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CIK: 0001994563
Total reported value
$1.0B
$1.0B
1365 檔
36.4%
As reported in its official Q2 2025 Form 13F filing, DiNuzzo Private Wealth, Inc.'s tracked investment portfolio stood at $1.0B with 1365 total positions.
DiNuzzo Private Wealth, Inc. executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 21 positions.
Showing top 200 holdings (of 1365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.85% | +0.04% | -1.46% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.82% | -0.70% | -2.73% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.75% | +0.49% | +2.27% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.70% | -0.06% | +1.70% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.56% | -0.19% | -1.04% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.52% | +0.22% | +3.70% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.25% | +0.01% | +1.80% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.21% | +0.26% | +0.89% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.66% | -0.10% | +7.81% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.92% | +0.18% | +3.05% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.92% | -0.20% | -1.68% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.72% | +0.12% | -0.36% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.44% | +0.03% | +4.14% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.37% | +0.08% | -1.45% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 2.33% | -0.05% | -0.23% | |
| 16 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.25% | +0.03% | +7.72% | |
| 17 | DGCB | Dimensional Global Credit | ETF-Other | 2.10% | -0.16% | -0.91% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.96% | +0.13% | -2.78% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.59% | +0.04% | +0.36% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.27% | -0.10% | -2.77% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.89% | +0.01% | -1.41% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.80% | +0.02% | +2.99% | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.78% | +0.05% | +3.40% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.70% | -0.03% | -2.33% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.67% | -0.03% | +0.08% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.40% | -0.02% | -1.01% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | +6.99% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.05% | +0.19% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.24% | +0.01% | +2.64% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | -14.49% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.01% | +0.03% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.19% | -0.01% | -5.98% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | +1.20% | |
| 34 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.15% | — | — | |
| 35 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.14% | — | +0.39% | |
| 36 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.11% | — | -25.59% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.01% | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 39 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.10% | -0.03% | +133.25% | |
| 40 | EQT | Eqt CORP | Stock-Energy | 0.09% | -0.02% | -0.01% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | +0.01% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.09% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | -9.06% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | +0.21% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.09% | -0.01% | +1.04% | |
| 47 | WSBC | Wesbanco Inc | Stock-Other | 0.09% | +0.01% | -0.33% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | — | |
| 49 | TOST | Toast Inc-class A | Stock-Tech | 0.08% | — | +62575.00% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1365 disclosed positions in Q2 2025.
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 DFCF, DFSD, DFUS) accounted for 36.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
CWAN
市值: $1.3M
Top Position Liquidated / Trimmed
BP
前期市值: $216.4K
During Q2 2025, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFCF (10.8%)、DFSD (10.8%)、DFUS (9.8%). The largest single position, DFCF, represented 10.8% of total portfolio value.
In Q2 2025, DiNuzzo Private Wealth, Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 1 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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