DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 1,369
- +4 vs. Q2 2025
- Portfolio value
- $881.9M
- +$39.5M (+4.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,244,402 | $95.2M | 10.8% | +80,693+3.7% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,948,094 | $93.9M | 10.6% | +49,990+2.6% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,223,673 | $85.9M | 9.7% | −1,326−0.1% | Reduced | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,846,491 | $60.3M | 6.8% | +27,938+1.5% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 739,532 | $50.5M | 5.7% | +9,085+1.2% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,487,702 | $48.0M | 5.4% | −19,793−1.3% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,688,254 | $46.4M | 5.3% | +39,445+2.4% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,240,006 | $45.7M | 5.2% | +6,751+0.5% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,359,377 | $44.0M | 5.0% | +24,254+1.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 924,122 | $34.9M | 4.0% | +3,251+0.4% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 729,618 | $25.3M | 2.9% | −18,027−2.4% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 767,262 | $23.7M | 2.7% | −5,734−0.7% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 447,927 | $22.7M | 2.6% | +43,127+10.7% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 470,667 | $20.9M | 2.4% | −1,526−0.3% | Reduced | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 374,242 | $20.5M | 2.3% | +26,739+7.7% | Added | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 666,194 | $19.9M | 2.3% | −591−0.1% | Reduced | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 327,327 | $17.9M | 2.0% | +1,045+0.3% | Added | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 243,581 | $17.1M | 1.9% | −2,591−1.1% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 458,370 | $13.8M | 1.6% | −4,904−1.1% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 247,799 | $11.3M | 1.3% | −2,863−1.1% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 137,046 | $8.07M | 0.9% | −1,304−0.9% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 225,684 | $6.96M | 0.8% | −222−0.1% | Reduced | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 236,259 | $6.89M | 0.8% | +518+0.2% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 195,896 | $6.00M | 0.7% | −4,591−2.3% | Reduced | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 104,714 | $5.60M | 0.6% | −1,182−1.1% | Reduced | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 74,108 | $3.51M | 0.4% | +3,480+4.9% | Added | – |
| AAPLApple Inc. | Stock | 12,875 | $2.99M | 0.3% | −281−2.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 7,529 | $2.36M | 0.3% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 53,058 | $2.19M | 0.2% | +630+1.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 4,084 | $2.07M | 0.2% | +5+0.1% | Added | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 51,341 | $1.59M | 0.2% | −1,025−2.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 8,555 | $1.49M | 0.2% | +39+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,908 | $1.44M | 0.2% | −20.0% | Reduced | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,206 | $1.18M | 0.1% | −780−2.6% | Reduced | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 40,737 | $972.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $964.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,875 | $885.3K | 0.1% | +11+0.3% | Added | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 25,390 | $844.7K | 0.1% | −90−0.4% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $804.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $798.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,335 | $791.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $787.9K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,385 | $765.5K | 0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,124 | $754.1K | 0.1% | 00.0% | Unchanged | – |
| WSBCWesbanco Inc | COM | 22,837 | $749.1K | 0.1% | +23+0.1% | Added | History |
| DKNGDraftKings Inc. | Stock | 15,029 | $721.1K | 0.1% | +15,006+65,243.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,262 | $719.8K | 0.1% | −33−2.5% | Reduced | – |
| EQTEQT Corp | Stock | 13,627 | $706.4K | 0.1% | +20.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,284 | $645.8K | 0.1% | −1−0.1% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,014 | $640.9K | 0.1% | +6+0.3% | Added | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 10,222 | $538.0K | 0.1% | −1,165−10.2% | Reduced | – |
| DDominion Energy, Inc | Stock | 8,604 | $515.4K | 0.1% | −10.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 776 | $503.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,669 | $487.6K | 0.1% | 00.0% | Unchanged | – |
| HONHoneywell International Inc | COM | 2,175 | $477.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,489 | $456.1K | 0.1% | +4+0.2% | Added | – |
| BNYBank of New York Mellon Corp | Stock | 4,206 | $444.1K | 0.1% | +20.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,938 | $443.8K | 0.1% | −4−0.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,024 | $341.9K | <0.1% | −3−0.3% | Reduced | History |
