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CIK: 0001994563
Total reported value
$1.0B
$1.0B
1413 檔
35.4%
The Q4 2024 SEC filing reveals that DiNuzzo Private Wealth, Inc. held a total portfolio value of $1.0B, covering 1413 public equity positions.
DiNuzzo Private Wealth, Inc. executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 3 holdings and trimming 22 positions.
Showing top 200 holdings (of 1413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 11.57% | -0.70% | -2.45% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.42% | +0.04% | +9.12% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.71% | +0.49% | -5.41% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.84% | -0.06% | -1.62% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.80% | +0.22% | -2.20% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.26% | +0.26% | -3.54% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.20% | +0.01% | +4.08% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.99% | -0.19% | +4.16% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.78% | -0.10% | -1.31% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.85% | +0.18% | -4.52% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.58% | -0.20% | +1.76% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.56% | +0.12% | +2.09% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.50% | +0.08% | -1.58% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.25% | +0.03% | +21.15% | |
| 15 | DGCB | Dimensional Global Credit | ETF-Other | 2.19% | -0.16% | +2.88% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.13% | -0.05% | +4.44% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.04% | +0.13% | -4.01% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.99% | +0.03% | +13.85% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.48% | +0.04% | +1.03% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.17% | -0.10% | -1.99% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.00% | +0.01% | -2.21% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.72% | +0.02% | +1.10% | |
| 23 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.71% | -0.03% | +7.87% | |
| 24 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.71% | +0.05% | +1.71% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.65% | -0.03% | -3.96% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.01% | +0.80% | |
| 27 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.39% | -0.02% | +22.56% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.05% | +0.17% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.01% | -12.23% | |
| 30 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.24% | +0.01% | -8.46% | |
| 31 | DFIS | Dimensional International Sm | ETF-Other | 0.17% | -0.01% | -0.54% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 33 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.16% | — | -0.27% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | +0.83% | |
| 35 | ACVA | Acv Auctions Inc-a | Stock-Other | 0.14% | — | — | |
| 36 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | +3.28% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.01% | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | — | -24.12% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 40 | WSBC | Wesbanco Inc | Stock-Other | 0.09% | +0.01% | +0.09% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.09% | — | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.08% | +0.01% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | — | |
| 45 | EQT | Eqt CORP | Stock-Energy | 0.08% | -0.02% | +8.09% | |
| 46 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.08% | +0.01% | -1.37% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.08% | -0.01% | +5.22% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.01% | -0.08% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | +0.81% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | -8.18% |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1413 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFSD, DFCF, DFUS) accounted for 35.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ACVA
市值: $1.1M
Top Position Liquidated / Trimmed
GROY
前期市值: $1.9M
During Q4 2024, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFSD (11.6%)、DFCF (11.4%)、DFUS (9.7%). The largest single position, DFSD, represented 11.6% of total portfolio value.
In Q4 2024, DiNuzzo Private Wealth, Inc. made 48 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 22 holdings, and fully liquidating 3 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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