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CIK: 0001994563
Total reported value
$1.0B
$1.0B
1347 檔
43.8%
The Q2 2026 SEC filing reveals that DiNuzzo Private Wealth, Inc. held a total portfolio value of $1.0B, covering 1347 public equity positions.
In Q2 2026, DiNuzzo Private Wealth, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 60 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1347 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.51% | +0.18% | +9.36% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.83% | -0.02% | +1.93% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.48% | +0.21% | -0.57% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.88% | +0.11% | -2.56% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.86% | -0.34% | -2.23% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.28% | -0.22% | +0.25% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.11% | +0.14% | +0.19% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.11% | -5.11% | EXIT | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.99% | -4.99% | EXIT | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.02% | — | -0.03% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.13% | +0.04% | +9.78% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.88% | -0.10% | -3.15% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.71% | +0.01% | +9.20% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 2.55% | +0.23% | -0.74% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.46% | -0.02% | -0.61% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.17% | +0.02% | +0.48% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.98% | -0.13% | +3.53% | |
| 18 | DGCB | Dimensional Global Credit | ETF-Other | 1.74% | -0.08% | -0.91% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.59% | -0.03% | -6.13% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 1.25% | +0.02% | -1.22% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.91% | -0.07% | -1.69% | |
| 22 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.83% | -0.03% | -8.24% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.81% | +0.01% | -6.22% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.65% | -0.02% | -2.82% | |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.57% | -0.04% | +1.53% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.42% | +0.03% | +2.50% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.03% | -2.21% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.26% | — | +0.21% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.03% | +0.20% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | +0.08% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | -0.02% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.16% | +0.01% | -2.02% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.06% | -0.17% | |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.13% | — | -0.07% | |
| 35 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.12% | -0.12% | EXIT | |
| 36 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.11% | +0.01% | -1.22% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | — | +500.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +4.94% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.10% | — | +1.37% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | +0.01% | — | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.09% | +0.01% | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | -0.01% | +5062.32% | |
| 45 | WSBC | Wesbanco Inc | Stock-Other | 0.09% | -0.01% | +0.10% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.08% | +0.01% | +0.07% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | -8.24% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -1.46% | |
| 49 | EQT | Eqt CORP | Stock-Energy | 0.07% | — | -0.01% | |
| 50 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.07% | — | +23.52% |
According to official SEC Form 13F filings, DiNuzzo Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.0B across 1347 disclosed positions in Q2 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 43.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $240.1K
Top Position Liquidated / Trimmed
NU
前期市值: $1.6M
During Q2 2026, DiNuzzo Private Wealth, Inc.'s top holdings by market value included DFCF (11.5%)、DFSD (9.8%)、DFUS (9.5%). The largest single position, DFCF, represented 11.5% of total portfolio value.
In Q2 2026, DiNuzzo Private Wealth, Inc. made 122 total portfolio adjustments, initiating 9 new buys, adding to 60 positions, trimming 47 holdings, and fully liquidating 6 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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