DP
DiNuzzo Private Wealth, Inc. SEC 13F Holdings (Q3 2026) — Top Position: DIMENSIONAL CORE FIXED INC
DiNuzzo Private Wealth, Inc.CIK: 0001994563
Diversified strategyMomentum followerSector-focused
Total reported value
$1.0B
Reporting period: 2026-09-30 · Number of holdings: 1372
DiNuzzo Private Wealth, Inc. disclosed 1372 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.0B and a quarterly turnover rate of 23.1%.
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Personality snowflake
- Concentration
- 23.34
- Portfolio Stability
- 23.13
- Momentum
- 100
- Sector conviction
- 78.37
- Diversification
- 100
- Sizing Uniformity
- 11.19
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 1372 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 8.88), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 25239Y196
Sold out DUHP
Sold out DFSV
New buy 25239Y170
Trim DFAS
-0.2% -$3.6M
Add DISV
+0.6% $2.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.69% | +0.18% | +6.34% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.81% | -0.02% | +2.11% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.69% | +0.21% | +0.39% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.99% | +0.11% | -0.46% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.52% | -0.34% | -0.17% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.25% | +0.14% | +1.25% | |
| 7 | ✓ | Stock-Other | 5.22% | +5.22% | NEW | ||
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.06% | -0.22% | +2.04% | |
| 9 | ✓ | Stock-Other | 4.83% | +4.83% | NEW | ||
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.02% | — | -0.81% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.17% | +0.04% | +1.32% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.78% | -0.10% | -1.59% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.78% | +0.23% | +0.59% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.72% | +0.01% | +4.77% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.44% | -0.02% | -1.39% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.19% | +0.02% | +1.70% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.85% | -0.13% | -6.26% | |
| 18 | DGCB | Dimensional Global Credit | ETF-Other | 1.66% | -0.08% | -0.39% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.56% | -0.03% | +0.30% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.27% | +0.02% | -2.26% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.84% | -0.07% | -3.80% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.82% | +0.01% | +0.64% | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.80% | -0.03% | +0.13% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.63% | -0.02% | -3.81% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.53% | -0.04% | -3.08% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.45% | +0.03% | +11.85% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.03% | -4.90% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.26% | — | +0.28% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.06% | +2.51% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | -0.57% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.03% | +0.21% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.17% | +0.01% | -0.55% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | -0.03% | — | |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | +0.62% | |
| 35 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.12% | +0.01% | +10.27% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | — | — | |
| 37 | ✓ | Stock-Other | 0.11% | +0.11% | NEW | ||
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.10% | +0.01% | +1.69% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | — | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.10% | — | — | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.10% | +0.01% | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | +0.01% | +6.43% | |
| 45 | WSBC | Wesbanco Inc | Stock-Other | 0.08% | -0.01% | +0.09% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.08% | -0.01% | -9.21% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | +0.66% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | +0.23% | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.07% | — | +2.48% | |
| 50 | EQT | Eqt CORP | Stock-Energy | 0.07% | — | — |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
0%
Performance Last 4 Quarters
+12.4%
- Stdev
- +8.5%
- Beta
- +0.6
- Alpha
- +1.6%
- Max Drawdown
- -4.5%
- Annualized Perf
- +12.6%
- Batting Avg vs S&P
- +40.6%
- Sortino
- +2.56
- Stutzer
- +0.41
- Treynor
- +0.2
- Sterling
- +0.87
- Calmar
- +2.82
- Information Ratio
- -0.83
- Tracking Error
- +6.6%
- Stdev Down
- +4.8%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +24.2%
- Worst 12 Months
- +4.7%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.44
- Stdev Sectors
- +12.4%
- Skewness
- -0.55
- Kurtosis
- -0.3
- Upside Potential
- +4.05
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
DiNuzzo Private Wealth, Inc.'s most significant position changes for 2026-09-30: New buy: ; Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Small Cap Val (DFSV); New buy: ; Sold out: Dimensional US Real Est ETF (DFAR).
