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CIK: 0001994563
Total reported value
$1.0B
$1.0B
1410 檔
33.7%
At the close of Q2 2024, DiNuzzo Private Wealth, Inc. disclosed equity holdings valued at approximately $1.0B, spread across 1410 reported holdings.
During Q2 2024, DiNuzzo Private Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 12.69% | -0.70% | +2.78% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.22% | +0.49% | -1.60% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.98% | +0.04% | +2.04% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 7.23% | -0.06% | -1.03% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.88% | +0.22% | +0.10% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.61% | +0.26% | -2.23% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.18% | +0.01% | +1.60% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 5.17% | -0.19% | +0.35% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.84% | -0.10% | +0.57% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.01% | +0.18% | -2.07% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.77% | -0.20% | -0.67% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.71% | +0.12% | -0.15% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.62% | +0.08% | -0.90% | |
| 14 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.45% | +0.13% | -3.44% | |
| 15 | DGCB | Dimensional Global Credit | ETF-Other | 2.26% | -0.16% | +1.12% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.25% | -0.05% | +0.66% | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.81% | +0.03% | +11.96% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.66% | +0.03% | +2.93% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.60% | +0.04% | -0.22% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.31% | -0.10% | -1.31% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.03% | +0.01% | -1.28% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.79% | +0.02% | +1.00% | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.77% | +0.05% | +1.49% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.75% | -0.03% | -0.89% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.65% | -0.03% | +1.12% | |
| 26 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.30% | — | +794.12% | |
| 27 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.28% | -0.02% | +9.27% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.26% | +0.01% | -4.85% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | +5.22% | |
| 30 | DFIS | Dimensional International Sm | ETF-Other | 0.19% | -0.01% | +0.18% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.16% | — | +0.51% | |
| 32 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | -2.76% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.01% | +5.70% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.01% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 36 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.08% | +0.01% | -16.73% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.01% | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.02% | — | |
| 39 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.05% | — | -4.27% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.01% | -24.20% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.04% | — | +2.62% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | +0.01% | +1317.58% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.04% | -0.01% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | +0.01% | +44.07% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.05% | +0.69% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | — | — | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.03% | — | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.03% | — | +5.50% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.03% | -0.01% | +27.75% |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1410 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFSD, DFUS, DFCF) accounted for 33.7% of total reported equity market value during Q2 2024.
During Q2 2024, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFSD (12.7%)、DFUS (10.2%)、DFCF (10.0%). The largest single position, DFSD, represented 12.7% of total portfolio value.
In Q2 2024, DiNuzzo Private Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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