DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- Latest filing
- Jul 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 16, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 1,367
- −2 vs. Q3 2025
- Portfolio value
- $919.2M
- +$37.3M (+4.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,443,342 | $104.0M | 11.3% | +198,940+8.9% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 2,043,634 | $98.0M | 10.7% | +95,540+4.9% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,177,545 | $87.3M | 9.5% | −46,128−3.8% | Reduced | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,815,396 | $62.1M | 6.8% | −31,095−1.7% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 735,392 | $51.2M | 5.6% | −4,140−0.6% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,815,929 | $48.0M | 5.2% | +127,675+7.6% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,391,429 | $47.9M | 5.2% | −96,273−6.5% | Reduced | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,219,564 | $46.4M | 5.0% | −20,442−1.6% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,351,902 | $44.5M | 4.8% | −7,475−0.5% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 907,983 | $35.9M | 3.9% | −16,139−1.7% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 565,854 | $28.7M | 3.1% | +117,927+26.3% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 660,239 | $25.1M | 2.7% | −69,379−9.5% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 735,429 | $24.3M | 2.6% | −31,833−4.1% | Reduced | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 436,497 | $23.6M | 2.6% | +62,255+16.6% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 465,337 | $21.7M | 2.4% | −5,330−1.1% | Reduced | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 642,745 | $20.4M | 2.2% | −23,449−3.5% | Reduced | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 329,297 | $17.9M | 1.9% | +1,970+0.6% | Added | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 234,834 | $17.4M | 1.9% | −8,747−3.6% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 434,485 | $14.2M | 1.5% | −23,885−5.2% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 239,983 | $12.0M | 1.3% | −7,816−3.2% | Reduced | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 135,153 | $8.05M | 0.9% | −1,893−1.4% | Reduced | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 209,276 | $7.06M | 0.8% | −16,408−7.3% | Reduced | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 217,678 | $7.02M | 0.8% | −18,581−7.9% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 189,035 | $6.19M | 0.7% | −6,861−3.5% | Reduced | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 107,461 | $5.66M | 0.6% | +2,747+2.6% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 80,070 | $3.86M | 0.4% | +5,962+8.0% | Added | – |
| AAPLApple Inc. | Stock | 12,165 | $3.31M | 0.4% | −710−5.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 7,557 | $2.31M | 0.3% | +28+0.4% | Added | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 50,535 | $2.19M | 0.2% | −2,523−4.8% | Reduced | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 120,000 | $2.01M | 0.2% | +120,000 | New | History |
| MSFTMicrosoft Corp | Stock | 4,102 | $1.98M | 0.2% | +18+0.4% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,908 | $1.75M | 0.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 8,757 | $1.63M | 0.2% | +202+2.4% | Added | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 48,138 | $1.59M | 0.2% | −3,203−6.2% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,275 | $1.17M | 0.1% | −1,931−6.6% | Reduced | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 27,160 | $1.13M | 0.1% | +1,770+7.0% | Added | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 45,385 | $1.04M | 0.1% | +4,648+11.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $1.03M | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,478 | $926.9K | 0.1% | +143+10.7% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,875 | $901.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $852.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $832.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $821.9K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,161 | $806.5K | 0.1% | +37+0.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,262 | $775.3K | 0.1% | 00.0% | Unchanged | – |
| WSBCWesbanco Inc | COM | 22,712 | $754.9K | 0.1% | −125−0.5% | Reduced | History |
| EQTEQT Corp | Stock | 13,626 | $730.3K | 0.1% | −10.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,025 | $678.9K | 0.1% | +11+0.5% | Added | – |
| ORCLOracle Corp | Stock | 3,392 | $661.2K | 0.1% | +7+0.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,084 | $544.9K | 0.1% | −200−15.6% | Reduced | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 10,481 | $542.9K | 0.1% | +259+2.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 756 | $517.8K | 0.1% | −20−2.6% | Reduced | – |
| DDominion Energy, Inc | Stock | 8,798 | $515.5K | 0.1% | +194+2.3% | Added | History |
| Vanguard Utilities ETF92204A876 | ETF | 2,706 | $500.8K | 0.1% | +37+1.4% | Added | – |
| BNYBank of New York Mellon Corp | Stock | 4,207 | $488.4K | 0.1% | +10.0% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,493 | $476.2K | 0.1% | +4+0.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,963 | $453.1K | <0.1% | +25+1.3% | Added | History |
| TSLATesla, Inc. | Stock | 974 | $438.0K | <0.1% | −50−4.9% | Reduced | History |
| HONHoneywell International Inc | COM | 2,175 | $424.3K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,092 | $341.8K | <0.1% | +29+2.7% | Added | History |
| NEENextera Energy Inc | Stock | 4,141 | $332.4K | <0.1% | +20.0% | Added | History |
| USBUS Bancorp DE | COM NEW | 6,193 | $330.5K | <0.1% | 00.0% | Unchanged | History |
