CIK: 0001994563
Total reported value
$1.0B
Reporting period: 2026-06-30 · Number of holdings: 1351
DiNuzzo Private Wealth, Inc. disclosed 1351 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.0B and a quarterly turnover rate of 9.4%.
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DiNuzzo Private Wealth, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.058 — mathematically equivalent to about 17 equally-sized positions, well below its 1351 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 8.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim DFSD
+1.9% $1.6M
Add DFUS
-0.6% $12.4M
Add DUHP
+1.0% $6.6M
Add DFAS
-2.2% $6.9M
Trim DISV
-0.7% $253.3K
Trim DFIC
+0.2% $2.5M
Showing top 200 holdings (of 1351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed INC | ETF-Other | 11.51% | +0.04% | +9.36% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.83% | -0.70% | +1.93% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.48% | +0.49% | -0.57% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.88% | -0.06% | -2.56% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.86% | +0.22% | -2.23% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.28% | +0.01% | +0.25% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.11% | -0.19% | +0.19% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.11% | +0.26% | +0.98% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.99% | -0.10% | -3.48% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.02% | +0.18% | -0.03% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.13% | +0.03% | +9.78% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.88% | +0.12% | -3.15% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.71% | +0.03% | +9.20% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 2.55% | -0.20% | -0.74% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.46% | +0.08% | -0.61% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.17% | -0.05% | +0.48% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.98% | +0.13% | +3.53% | |
| 18 | DGCB | Dimensional Global Credit | ETF-Other | 1.74% | — | -0.91% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.59% | +0.04% | -6.13% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.25% | -0.10% | -1.22% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.91% | +0.01% | -1.69% | |
| 22 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.83% | +0.05% | -8.24% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.81% | +0.02% | -6.22% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.65% | -0.03% | -2.82% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.57% | -0.03% | +1.53% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.42% | -0.02% | +2.50% | |
| 27 | AAPL | Apple INC | Stock-Tech | 0.33% | +0.01% | -2.21% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.26% | +0.01% | +0.21% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.05% | +0.20% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.01% | +0.08% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -0.02% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.16% | — | -2.02% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | -0.17% | |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | -0.07% | |
| 35 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.12% | — | +0.17% | |
| 36 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.11% | -0.03% | -1.22% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.01% | +500.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +4.94% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.10% | +0.01% | +1.37% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.09% | — | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | +0.09% | +5062.32% | |
| 45 | WSBC | Wesbanco INC | Stock-Other | 0.09% | — | +0.10% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.08% | +0.05% | +0.07% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | -8.24% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -1.46% | |
| 49 | EQT | Eqt CORP | Stock-Energy | 0.07% | -0.02% | -0.01% | |
| 50 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-Other | 0.07% | +0.01% | +23.52% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+13.9%
Based on 56% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 1351 | $1.0B | 9 | |
| 2026-03-31 | 1349 | $928.1M | 3 | |
| 2025-12-31 | 1371 | $919.2M | 5 | |
| 2025-09-30 | 1373 | $881.9M | 11 | |
| 2025-06-30 | 1369 | $842.4M | 0 | |
| 2025-03-31 | 1386 | $794.4M | 0 | |
| 2024-12-31 | 1418 | $790.0M | 0 | |
| 2024-09-30 | 1441 | $810.9M | 0 | |
| 2024-06-30 | 1415 | $740.9M | 0 | |
| 2024-03-31 | 1396 | $741.1M | 0 | |
| 2023-12-31 | 1418 | $704.4M | 0 |
DiNuzzo Private Wealth, Inc.'s most significant position changes for 2026-06-30: Sold out: Nu Holdings Ltd. (NU); Sold out: Honeywell International INC (HON); Sold out: Vanguard S/t CORP Bond ETF (VCSH); New buy: ; Add: Dimensional Short Duration (DFSD) — shares +1.93%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-10 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-16 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-17 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-23 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-17 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-30 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-06 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-05-06 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
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