMBlackRock Municipal Income Quality Trust | COM | 667 | $8.03K | <0.1% | History |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 666 | $7.77K | <0.1% | History |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 666 | $6.39K | <0.1% | History |
| ASMLASML Holding NV | ADR | 7 | $5.83K | <0.1% | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 334 | $4.00K | <0.1% | History |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 334 | $3.53K | <0.1% | History |
| NOKNokia Corp | SPONSORED ADR | 800 | $3.50K | <0.1% | History |
| SMCISuper Micro Computer, Inc. | COM | 8 | $3.33K | <0.1% | History |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 333 | $2.88K | <0.1% | History |
| EQIXEquinix Inc | COM | 3 | $2.66K | <0.1% | History |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 200 | $1.74K | <0.1% | History |
| PGPPIMCO Global StocksPLUS & Income Fund | COM | 200 | $1.68K | <0.1% | History |
| NEUNewmarket Corp | COM | 3 | $1.66K | <0.1% | History |
| SFLSFL Corp Ltd. | SHS | 142 | $1.65K | <0.1% | History |
| MCRMFS Charter Income Trust | SH BEN INT | 250 | $1.64K | <0.1% | History |
| EEAEuropean Equity Fund, Inc | COM | 110 | $1.03K | <0.1% | History |
| BGSB&G Foods, Inc. | COM | 108 | $960 | <0.1% | History |
| CTLTCatalent, Inc. | COM | 15 | $909 | <0.1% | History |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 102 | $890 | <0.1% | History |
| CYTKCytokinetics Inc | COM NEW | 15 | $792 | <0.1% | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 21 | $686 | <0.1% | History |
| SRCLStericycle Inc | COM | 10 | $610 | <0.1% | History |
| CHEChemed Corp | COM | 1 | $601 | <0.1% | History |
| UNITUniti Group Inc. | COM | 100 | $564 | <0.1% | History |
| KWRQuaker Chemical Corp | COM | 3 | $506 | <0.1% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 4 | $500 | <0.1% | History |
| POWIPower Integrations Inc | COM | 7 | $449 | <0.1% | History |
| CHRDChord Energy Corp | COM NEW | 3 | $391 | <0.1% | History |
| SQSPSquarespace, Inc. | CLASS A | 8 | $372 | <0.1% | History |
| PRFTPerficient Inc | COM | 4 | $302 | <0.1% | History |
| AGRAvangrid, Inc. | COM | 6 | $215 | <0.1% | History |
| PWSCPowerschool Holdings, Inc. | COM CL A | 8 | $183 | <0.1% | History |
| SSTKShutterstock, Inc. | COM | 5 | $177 | <0.1% | History |
| MGPIMGP Ingredients Inc | COM | 2 | $167 | <0.1% | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 4 | $137 | <0.1% | History |
| VSTOVista Outdoor Inc. | COM | 3 | $118 | <0.1% | History |
| BTCGrayscale Bitcoin Mini Trust ETF | SHS | 20 | $113 | <0.1% | History |
| MYRGMyr Group Inc. | COM | 1 | $103 | <0.1% | History |
| TNCTennant Co | COM | 1 | $97 | <0.1% | History |
| BLMNBloomin' Brands, Inc. | COM | 5 | $83 | <0.1% | History |
| PGNYProgyny, Inc. | COM | 4 | $68 | <0.1% | History |
| HELEHelen of Troy Ltd | Stock | 1 | $62 | <0.1% | History |
| ODPODP Corp | COM | 2 | $60 | <0.1% | History |
| MXLMaxlinear, Inc | COM | 3 | $44 | <0.1% | History |
| RESRPC Inc | COM | 6 | $39 | <0.1% | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2 | $37 | <0.1% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 5 | $35 | <0.1% | History |
| COHUCohu Inc | COM | 1 | $26 | <0.1% | History |
| INSTInstructure Holdings, Inc. | COM | 1 | $24 | <0.1% | History |
| ACHAccendra Health Inc | Stock | 1 | $16 | <0.1% | History |
| ARRYArray Technologies, Inc. | COM SHS | 1 | $7 | <0.1% | History |
| GETYGetty Images Holdings, Inc. | CL A COM | 1 | $4 | <0.1% | History |
| GROYGold Royalty Corp. | COMMON SHARES | 97,300 | – | – | History |