13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001994563
Total reported value
$1.0B
$1.0B
1345 檔
40.0%
According to the latest 13F quarterly dataset, DiNuzzo Private Wealth, Inc. managed an equity portfolio of $1.0B at the end of Q1 2026, spanning 1345 distinct U.S. exchange-listed positions.
DiNuzzo Private Wealth, Inc. executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 4 holdings and trimming 68 positions.
Showing top 200 holdings (of 1345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.47% | +0.04% | +3.20% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.53% | -0.70% | -0.12% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.99% | +0.49% | -0.08% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.94% | -0.06% | -0.61% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.64% | +0.22% | +0.02% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.30% | -0.19% | -0.46% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.27% | +0.01% | +1.30% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.09% | -0.10% | -0.32% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.85% | +0.26% | +0.45% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.84% | +0.18% | +1.03% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.10% | +0.03% | +0.43% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.76% | +0.12% | +0.65% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.75% | -0.20% | -2.05% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.68% | +0.03% | +5.45% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.38% | +0.08% | -2.12% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.22% | -0.05% | -0.47% | |
| 17 | DGCB | Dimensional Global Credit | ETF-Other | 1.90% | -0.16% | -1.18% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.85% | +0.13% | -0.72% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.55% | +0.04% | -2.13% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.35% | -0.10% | -1.00% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.90% | +0.01% | -0.90% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.79% | +0.02% | -1.87% | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.78% | +0.05% | -1.97% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.68% | -0.03% | -2.41% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.60% | -0.03% | -1.98% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | -0.02% | +7.52% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | -4.23% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.05% | +0.17% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.25% | +0.01% | +9.53% | |
| 30 | NU | Nu Holdings Ltd. | Stock-Financials | 0.18% | -0.18% | EXIT | |
| 31 | DFIS | Dimensional International Sm | ETF-Other | 0.17% | -0.01% | -0.27% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | +0.07% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | -0.59% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 35 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.14% | -0.03% | +5.27% | |
| 36 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | +4.78% | |
| 37 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.12% | — | +1.31% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | +0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | +0.01% | — | |
| 42 | EQT | Eqt CORP | Stock-Energy | 0.09% | -0.02% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.09% | — | — | |
| 45 | DFAI | Dimensional International Co | ETF-Other | 0.09% | -0.01% | +0.06% | |
| 46 | WSBC | Wesbanco Inc | Stock-Other | 0.08% | +0.01% | +0.11% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | +4.68% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | +8.00% | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.06% | +0.01% | +1.40% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.06% | — | +1.08% |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1345 disclosed positions in Q1 2026.
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 40.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
CGDV
市值: $38.7K
Top Position Liquidated / Trimmed
BPRE
前期市值: $81.7K
During Q1 2026, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFCF (11.5%)、DFSD (10.5%)、DFUS (9.0%). The largest single position, DFCF, represented 11.5% of total portfolio value.
In Q1 2026, DiNuzzo Private Wealth, Inc. made 130 total portfolio adjustments, initiating 8 new buys, adding to 50 positions, trimming 68 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.