Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2025) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $842.40 million in total holdings as of June 30, 2025.Dinuzzo Private Wealth, Inc. owns shares of 1,365 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,381 new stocks and bought additional shares in 420 stocks.Dinuzzo Private Wealth, Inc. sold shares of 422 stocks and completely divested from 52 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $91,438,363Dimensional Short-Duration Fixed Income ETF $91,127,988Dimensional U.S. Equity ETF $82,099,448Dimensional US Large Cap Value ETF $56,411,503Dimensional International Core Equity 2 ETF $46,868,013 Largest New Holdings this Quarter 185123106 - Clearwater Analytics $1,250,010 Holding21873S108 - COREWEAVE INC $11,415 Holding172573107 - CIRCLE INTERNET GROUP INC $9,065 Holding49435R102 - Kimbell Royalty $3,798 Holding74276L105 - PROCEPT BioRobotics $3,629 Holding Largest Purchases this Quarter Dimensional US Small Cap Value ETF 96,671 shares (about $2.85M)Dimensional U.S. Equity ETF 27,218 shares (about $1.82M)Dimensional U.S. Small Cap ETF 26,038 shares (about $1.66M)DIMENSIONAL ETF TRUST 24,890 shares (about $1.36M)Clearwater Analytics 57,000 shares (about $1.25M) Largest Sales this Quarter Newmont 59,987 shares (about $3.50M)Dimensional Short-Duration Fixed Income ETF 53,363 shares (about $2.56M)Dimensional Core Fixed Income ETF 32,103 shares (about $1.36M)Dimensional International Core Equity 2 ETF 15,889 shares (about $493.99K)DIMENSIONAL ETF TRUST 7,049 shares (about $472.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDinuzzo Private Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFCFDimensional Core Fixed Income ETF$91,438,363$1,356,673 ▼-1.5%2,163,70910.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$91,127,988$2,561,958 ▼-2.7%1,898,10410.8%ETFDFUSDimensional U.S. Equity ETF$82,099,448$1,824,151 ▲2.3%1,224,9999.7%ETFDFLVDimensional US Large Cap Value ETF$56,411,503$941,147 ▲1.7%1,818,5536.7%ETFDFICDimensional International Core Equity 2 ETF$46,868,013$493,989 ▼-1.0%1,507,4955.6%ETFDFASDimensional U.S. Small Cap ETF$46,536,747$1,658,880 ▲3.7%730,4475.5%ETFDFGRDimensional Global Real Estate ETF$44,237,535$780,216 ▲1.8%1,648,8095.3%ETFDUHPDimensional US High Profitability ETF$43,854,550$387,071 ▲0.9%1,233,2555.2%ETFDFSVDimensional US Small Cap Value ETF$39,292,664$2,845,027 ▲7.8%1,335,1234.7%ETFDFACDimensional U.S. Core Equity 2 ETF$33,004,011$978,181 ▲3.1%920,8713.9%ETFDISVDimensional International Small Cap Value ETF$24,604,997$420,754 ▼-1.7%747,6452.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,942,531$83,431 ▼-0.4%772,9962.7%ETFDIMENSIONAL ETF TRUST$20,543,600$817,633 ▲4.1%404,8002.4%ULTRASHORT FIXEDDFUVDimensional US Marketwide Value ETF$19,964,314$293,677 ▼-1.4%472,1932.4%ETFDIHPDimensional International High Profitability ETF$19,663,479$45,945 ▼-0.2%666,7852.3%ETFDIMENSIONAL ETF TRUST$18,935,442$1,356,256 ▲7.7%347,5032.2%GLOBAL CORE PLUSDIMENSIONAL ETF TRUST$17,694,273$161,985 ▼-0.9%326,2822.1%GLOBAL CR ETFDIMENSIONAL ETF TRUST$16,513,233$472,847 ▼-2.8%246,1722.0%WORLD EQUITY ETFDFAEDimensional Emerging Core Equity Market ETF$13,411,789$47,623 ▲0.4%463,2741.6%ETFDFIVDimensional International Value ETF$10,735,859$305,464 ▼-2.8%250,6621.3%ETFDFATDimensional U.S. Targeted Value ETF$7,465,345$106,840 ▼-1.4%138,3500.9%ETFDFEVDimensional Emerging Markets Value ETF$6,774,926$196,944 ▲3.0%225,9060.8%ETFDEHPDimensional Emerging Markets High Profitability ETF$6,600,748$216,944 ▲3.4%235,7410.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,888,316$140,565 ▼-2.3%200,4870.7%ETFDIMENSIONAL ETF TRUST$5,650,611$4,696 ▲0.1%105,8960.7%GLOBAL EX US CORDFNMDimensional National Municipal Bond ETF$3,349,887$34,244 ▼-1.0%70,6280.4%ETFAAPLApple$2,699,116$176,234 ▲7.0%13,1560.3%Computer and TechnologyMCDMcDonald's$2,199,668$4,090 ▲0.2%7,5290.