DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 1,381
- −32 vs. Q4 2024
- Portfolio value
- $794.4M
- +$4.33M (+0.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,951,467 | $92.7M | 11.7% | +1,707+0.1% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,195,812 | $92.4M | 11.6% | +10,313+0.5% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,197,781 | $72.4M | 9.1% | −5,760−0.5% | Reduced | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,788,213 | $54.7M | 6.9% | −11,189−0.6% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,619,729 | $42.5M | 5.4% | +11,570+0.7% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,523,384 | $42.3M | 5.3% | −2,779−0.2% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 704,409 | $42.1M | 5.3% | −460.0% | Reduced | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,222,370 | $40.5M | 5.1% | −6,541−0.5% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,238,452 | $34.9M | 4.4% | +11,273+0.9% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 893,578 | $29.5M | 3.7% | +13,683+1.6% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 760,430 | $22.1M | 2.8% | −6,590−0.9% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 775,807 | $20.5M | 2.6% | +3,553+0.5% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 479,139 | $19.7M | 2.5% | −2,615−0.5% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 388,689 | $19.7M | 2.5% | +37,496+10.7% | Added | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 668,343 | $18.0M | 2.3% | +2400.0% | Added | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 329,269 | $17.5M | 2.2% | +214+0.1% | Added | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 322,613 | $17.2M | 2.2% | +25,080+8.4% | Added | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 253,221 | $15.5M | 2.0% | −4,435−1.7% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 461,629 | $12.0M | 1.5% | −50.0% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 257,794 | $10.1M | 1.3% | −2,849−1.1% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 140,330 | $7.23M | 0.9% | −2,072−1.5% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 219,339 | $5.93M | 0.7% | +2,164+1.0% | Added | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 227,993 | $5.75M | 0.7% | +2,553+1.1% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 105,808 | $5.53M | 0.7% | −1,499−1.4% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 205,273 | $5.38M | 0.7% | −1,287−0.6% | Reduced | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 71,350 | $3.39M | 0.4% | +6,600+10.2% | Added | – |
| NEMNEWMONT Corp | Stock | 60,088 | $2.90M | 0.4% | +60,016+83,355.6% | Added | History |
| AAPLApple Inc. | Stock | 12,297 | $2.73M | 0.3% | −521−4.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 7,515 | $2.35M | 0.3% | +14+0.2% | Added | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 51,081 | $1.83M | 0.2% | +623+1.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 4,770 | $1.79M | 0.2% | −16−0.3% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 5,908 | $1.47M | 0.2% | −10.0% | Reduced | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 55,698 | $1.44M | 0.2% | +250.0% | Added | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 54,746 | $1.30M | 0.2% | −233−0.4% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,870 | $1.04M | 0.1% | −394−1.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 8,415 | $912.0K | 0.1% | −197−2.3% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,864 | $781.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $779.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $754.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $744.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $735.0K | 0.1% | 00.0% | Unchanged | – |
| EQTEQT Corp | Stock | 13,626 | $728.0K | 0.1% | −60.0% | Reduced | History |
