DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 1,365
- −16 vs. Q1 2025
- Portfolio value
- $842.4M
- +$48.0M (+6.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,163,709 | $91.4M | 10.9% | −32,103−1.5% | Reduced | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,898,104 | $91.1M | 10.8% | −53,363−2.7% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,224,999 | $82.1M | 9.7% | +27,218+2.3% | Added | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,818,553 | $56.4M | 6.7% | +30,340+1.7% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,507,495 | $46.9M | 5.6% | −15,889−1.0% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 730,447 | $46.5M | 5.5% | +26,038+3.7% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,648,809 | $44.2M | 5.3% | +29,080+1.8% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,233,255 | $43.9M | 5.2% | +10,885+0.9% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,335,123 | $39.3M | 4.7% | +96,671+7.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 920,871 | $33.0M | 3.9% | +27,293+3.1% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 747,645 | $24.6M | 2.9% | −12,785−1.7% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 772,996 | $22.9M | 2.7% | −2,811−0.4% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 404,800 | $20.5M | 2.4% | +16,111+4.1% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 472,193 | $20.0M | 2.4% | −6,946−1.4% | Reduced | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 666,785 | $19.7M | 2.3% | −1,558−0.2% | Reduced | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 347,503 | $18.9M | 2.2% | +24,890+7.7% | Added | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 326,282 | $17.7M | 2.1% | −2,987−0.9% | Reduced | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 246,172 | $16.5M | 2.0% | −7,049−2.8% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 463,274 | $13.4M | 1.6% | +1,645+0.4% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 250,662 | $10.7M | 1.3% | −7,132−2.8% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 138,350 | $7.47M | 0.9% | −1,980−1.4% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 225,906 | $6.77M | 0.8% | +6,567+3.0% | Added | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 235,741 | $6.60M | 0.8% | +7,748+3.4% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 200,487 | $5.89M | 0.7% | −4,786−2.3% | Reduced | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 105,896 | $5.65M | 0.7% | +88+0.1% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 70,628 | $3.35M | 0.4% | −722−1.0% | Reduced | – |
| AAPLApple Inc. | Stock | 13,156 | $2.70M | 0.3% | +859+7.0% | Added | History |
| MCDMcDonalds Corp | Stock | 7,529 | $2.20M | 0.3% | +14+0.2% | Added | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 52,428 | $2.06M | 0.2% | +1,347+2.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 4,079 | $2.03M | 0.2% | −691−14.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 5,910 | $1.74M | 0.2% | +20.0% | Added | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 52,366 | $1.56M | 0.2% | −3,332−6.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 8,516 | $1.35M | 0.2% | +101+1.2% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 57,000 | $1.25M | 0.1% | +57,000 | New | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,986 | $1.18M | 0.1% | +116+0.4% | Added | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 40,737 | $955.7K | 0.1% | −14,009−25.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $921.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,864 | $826.3K | 0.1% | 00.0% | Unchanged | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 25,480 | $812.6K | 0.1% | +14,556+133.2% | Added | History |
| EQTEQT Corp | Stock | 13,625 | $794.6K | 0.1% | −10.0% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $779.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $768.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $758.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,335 | $758.3K | 0.1% | −133−9.1% | Reduced | – |
| ORCLOracle Corp | Stock | 3,385 | $740.1K | 0.1% | +7+0.2% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,124 | $730.3K | 0.1% | +218+1.0% | Added | – |
| WSBCWesbanco Inc | COM | 22,814 | $721.6K | 0.1% | −75−0.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,295 | $714.4K | 0.1% | 00.0% | Unchanged | – |
| TOSTToast, Inc. | Stock | 15,042 | $666.2K | 0.1% | +15,018+62,575.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,285 | $624.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,008 | $610.4K | 0.1% | −10.0% | Reduced | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 11,387 | $597.0K | 0.1% | −885−7.2% | Reduced | – |
| HONHoneywell International Inc | COM | 2,175 | $506.5K | 0.1% | −10.0% | Reduced | History |
| DDominion Energy, Inc | Stock | 8,605 | $486.4K | 0.1% | +96+1.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 776 | $481.8K | 0.1% | −5−0.6% | Reduced | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,669 | $471.1K | 0.1% | +18+0.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,485 | $439.2K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,942 | $426.1K | 0.1% | +4+0.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 4,204 | $383.0K | <0.1% | +32+0.8% | Added | History |
| TSLATesla, Inc. | Stock | 1,027 | $326.2K | <0.1% | +152+17.4% | Added | History |
| LLYEli Lilly & Co | Stock | 395 | $307.9K | <0.1% | +24+6.5% | Added | History |
| MAMastercard Inc | Stock | 519 | $291.6K | <0.1% | −1−0.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,697 | $290.8K | <0.1% | +311+13.0% | Added | History |