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$2,057,799$52,870 ▲2.6%52,4280.2%ETFMSFTMicrosoft$2,029,105$343,739 ▼-14.5%4,0790.2%Computer and TechnologyIBMInternational Business Machines$1,742,150$590 ▲0.0%5,9100.2%Computer and TechnologyDFISDimensional International Small Cap ETF$1,562,589$99,426 ▼-6.0%52,3660.2%ETFNVDANVIDIA$1,345,443$15,957 ▲1.2%8,5160.2%Computer and TechnologyCWANClearwater Analytics$1,250,010$1,250,010 ▲New Holding57,0000.1%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$1,181,749$4,572 ▲0.4%29,9860.1%ETFDFARDimensional US Real Estate ETF$955,691$328,651 ▼-25.6%40,7370.1%ETFVUGVanguard Growth ETF$921,5170.0%2,1020.1%ETFVBVanguard Small-Cap ETF$826,2790.0%3,8640.1%ETFOUNZVanEck Merk Gold ETF$812,558$464,191 ▲133.2%25,4800.1%ETFEQTEQT$794,618$58 ▼0.0%13,6250.1%EnergyVEUVanguard FTSE All-World ex-US ETF$779,4160.0%11,5950.1%ETFIWDiShares Russell 1000 Value ETF$768,8510.0%3,9580.1%ETFVONVVanguard Russell 1000 Value ETF$758,7250.0%8,9040.1%ETFVOOVanguard S&P 500 ETF$758,321$75,548 ▼-9.1%1,3350.1%ETFORCLOracle$740,133$1,531 ▲0.2%3,3850.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$730,260$7,536 ▲1.0%21,1240.1%ETFWSBCWesBanco$721,593$2,372 ▼-0.3%22,8140.1%FinanceQQQInvesco QQQ$714,3740.0%1,2950.1%FinanceTOSTToast$666,211$665,148 ▲62,575.0%15,0420.1%Computer and TechnologyBRK.BBerkshire Hathaway$624,2150.0%1,2850.1%FinanceVTIVanguard Total Stock Market ETF$610,353$304 ▼0.0%2,0080.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$597,021$46,401 ▼-7.2%11,3870.1%ETFHONHoneywell International$506,514$233 ▼0.0%2,1750.1%Multi-Sector ConglomeratesDDominion Energy$486,357$5,426 ▲1.1%8,6050.1%UtilitiesIVViShares Core S&P 500 ETF$481,819$3,105 ▼-0.6%7760.1%ETFVPUVanguard Utilities ETF$471,115$3,177 ▲0.7%2,6690.1%ETFVTVVanguard Value ETF$439,1970.0%2,4850.1%ETFAMZNAmazon.com$426,056$878 ▲0.2%1,9420.1%Retail/WholesaleBKBank of New York Mellon$383,005$2,915 ▲0.8%4,2040.0%FinanceTSLATesla$326,237$48,284 ▲17.4%1,0270.0%Auto/Tires/TrucksLLYEli Lilly and Company$307,915$18,709 ▲6.5%3950.0%MedicalMAMastercard$291,647$562 ▼-0.2%5190.0%Business ServicesXOMExxon Mobil$290,777$33,530 ▲13.0%2,6970.0%EnergyNEENextEra Energy$287,330$139 ▼0.0%4,1390.0%UtilitiesIWMiShares Russell 2000 ETF$280,6510.0%1,3010.0%FinanceUSBU.S. Bancorp$280,238$21,992 ▼-7.3%6,1930.0%FinanceIWNiShares Russell 2000 Value ETF$262,6010.0%1,6650.0%ETFTAT&T$259,265$4,399 ▲1.7%8,9590.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$245,9100.0%3,9650.0%ETFMETAMeta Platforms$220,400$737 ▼-0.3%2990.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$213,8310.0%2,3250.0%ETFIVWiShares S&P 500 Growth ETF$213,5940.0%1,9400.0%ETFNOWServiceNow$207,6730.0%2020.0%Computer and TechnologyAMDAdvanced Micro Devices$203,059$710 ▼-0.3%1,4310.0%Computer and TechnologySMHVanEck Semiconductor ETF$199,9570.0%7170.0%ManufacturingVYMVanguard High Dividend Yield ETF$196,7680.0%1,4760.0%ETFVZVerizon Communications$192,898$123,147 ▼-39.0%4,4580.0%Computer and TechnologyUPSUnited Parcel Service$190,979$6,157 ▲3.3%1,8920.0%TransportationGOOGLAlphabet$186,628$4,053 ▲2.2%1,0590.0%Computer and TechnologyLOWLowe's Companies$184,1620.0%8300.0%Retail/WholesaleFNDFSchwab Fundamental International Equity ETF$177,6890.0%4,4400.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$176,180$3,616 ▼-2.0%4,6290.0%ETFNANRSPDR S&P North American Natural Resources ETF$163,1230.0%2,8800.0%ETFFDXFedEx$162,982$682 ▼-0.4%7170.0%TransportationTTTrane Technologies$141,7210.0%3240.0%ConstructionIHDGWisdomTree International Hedged Quality Dividend Growth Fund$139,205$22,525 ▼-13.9%3,0900.0%FinanceTJXTJX Companies$136,5800.0%1,1060.0%Retail/WholesaleAVGOBroadcom$134,242$2,205 ▼-1.6%4870.0%Computer and TechnologyADPAutomatic Data Processing$130,4540.0%4230.0%Computer and TechnologyMPCMarathon Petroleum$124,915$1,827 ▼-1.4%7520.0%EnergyPGProcter & Gamble$120,446$159 ▼-0.1%7560.0%Consumer StaplesJPMJPMorgan Chase & Co.$117,704$870 ▲0.7%4060.0%FinanceEMREmerson Electric$115,598$133 ▼-0.1%8670.0%IndustrialsVVisa$113,6160.0%3200.0%Business ServicesROKRockwell Automation$109,284$332 ▼-0.3%3290.0%Computer and TechnologyGOOGAlphabet$108,386$3,548 ▲3.4%6110.0%Computer and TechnologyEXRExtra Space Storage$105,4200.0%7150.0%FinanceBACBank of America$104,897$6,246 ▼-5.6%2,2170.0%FinanceCMCSAComcast$102,960$1,784 ▼-1.7%2,8850.0%Consumer DiscretionaryJNJJohnson & Johnson$100,639$458 ▲0.5%6590.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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