| WSBCWesbanco Inc | COM | 22,889 | $708.6K | 0.1% | +22+0.1% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $703.4K | 0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,285 | $684.4K | 0.1% | +1+0.1% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 20,906 | $652.9K | 0.1% | +128+0.6% | Added | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 12,272 | $632.0K | 0.1% | +145+1.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,295 | $607.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,009 | $552.2K | 0.1% | +8+0.4% | Added | – |
| DDominion Energy, Inc | Stock | 8,509 | $477.1K | 0.1% | +275+3.3% | Added | History |
| ORCLOracle Corp | Stock | 3,378 | $472.3K | 0.1% | −2−0.1% | Reduced | History |
| HONHoneywell International Inc | COM | 2,176 | $460.8K | 0.1% | +10.0% | Added | History |
| Vanguard Utilities ETF92204A876 | ETF | 2,651 | $452.8K | 0.1% | +20+0.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 781 | $438.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,485 | $429.3K | 0.1% | +5+0.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,938 | $368.7K | <0.1% | +22+1.1% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 4,172 | $349.9K | <0.1% | +5+0.1% | Added | History |
| VZVerizon Communications Inc | Stock | 7,304 | $331.3K | <0.1% | −1,028−12.3% | Reduced | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,924 | $329.3K | <0.1% | +4,494+69.9% | Added | History |
| LLYEli Lilly & Co | Stock | 371 | $306.4K | <0.1% | −109−22.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 4,141 | $293.6K | <0.1% | +3+0.1% | Added | History |
| MAMastercard Inc | Stock | 520 | $285.0K | <0.1% | +1+0.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,386 | $283.8K | <0.1% | −4−0.2% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 6,679 | $282.0K | <0.1% | +30.0% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $259.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $251.3K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 8,807 | $249.1K | <0.1% | −1,537−14.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $231.4K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 875 | $226.8K | <0.1% | +12+1.4% | Added | History |
| BPBP PLC | ADR | 6,405 | $216.4K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,831 | $201.4K | <0.1% | +3+0.2% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $197.8K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 830 | $193.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $190.3K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $180.1K | <0.1% | +1,940 | New | – |
| FDXFedEx Corp | Stock | 720 | $175.5K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 300 | $172.6K | <0.1% | +2+0.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 202 | $160.8K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,440 | $160.5K | <0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,036 | $160.2K | <0.1% | −3−0.3% | Reduced | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $159.9K | <0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,724 | $159.1K | <0.1% | −6−0.1% | Reduced | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,590 | $155.8K | <0.1% | 00.0% | Unchanged | – |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $151.6K | <0.1% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,436 | $147.5K | <0.1% | −18−1.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 1,106 | $134.7K | <0.1% | −2−0.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 423 | $129.2K | <0.1% | −2−0.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 757 | $129.0K | <0.1% | +154+25.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 244 | $127.8K | <0.1% | +3+1.2% | Added | History |
| MOAltria Group, Inc. | Stock | 1,952 | $117.2K | <0.1% | −1−0.1% | Reduced | History |
| VVisa Inc. | Stock | 320 | $112.1K | <0.1% | +3+0.9% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 763 | $111.2K | <0.1% | +1+0.1% | Added | History |
| KMBKimberly Clark Corp | Stock | 771 | $109.7K | <0.1% | +543+238.2% | Added | History |
| TTTrane Technologies plc | SHS | 324 | $109.2K | <0.1% | −1−0.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 656 | $108.7K | <0.1% | +19+3.0% | Added | History |
| CMCSAComcast Corp | Stock | 2,935 | $108.3K | <0.1% | +6+0.2% | Added | History |