| NEENextera Energy Inc | Stock | 4,139 | $287.3K | <0.1% | −20.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $280.7K | <0.1% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 6,193 | $280.2K | <0.1% | −486−7.3% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $262.6K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 8,959 | $259.3K | <0.1% | +152+1.7% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $245.9K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 299 | $220.4K | <0.1% | −1−0.3% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $213.8K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $213.6K | <0.1% | 00.0% | Unchanged | – |
| NOWServiceNow, Inc. | Stock | 202 | $207.7K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,431 | $203.1K | <0.1% | −5−0.3% | Reduced | History |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $200.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $196.8K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 4,458 | $192.9K | <0.1% | −2,846−39.0% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 1,892 | $191.0K | <0.1% | +61+3.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,059 | $186.6K | <0.1% | +23+2.2% | Added | History |
| LOWLowes Companies Inc | Stock | 830 | $184.2K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,440 | $177.7K | <0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,629 | $176.2K | <0.1% | −95−2.0% | Reduced | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $163.1K | <0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 717 | $163.0K | <0.1% | −3−0.4% | Reduced | History |
| TTTrane Technologies plc | SHS | 324 | $141.7K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $139.2K | <0.1% | −500−13.9% | Reduced | – |
| TJXTJX Companies Inc | Stock | 1,106 | $136.6K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 487 | $134.2K | <0.1% | −8−1.6% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 423 | $130.5K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 752 | $124.9K | <0.1% | −11−1.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 756 | $120.4K | <0.1% | −1−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 406 | $117.7K | <0.1% | +3+0.7% | Added | History |
| EMREmerson Electric Co | Stock | 867 | $115.6K | <0.1% | −1−0.1% | Reduced | History |
| VVisa Inc. | Stock | 320 | $113.6K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 329 | $109.3K | <0.1% | −1−0.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 611 | $108.4K | <0.1% | +20+3.4% | Added | History |
| EXRExtra Space Storage Inc. | COM | 715 | $105.4K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 2,217 | $104.9K | <0.1% | −132−5.6% | Reduced | History |
| CMCSAComcast Corp | Stock | 2,885 | $103.0K | <0.1% | −50−1.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 659 | $100.6K | <0.1% | +3+0.5% | Added | History |
Sold out since Q1 2025 (52)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| BPBP PLC | ADR | 6,405 | $216.4K | <0.1% | History |
| DFSDiscover Financial Services | COM | 190 | $32.4K | <0.1% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 200 | $16.2K | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 60 | $10.3K | <0.1% | – |
| BERYBerry Global Group, Inc. | COM | 31 | $2.17K | <0.1% | History |
| JWNNordstrom Inc | Stock | 30 | $734 | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 27 | $675 | <0.1% | History |
| LSCCLattice Semiconductor Corp | COM | 12 | $630 | <0.1% | History |
| FOURShift4 Payments, Inc. | CL A | 6 | $491 | <0.1% | History |
| SWISolarWinds Corp | COM | 26 | $480 | <0.1% | History |
| HEESH&E Equipment Services, Inc. | COM | 5 | $474 | <0.1% | History |
| PTVEPactiv Evergreen Inc. | COM | 26 | $469 | <0.1% | History |
| XUnited States Steel Corp | COM | 11 | $465 | <0.1% | History |
| JJSFJ&J Snack Foods Corp | COM | 3 | $396 | <0.1% | History |
| PDCOPatterson Companies, Inc. | COM | 12 | $375 | <0.1% | History |
| RXORXO, Inc. | COMMON STOCK | 19 | $363 | <0.1% | History |
| RUNSunrun Inc. | COM | 52 | $305 | <0.1% | History |
| FLFoot Locker, Inc. | COM | 19 | $268 | <0.1% | History |
| NAVINavient Corp | COM | 19 | $240 | <0.1% | History |
| ECHOEchoStar CORP | CL A | 6 | $154 | <0.1% | History |
| VRNTVerint Systems Inc | COM | 6 | $108 | <0.1% | History |
| ALGMAllegro Microsystems, Inc. | COM | 4 | $101 | <0.1% | History |
| ADUSAddus HomeCare Corp | COM | 1 | $99 | <0.1% | History |
| MAGNMagnera Corp | COM SHS | 5 | $91 | <0.1% | History |
| CAVACava Group, Inc. | COM | 1 | $87 | <0.1% | History |
| Starz Entertainment Corp535919401 | CL A VTG | 7 | $62 | <0.1% | – |
| SCLStepan Co | COM | 1 | $56 | <0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 5 | $56 | <0.1% | History |
| TROXTronox Holdings plc | SHS | 5 | $36 | <0.1% | History |
| OMCLOmnicell, Inc. | COM | 1 | $35 | <0.1% | History |
| HLIOHelios Technologies, Inc. | COM | 1 | $33 | <0.1% | History |
| Starz Entertainment Corp535919500 | CL B NON VTG | 4 | $32 | <0.1% | – |
| CMRECostamare Inc. | SHS | 3 | $30 | <0.1% | History |
| VSTSVestis Corp | COM SHS | 3 | $30 | <0.1% | History |
| MRNAModerna, Inc. | Stock | 1 | $29 | <0.1% | History |
| DNLIDenali Therapeutics Inc. | COM | 2 | $28 | <0.1% | History |
| ADNTAdient plc | Stock | 2 | $26 | <0.1% | History |
| NABLN-able, Inc. | COMMON STOCK | 3 | $22 | <0.1% | History |
| XPROExpro Ltd | COM | 2 | $20 | <0.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 3 | $19 | <0.1% | History |
| DKDelek US Holdings, Inc. | COM | 1 | $16 | <0.1% | History |
| CALYCallaway Golf Co | COM | 2 | $14 | <0.1% | History |
| DVDoubleVerify Holdings, Inc. | COM | 1 | $14 | <0.1% | History |
| EXTRExtreme Networks Inc | COM | 1 | $14 | <0.1% | History |
| KOSKosmos Energy Ltd. | COM | 6 | $14 | <0.1% | History |
| JAMFJamf Holding Corp. | COM | 1 | $13 | <0.1% | History |
| GTMZoomInfo Technologies Inc. | Stock | 1 | $10 | <0.1% | History |
| NEONeogenomics Inc | COM NEW | 1 | $10 | <0.1% | History |
| DNUTKrispy Kreme, Inc. | COM | 2 | $10 | <0.1% | History |
| KSSKOHLS Corp | Stock | 1 | $9 | <0.1% | History |
| NFENew Fortress Energy Inc. | COM CL A | 1 | $9 | <0.1% | History |
| IASIntegral Ad Science Holding Corp. | COM | 1 | $9 | <0.1% | History |