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Livermore
Livermore
ZHEN

DiNuzzo Private Wealth, Inc.

SEC CIK
0001994563
Latest filing
Jul 10, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 8, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1,345
−22 vs. Q4 2025
Portfolio value
$928.1M
+$8.89M (+1.0%) vs. Q4 2025
Filed
Apr 8, 2026
SEC
Holdings of DiNuzzo Private Wealth, Inc. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF2,521,571$106.5M11.5%+78,229+3.2%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF2,041,183$97.7M10.5%−2,451−0.1%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF1,176,569$83.4M9.0%−976−0.1%Reduced–
Dimensional ETF Trust25434V666US LARG VALU ETF1,804,410$64.4M6.9%−10,986−0.6%Reduced–
Dimensional U.S. Small Cap ETF25434V500ETF735,546$52.3M5.6%+1540.0%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY1,385,033$49.2M5.3%−6,396−0.5%Reduced–
Dimensional ETF Trust25434V658GLOBAL REAL EST1,839,517$48.9M5.3%+23,588+1.3%Added–
Dimensional ETF Trust25434V815US SMALL CAP ETF1,347,565$47.2M5.1%−4,337−0.3%Reduced–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,225,021$45.0M4.9%+5,457+0.4%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF917,351$35.6M3.8%+9,368+1.0%Added–
Dimensional Ultrashort Fixed Income ETF25434V591ETF568,272$28.8M3.1%+2,418+0.4%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO740,196$25.6M2.8%+4,767+0.6%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V646,728$25.5M2.7%−13,511−2.0%Reduced–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF460,302$24.9M2.7%+23,805+5.5%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE455,449$22.1M2.4%−9,888−2.1%Reduced–
Dimensional ETF Trust25434V765INTL HIGH PROFIT639,744$20.6M2.2%−3,001−0.5%Reduced–
Dimensional ETF Trust25434V567GLOBAL CR ETF325,412$17.6M1.9%−3,885−1.2%Reduced–
Dimensional ETF Trust25434V617WORLD EQUITY ETF233,140$17.2M1.9%−1,694−0.7%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF425,244$14.4M1.6%−9,241−2.1%Reduced–
Dimensional ETF Trust25434V807INTERNATNAL VAL237,577$12.5M1.4%−2,406−1.0%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF133,937$8.36M0.9%−1,216−0.9%Reduced–
Dimensional ETF Trust25434V740EMERGING MKTS VA205,355$7.35M0.8%−3,921−1.9%Reduced–
Dimensional ETF Trust25434V757EMERGING MKTS HI213,393$7.21M0.8%−4,285−2.0%Reduced–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF184,475$6.27M0.7%−4,560−2.4%Reduced–
Dimensional ETF Trust25434V575INTL COR FIX ETF105,331$5.52M0.6%−2,130−2.0%Reduced–
Dimensional ETF Trust25434V849NATL MUN BD ETF86,095$4.13M0.4%+6,025+7.5%Added–
AAPLApple Inc.Stock11,651$2.96M0.3%−514−4.2%ReducedHistory
MCDMcDonalds CorpStock7,570$2.35M0.3%+13+0.2%AddedHistory
Dimensional ETF Trust25434V716US SUSTAINABILTY55,352$2.27M0.2%+4,817+9.5%Added–
NUNu Holdings Ltd.ORD SHS CL A114,000$1.64M0.2%−6,000−5.0%ReducedHistory
Dimensional ETF Trust25434V773INTL SMALL CAP E48,007$1.62M0.2%−131−0.3%Reduced–
NVDANVIDIA CorpStock8,763$1.53M0.2%+6+0.1%AddedHistory
MSFTMicrosoft CorpStock4,078$1.51M0.2%−24−0.6%ReducedHistory
IBMInternational Business Machines CorpStock5,908$1.43M0.2%00.0%UnchangedHistory
OUNZVanEck Merk Gold ETFGOLD SHS28,590$1.29M0.1%+1,430+5.3%AddedHistory
Dimensional ETF Trust25434V690INTERNATIONAL28,579$1.21M0.1%+1,304+4.8%Added–
Dimensional ETF Trust25434V823US REAL ESTA ETF45,981$1.09M0.1%+596+1.3%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF3,875$919.8K0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF2,102$918.1K0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF1,478$883.2K0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,595$870.8K0.1%00.0%Unchanged–
EQTEQT CorpStock13,626$867.2K0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF3,958$845.8K0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL8,904$834.7K0.1%00.0%Unchanged–
Dimensional ETF Trust25434V203INTL CORE EQT MK21,174$824.9K0.1%+13+0.1%Added–
WSBCWesbanco IncCOM22,736$784.2K0.1%+24+0.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,321$762.5K0.1%+59+4.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,187$701.6K0.1%+162+8.0%Added–
Dimensional ETF Trust25434V674GLOBAL SUSTAINA10,628$549.9K0.1%+147+1.4%Added–
DDominion Energy, IncStock8,893$549.8K0.1%+95+1.1%AddedHistory
Vanguard Utilities ETF92204A876ETF2,724$539.7K0.1%+18+0.7%Added–
BRK.BBerkshire Hathaway IncStock1,084$519.5K0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock4,209$499.3K0.1%+20.0%AddedHistory
ORCLOracle CorpStock3,387$498.3K0.1%−5−0.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF756$493.8K0.1%00.0%Unchanged–
HONHoneywell International IncCOM2,175$491.6K0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF2,493$489.2K0.1%00.0%Unchanged–
AMZNAmazon Com IncStock1,967$409.7K<0.1%+4+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM2,381$404.0K<0.1%−214−8.2%ReducedHistory
