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CIK: 0001994563
Total reported value
$1.0B
$1.0B
1367 檔
39.8%
As reported in its official Q4 2025 Form 13F filing, DiNuzzo Private Wealth, Inc.'s tracked investment portfolio stood at $1.0B with 1367 total positions.
During Q4 2025, DiNuzzo Private Wealth, Inc. performed routine portfolio adjustments (5 new buys, 18 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 1367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.31% | +0.04% | +8.86% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.66% | -0.70% | +4.90% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.50% | +0.49% | -3.77% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.76% | -0.06% | -1.68% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.57% | +0.22% | -0.56% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.22% | +0.01% | +7.56% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.22% | -0.19% | -6.47% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.05% | +0.26% | -1.65% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.84% | -0.10% | -0.55% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.91% | +0.18% | -1.75% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.12% | +0.03% | +26.33% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.73% | -0.20% | -9.51% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.65% | +0.12% | -4.15% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.57% | +0.03% | +16.64% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.36% | +0.08% | -1.13% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.21% | -0.05% | -3.52% | |
| 17 | DGCB | Dimensional Global Credit | ETF-Other | 1.94% | -0.16% | +0.60% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.89% | +0.13% | -3.59% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.54% | +0.04% | -5.21% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.30% | -0.10% | -3.15% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.88% | +0.01% | -1.38% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.77% | +0.02% | -7.27% | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.76% | +0.05% | -7.86% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.67% | -0.03% | -3.50% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.62% | -0.03% | +2.62% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.42% | -0.02% | +8.04% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.01% | -5.51% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.05% | +0.37% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.24% | +0.01% | -4.76% | |
| 30 | NU | Nu Holdings Ltd. | Stock-Financials | 0.22% | -0.18% | EXIT | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | +0.44% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.01% | +2.36% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.17% | -0.01% | -6.24% | |
| 35 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | -6.61% | |
| 36 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.12% | -0.03% | +6.97% | |
| 37 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.11% | — | +11.41% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.01% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +10.71% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 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 | DFAI | Dimensional International Co | ETF-Other | 0.09% | -0.01% | +0.18% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | — | |
| 46 | WSBC | Wesbanco Inc | Stock-Other | 0.08% | +0.01% | -0.55% | |
| 47 | EQT | Eqt CORP | Stock-Energy | 0.08% | -0.02% | -0.01% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | +0.55% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | +0.21% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | -0.01% | -15.58% |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1367 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFSD, DFUS) accounted for 39.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
NU
市值: $2.0M
Top Position Liquidated / Trimmed
DFUS
前期市值: $85.9M
During Q4 2025, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFCF (11.3%)、DFSD (10.7%)、DFUS (9.5%). The largest single position, DFCF, represented 11.3% of total portfolio value.
In Q4 2025, DiNuzzo Private Wealth, Inc. made 45 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 22 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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