| RKTRocket Companies, Inc. | Stock | 16,821 | $325.7K | <0.1% | +16,821 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $320.1K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,964 | $316.1K | <0.1% | +3,964 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,461 | $312.9K | <0.1% | +19+1.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,595 | $312.3K | <0.1% | −92−3.4% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $301.6K | <0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 519 | $296.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $261.7K | <0.1% | 00.0% | Unchanged | – |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $258.2K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $239.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $223.8K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 8,938 | $222.0K | <0.1% | −7−0.1% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $211.8K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,646 | $210.0K | <0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 718 | $207.4K | <0.1% | +1+0.1% | Added | History |
| LOWLowes Companies Inc | Stock | 832 | $200.5K | <0.1% | +1+0.1% | Added | History |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,652 | $200.2K | <0.1% | +2,652 | New | – |
| METAMeta Platforms, Inc. | Stock | 303 | $199.9K | <0.1% | +4+1.3% | Added | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $195.4K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 1,897 | $188.2K | <0.1% | +11+0.6% | Added | History |
| ROKRockwell Automation, Inc | Stock | 474 | $184.4K | <0.1% | +145+44.1% | Added | History |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,392 | $182.2K | <0.1% | −412−8.6% | Reduced | – |
| VZVerizon Communications Inc | Stock | 4,413 | $179.7K | <0.1% | −22−0.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 513 | $177.6K | <0.1% | +22+4.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 514 | $161.3K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 1,030 | $157.8K | <0.1% | +20+2.0% | AddedConverted for a 5-for-1 split | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $150.4K | <0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 133 | $142.9K | <0.1% | −263−66.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 424 | $136.6K | <0.1% | +18+4.4% | Added | History |
| JNJJohnson & Johnson | Stock | 628 | $130.0K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 324 | $126.1K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 751 | $122.1K | <0.1% | +1+0.1% | Added | History |
| BACBank of America Corp | Stock | 2,183 | $120.0K | <0.1% | −34−1.5% | Reduced | History |
| VVisa Inc. | Stock | 333 | $116.8K | <0.1% | +15+4.7% | Added | History |
| EMREmerson Electric Co | Stock | 868 | $115.2K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 490 | $112.1K | <0.1% | −6−1.2% | Reduced | History |
| NOVNOV Inc. | COM | 6,931 | $108.3K | <0.1% | +31+0.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 421 | $108.3K | <0.1% | −2−0.5% | Reduced | History |
Sold out since Q3 2025 (43)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 557 | $11.5K | <0.1% | – |
| KKellanova | Stock | 52 | $4.13K | <0.1% | History |
| IPGInterpublic Group of Companies, Inc. | COM | 71 | $1.91K | <0.1% | History |
| DUOLDuolingo, Inc. | CL A COM | 6 | $1.79K | <0.1% | History |
| SKXSkechers USA Inc | CL A | 25 | $1.58K | <0.1% | History |
| BLDPBallard Power Systems Inc. | COM | 500 | $1.01K | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 29 | $777 | <0.1% | History |
| ROADConstruction Partners, Inc. | COM CL A | 6 | $720 | <0.1% | History |
| SLABSilicon Laboratories Inc. | Stock | 5 | $672 | <0.1% | History |
| PINCPremier, Inc. | CL A | 25 | $648 | <0.1% | History |
| SHAKShake Shack Inc. | CL A | 5 | $530 | <0.1% | History |
| PCYOPure Cycle Corp | COM NEW | 50 | $505 | <0.1% | History |
| SNNRFSunrise Communications AG | ADS CL A | 8 | $503 | <0.1% | History |
| PPBIPacific Premier Bancorp Inc | COM | 19 | $466 | <0.1% | History |
| SMMTSummit Therapeutics Inc. | COM | 18 | $427 | <0.1% | History |
| COOPMaverick Merger Sub 2, LLC | COM | 2 | $378 | <0.1% | History |
| WERNWerner Enterprises Inc | COM | 13 | $376 | <0.1% | History |
| NVXNOVONIX Ltd | SPONSORED ADS | 250 | $373 | <0.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 82 | $345 | <0.1% | History |
| KMTKennametal Inc | COM | 13 | $279 | <0.1% | History |
| RHRH | COM | 1 | $226 | <0.1% | History |
| ARCBArcbest Corp | COM | 3 | $222 | <0.1% | History |
| HBIHanesbrands Inc. | COM | 33 | $209 | <0.1% | History |
| ALEAllete Inc | COM NEW | 3 | $193 | <0.1% | History |
| HWKNHawkins Inc | COM | 1 | $168 | <0.1% | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 4 | $167 | <0.1% | History |
| TNCTennant Co | COM | 2 | $165 | <0.1% | History |
| CNMDCONMED Corp | COM | 3 | $164 | <0.1% | History |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 4 | $148 | <0.1% | History |
| AINAlbany International Corp | CL A | 2 | $128 | <0.1% | History |
| EVTCEVERTEC, Inc. | COM | 3 | $108 | <0.1% | History |
| UPBDUpbound Group, Inc. | COM | 4 | $102 | <0.1% | History |
| INFAInformatica Inc. | COM CL A | 4 | $100 | <0.1% | History |
| AKROAkero Therapeutics, Inc. | COM | 2 | $94 | <0.1% | History |
| FOURShift4 Payments, Inc. | CL A | 1 | $91 | <0.1% | History |
| UAAUnder Armour, Inc. | Stock | 13 | $65 | <0.1% | History |
| HUNHuntsman CORP | COM | 5 | $56 | <0.1% | History |
| HIHillenbrand, Inc. | COM | 2 | $51 | <0.1% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2 | $46 | <0.1% | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1 | $38 | <0.1% | History |
| LCIDLucid Group, Inc. | COM | 16 | $32 | <0.1% | History |
| ASTHAstrana Health, Inc. | COM NEW | 1 | $32 | <0.1% | History |
| CWHCamping World Holdings, Inc. | CL A | 1 | $18 | <0.1% | History |