NEENextera Energy IncStock4,140$384.5K<0.1%−10.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,647$368.3K<0.1%+683+17.2%Added–
TSLATesla, Inc.Stock974$362.1K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF1,301$322.5K<0.1%00.0%Unchanged–
USBUS Bancorp DECOM NEW6,193$322.1K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF1,665$315.6K<0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock1,090$313.4K<0.1%−2−0.2%ReducedHistory
AMDAdvanced Micro Devices IncStock1,460$297.0K<0.1%−1−0.1%ReducedHistory
VanEck Semiconductor ETF92189F676ETF717$274.9K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF3,965$267.8K<0.1%00.0%Unchanged–
MAMastercard IncStock519$259.3K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock8,938$259.1K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock718$255.7K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X152ST STR SP N AM2,880$241.9K<0.1%00.0%Unchanged–
Schwab Fundamental International Equity ETF808524755ETF4,646$227.3K<0.1%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF2,325$226.1K<0.1%00.0%Unchanged–
VZVerizon Communications IncStock4,406$221.2K<0.1%−7−0.2%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF1,940$219.4K<0.1%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF1,476$218.6K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V682EMER MARK SU ETF5,001$211.9K<0.1%+609+13.9%Added–
Vanguard Instl Index FD922040852ULTR SHOR TR ETF2,652$200.7K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock832$196.6K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock1,901$187.0K<0.1%+4+0.2%AddedHistory
MPCMarathon Petroleum CorpStock750$183.1K<0.1%−1−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock304$173.9K<0.1%+1+0.3%AddedHistory
ROKRockwell Automation, IncStock474$170.1K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock511$158.2K<0.1%−2−0.4%ReducedHistory
WisdomTree Tr97717X594ITL HDG QTLY DIV3,090$148.8K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock514$147.4K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS324$135.0K<0.1%00.0%UnchangedHistory
NOVNOV Inc.COM6,931$130.4K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock423$124.4K<0.1%−1−0.2%ReducedHistory
LLYEli Lilly & CoStock134$123.3K<0.1%+1+0.8%AddedHistory
CSXCSX CorpStock2,976$122.2K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock868$113.7K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock921$110.8K<0.1%+31+3.5%AddedHistory
GDGeneral Dynamics CorpStock318$109.1K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock748$108.0K<0.1%−5−0.7%ReducedHistory
PEPPepsiCo IncStock693$107.6K<0.1%−2−0.3%ReducedHistory
NOWServiceNow, Inc.Stock1,023$107.0K<0.1%−7−0.7%ReducedHistory
ABBVAbbVie Inc.Stock490$106.7K<0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (44)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of DiNuzzo Private Wealth, Inc. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BPREBluerock Private Real Estate FundCOM5,444$81.7K<0.1%History
PIPRPiper Sandler CompaniesCOM25$8.49K<0.1%History
MTDMettler Toledo International IncCOM3$4.18K<0.1%History
AMCRAmcor plcORD372$3.10K<0.1%History
CMAComerica IncCOM26$2.26K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM19$1.81K<0.1%History
FYBRFrontier Communications Parent, Inc.COM46$1.75K<0.1%History
SNVSynovus Financial CorpCOM NEW32$1.60K<0.1%History
NEUNewmarket CorpCOM2$1.38K<0.1%History
EXASExact Sciences CorpCOM13$1.32K<0.1%History
FLUTFlutter Entertainment plcSHS6$1.29K<0.1%History
RGENRepligen CorpCOM6$984<0.1%History
DAYDayforce, Inc.COM14$969<0.1%History
TEAMAtlassian CorpCL A5$811<0.1%History
QLYSQualys, Inc.COM6$798<0.1%History
WDFCWD 40 CoCOM3$591<0.1%History
CHEChemed CorpCOM1$428<0.1%History
TGNATegna IncCOM20$389<0.1%History
CVLTCommvault Systems IncCOM3$377<0.1%History
ADUSAddus HomeCare CorpCOM3$323<0.1%History
STEPStepStone Group Inc.COM CL A5$321<0.1%History
IONQIonQ, Inc.COM6$270<0.1%History
CALXCalix, IncCOM5$265<0.1%History
CBZCBIZ, Inc.COM4$202<0.1%History
ENOVEnovis CORPCOM5$134<0.1%History
CHDNChurchill Downs IncCOM1$114<0.1%History
PTONPeloton Interactive, Inc.CL A COM18$111<0.1%History
DRVNDriven Brands Holdings Inc.COM6$89<0.1%History
Avidity Biosciences, Inc.05370A108COM1$73<0.1%–
COTYCoty Inc.COM CL A18$56<0.1%History
CLVTClarivate PLCORD SHS14$47<0.1%History
FAFirst Advantage CorpCOM3$44<0.1%History
TDOCTeladoc Health, Inc.COM6$42<0.1%History
ZDZiff Davis, Inc.COM1$36<0.1%History
DFHDream Finders Homes, Inc.COM CL A2$35<0.1%History
AZTAAzenta, Inc.COM1$34<0.1%History
CFLTConfluent, Inc.CLASS A COM1$31<0.1%History
MANManpowerGroup Inc.COM1$30<0.1%History
ALITAlight, Inc. / DelawareCOM CL A14$28<0.1%History
UTZUtz Brands, Inc.COM CL A1$11<0.1%History
CERTCertara, Inc.COM1$9<0.1%History
COURCoursera, Inc.COM1$8<0.1%History
IBRXImmunityBio, Inc.COM3$6<0.1%History
HOUSAnywhere Real Estate Inc.COM6––History