| EXRExtra Space Storage Inc. | COM | 715 | $106.2K | <0.1% | 00.0% | Unchanged | History |
| NOVNOV Inc. | COM | 6,902 | $105.1K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 497 | $104.2K | <0.1% | −2−0.4% | Reduced | History |
| PEPPepsiCo Inc | Stock | 686 | $102.9K | <0.1% | −9−1.3% | Reduced | History |
Sold out since Q4 2024 (57)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ACVAACV Auctions Inc. | COM CL A | 52,100 | $1.13M | 0.1% | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 2 | $4.23K | <0.1% | History |
| BECNQxo Building Products, Inc. | COM | 17 | $1.73K | <0.1% | History |
| MGMMGM Resorts International | Stock | 41 | $1.42K | <0.1% | History |
| SUMSummit Materials, Inc. | CL A | 27 | $1.37K | <0.1% | History |
| VODVodafone Group Public Ltd Co | ADR | 138 | $1.17K | <0.1% | History |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 78 | $1.10K | <0.1% | History |
| ALGNAlign Technology Inc | COM | 5 | $1.04K | <0.1% | History |
| Barnes Group Inc067806109 | COM | 16 | $757 | <0.1% | – |
| HUBSHubSpot Inc | COM | 1 | $697 | <0.1% | History |
| ECGEverus Construction Group, Inc. | Stock | 9 | $592 | <0.1% | History |
| OSISOsi Systems Inc | COM | 3 | $503 | <0.1% | History |
| WDFCWD 40 Co | COM | 2 | $486 | <0.1% | History |
| CACCCredit Acceptance Corp | COM | 1 | $470 | <0.1% | History |
| FRPTFreshpet, Inc. | Stock | 3 | $445 | <0.1% | History |
| RGENRepligen Corp | COM | 3 | $432 | <0.1% | History |
| CNRCore Natural Resources, Inc. | COM | 4 | $427 | <0.1% | History |
| IBTXIndependent Bank Group, Inc. | COM | 7 | $425 | <0.1% | History |
| ARCHArch Resources, Inc. | CL A | 3 | $424 | <0.1% | History |
| HTLFHeartland Financial USA Inc | COM | 6 | $368 | <0.1% | History |
| APTVAptiv PLC | Stock | 6 | $363 | <0.1% | History |
| PRKPark National Corp | COM | 2 | $343 | <0.1% | History |
| WGOWinnebago Industries Inc | COM | 6 | $287 | <0.1% | History |
| THRMGentherm Inc | COM | 7 | $280 | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 2 | $252 | <0.1% | History |
| TGTXTG Therapeutics, Inc. | COM | 8 | $241 | <0.1% | History |
| MTRNMATERION Corp | COM | 2 | $198 | <0.1% | History |
| TFINTriumph Financial, Inc. | COM | 2 | $182 | <0.1% | History |
| UCTTUltra Clean Holdings, Inc. | COM | 5 | $180 | <0.1% | History |
| VCVisteon Corp | COM NEW | 2 | $178 | <0.1% | History |
| LILAKLiberty Latin America Ltd. | COM CL C | 28 | $178 | <0.1% | History |
| ICUIIcu Medical Inc | COM | 1 | $156 | <0.1% | History |
| ACLSAxcelis Technologies Inc | Stock | 2 | $140 | <0.1% | History |
| ICFIICF International, Inc. | Stock | 1 | $120 | <0.1% | History |
| Paramount Global92556H107 | CL A | 4 | $90 | <0.1% | – |
| LNWOLight & Wonder, Inc. | COM | 1 | $87 | <0.1% | History |
| PCVXVaxcyte, Inc. | COM | 1 | $82 | <0.1% | History |
| CMPRCIMPRESS plc | SHS EURO | 1 | $72 | <0.1% | History |
| ENPHEnphase Energy, Inc. | Stock | 1 | $69 | <0.1% | History |
| LEGLeggett & Platt Inc | Stock | 7 | $68 | <0.1% | History |
| STCStewart Information Services Corp | COM | 1 | $68 | <0.1% | History |
| GOGrocery Outlet Holding Corp. | COM | 4 | $63 | <0.1% | History |
| SONOSonos Inc | COM | 4 | $61 | <0.1% | History |
| GEARRevelyst, Inc. | COM SHS | 3 | $58 | <0.1% | History |
| LBTYKLiberty Global Ltd. | COM CL C | 7 | $45 | <0.1% | History |
| VALValaris Ltd | CL A | 1 | $45 | <0.1% | History |
| AMTMAmentum Holdings, Inc. | COM | 2 | $43 | <0.1% | History |
| PZZAPapa Johns International Inc | Stock | 1 | $42 | <0.1% | History |
| FLYWFlywire Corp | COM VTG | 2 | $42 | <0.1% | History |
| MYGNMyriad Genetics Inc | COM | 3 | $42 | <0.1% | History |
| NKLANikola Corp | COM NEW | 32 | $39 | <0.1% | History |
| FOXFFox Factory Holding Corp | COM | 1 | $31 | <0.1% | History |
| AMNAmn Healthcare Services Inc | COM | 1 | $24 | <0.1% | History |
| EVCMEverCommerce Inc. | COM | 2 | $23 | <0.1% | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2 | $21 | <0.1% | History |
| EVHEvolent Health, Inc. | CL A | 1 | $12 | <0.1% | History |
| PLUGPlug Power Inc | Stock | 3 | $7 | <0.1% | History |