Showing top 200 changes by size (of 1402 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +5.2% | NEW | New buy | |
| 2 | ✓ | +4.8% | NEW | New buy | |
| 3 | DISV | Dimensional International Sm | +0.2% | +0.59% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +0.39% | Add |
| 5 | DFCF | Dimensional Core Fixed Inc | +0.2% | +6.34% | Add |
| 6 | DFIC | Dimensional International Co | +0.1% | +1.25% | Add |
| 7 | ✓ | +0.1% | NEW | New buy | |
| 8 | DFLV | Dim US Large Cap Value ETF | +0.1% | -0.46% | Trim |
| 9 | MSFT | Microsoft CORP | +0.1% | +2.51% | Add |
| 10 | ✓ | +0.1% | NEW | New buy | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | 0% | +1.32% | Add |
| 12 | AAPL | Apple Inc | 0% | -4.90% | Trim |
| 13 | DFNM | Dimensional National Muni Bd | 0% | +11.85% | Add |
| 14 | NVDA | Nvidia CORP | 0% | -0.57% | Trim |
| 15 | ✓ | 0% | NEW | New buy | |
| 16 | MPC | Marathon Petroleum CORP | 0% | +26.67% | Add |
| 17 | SYK | Stryker CORP | 0% | +3900.00% | Add |
| 18 | AMAT | Applied Materials Inc | 0% | +303.03% | Add |
| 19 | DFIV | Dimensional International Va | 0% | -2.26% | Trim |
| 20 | DIHP | Dimensional International Hi | 0% | +1.70% | Add |
| 21 | OUNZ | Vaneck Merk Gold ETF | 0% | +10.27% | Add |
| 22 | TXN | Texas Instruments Inc | 0% | +833.33% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +92.29% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +6.43% | Add |
| 25 | MU | Micron Technology Inc | 0% | +84.27% | Add |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +44.83% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.23% | Add |
| 28 | DFIS | Dimensional International Sm | 0% | -0.55% | Trim |
| 29 | MRK | Merck & Co. Inc. | 0% | +21.51% | Add |
| 30 | IWD | Ishares Russell 1000 Value E | 0% | +1.69% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +20.45% | Add |
| 32 | DFGP | Dimensional Glbl Core Pl Fix | 0% | +4.77% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +14.18% | Add |
| 34 | VONV | Vanguard Russell 1000 Value | 0% | — | Unchanged |
| 35 | KO | Coca-cola Co/the | 0% | +24.65% | Add |
| 36 | WBD | Warner Bros Discovery Inc | 0% | — | Unchanged |
| 37 | DFAC | Dimensional US Core Equity 2 | — | -0.81% | Trim |
| 38 | ✓ | — | +3.50% | Add | |
| 39 | VPU | Vanguard Utilities ETF | — | +0.73% | Add |
| 40 | EQT | Eqt CORP | — | — | Unchanged |
| 41 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 42 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 44 | BNY | Bank Of New York Mellon CORP | — | -7.05% | Trim |
| 45 | DKS | Dick's Sporting Goods Inc | — | -0.72% | Trim |
| 46 | DFSU | Dimensional US Sus Core1 ETF | — | +0.28% | Add |
| 47 | KLAC | Kla CORP | — | — | Unchanged |
| 48 | NOW | Servicenow Inc | — | — | Unchanged |
| 49 | CL | Colgate-palmolive Co | — | +888.89% | Add |
| 50 | T | At&t Inc | — | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is DiNuzzo Private Wealth, Inc. and what type of investor is it?
DiNuzzo Private Wealth, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 1372 disclosed positions.
What are DiNuzzo Private Wealth, Inc.'s largest equity positions?
Based on the latest 13F filing, DiNuzzo Private Wealth, Inc.'s top holdings by market value are:
1. Dimensional Core Fixed Inc (DFCF) — $117.6M (11.7%)
2. Dimensional Short Duration (DFSD) — $98.7M (9.8%)
3. Dimensional US Eq Mkt ETF (DFUS) — $97.5M (9.7%)
4. Dim US Large Cap Value ETF (DFLV) — $70.3M (7.0%)
5. Dimensional US Small Cap ETF (DFAS) — $55.6M (5.5%)
What changes did DiNuzzo Private Wealth, Inc. make in its most recent portfolio filing?
In the latest reported quarter, DiNuzzo Private Wealth, Inc. made 135 notable position adjustments: 11 new positions were initiated, 68 existing holdings were added to, 45 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: ; Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Small Cap Val (DFSV); New buy: ; Sold out: Dimensional US Real Est ETF (DFAR)
What sectors does DiNuzzo Private Wealth, Inc. focus on?
DiNuzzo Private Wealth, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 47.1%
• Consumer Discretionary: 11.9%
• Financials: 8.9%
• Industrials: 7.6%
• Energy: 6.0%
• Communication Services: 5.5%
Investment Profile
DiNuzzo Private Wealth, Inc. returned an annualized 12.6% over the trailing 32 months — outperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.60 (less volatile than the market) and a 41% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 47.1% of the portfolio concentrated in Information Technology.
It has added to its DFUS position over the past two quarters (+$14.1M, now $97.5M), while trimming MCD over the same stretch (-$597.3K, still holding $1.8M).
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Developer Access
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REST API
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npx alphasmo institutions get dinuzzo-private-wealth-inc