| MAMastercard Inc | Stock | 519 | $309.0K | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,687 | $307.1K | <0.1% | −10−0.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $305.9K | <0.1% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 6,193 | $302.4K | <0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 4,139 | $298.2K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 396 | $290.1K | <0.1% | +1+0.3% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $289.8K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 8,945 | $262.0K | <0.1% | −14−0.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $258.4K | <0.1% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,442 | $234.5K | <0.1% | +11+0.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,063 | $226.3K | <0.1% | +4+0.4% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $223.3K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $222.9K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 299 | $220.6K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 831 | $214.4K | <0.1% | +1+0.1% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $208.1K | <0.1% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $205.4K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 4,435 | $196.2K | <0.1% | −23−0.5% | Reduced | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,646 | $195.3K | <0.1% | +206+4.6% | Added | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,804 | $190.7K | <0.1% | +175+3.8% | Added | – |
| NOWServiceNow, Inc. | Stock | 202 | $185.3K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $179.1K | <0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 717 | $165.7K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,886 | $164.9K | <0.1% | −6−0.3% | Reduced | History |
| TJXTJX Companies Inc | Stock | 1,105 | $151.0K | <0.1% | −1−0.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 491 | $146.0K | <0.1% | +4+0.8% | Added | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $138.8K | <0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 750 | $134.8K | <0.1% | −2−0.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 324 | $134.7K | <0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 423 | $128.6K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 406 | $122.4K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 751 | $117.9K | <0.1% | −5−0.7% | Reduced | History |
| EMREmerson Electric Co | Stock | 868 | $114.6K | <0.1% | +1+0.1% | Added | History |
| CVXChevron Corp | Stock | 707 | $113.5K | <0.1% | +16+2.3% | Added | History |
| ROKRockwell Automation, Inc | Stock | 329 | $113.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 2,217 | $112.5K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 318 | $111.9K | <0.1% | −2−0.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 628 | $111.2K | <0.1% | −31−4.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 514 | $109.8K | <0.1% | −97−15.9% | Reduced | History |
| MSMorgan Stanley | Stock | 703 | $105.8K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 496 | $104.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (34)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| CWANClearwater Analytics Holdings, Inc. | CL A | 57,000 | $1.25M | 0.1% | History |
| ANSSAnsys Inc | COM | 176 | $61.8K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 112 | $15.1K | <0.1% | – |
| Paramount Global92556H206 | CL B | 415 | $5.35K | <0.1% | – |
| HESHess Corp | Stock | 35 | $4.85K | <0.1% | History |
| ESGREnstar Group LTD | SHS | 7 | $2.35K | <0.1% | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1 | $1.96K | <0.1% | History |
| JNPRJuniper Networks Inc | COM | 49 | $1.96K | <0.1% | History |
| HUBSHubSpot Inc | COM | 2 | $1.11K | <0.1% | History |
| GMSGMS Inc. | COM | 10 | $1.09K | <0.1% | History |
| AZEKAZEK Co Inc. | CL A | 19 | $1.03K | <0.1% | History |
| RGENRepligen Corp | COM | 6 | $747 | <0.1% | History |
| CHXChampionX Corp | COM | 29 | $721 | <0.1% | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 6 | $634 | <0.1% | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 19 | $563 | <0.1% | History |
| SNAPSnap Inc | Stock | 63 | $548 | <0.1% | History |
| GLOBGlobant S.A. | COM | 6 | $546 | <0.1% | History |
| CLVTClarivate PLC | ORD SHS | 108 | $465 | <0.1% | History |
| AMEDAmedisys Inc | COM | 4 | $394 | <0.1% | History |
| EPCEdgewell Personal Care Co | COM | 13 | $305 | <0.1% | History |
| MTRNMATERION Corp | COM | 3 | $239 | <0.1% | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 26 | $237 | <0.1% | History |
| NSPInsperity, Inc. | COM | 3 | $181 | <0.1% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3 | $145 | <0.1% | History |
| GOGrocery Outlet Holding Corp. | COM | 11 | $137 | <0.1% | History |
| ICUIIcu Medical Inc | COM | 1 | $133 | <0.1% | History |
| TFINTriumph Financial, Inc. | COM | 2 | $111 | <0.1% | History |
| LGIHLGI Homes, Inc. | COM | 1 | $52 | <0.1% | History |
| HNIHni Corp | Stock | 1 | $50 | <0.1% | History |
| SGRYSurgery Partners, Inc. | Stock | 2 | $45 | <0.1% | History |
| THSTreeHouse Foods, Inc. | COM | 2 | $39 | <0.1% | History |
| CRICarters Inc | COM | 1 | $31 | <0.1% | History |
| RPDRapid7, Inc. | COM | 1 | $24 | <0.1% | History |
| NEOGNeogen Corp | COM | 4 | $20 | <0.1% | History |