Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2025) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $881.92 million in total holdings as of September 30, 2025.Dinuzzo Private Wealth, Inc. owns shares of 1,369 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,365 new stocks and bought additional shares in 258 stocks.Dinuzzo Private Wealth, Inc. sold shares of 345 stocks and completely divested from 34 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $95,229,965Dimensional Short-Duration Fixed Income ETF $93,878,672Dimensional U.S. Equity ETF $85,877,387Dimensional US Large Cap Value ETF $60,250,989Dimensional U.S. Small Cap ETF $50,532,188 Largest New Holdings this Quarter 808524771 - Schwab Fundamental U.S. Large Company ETF $9,506 Holding808524805 - Schwab International Equity ETF $8,494 Holding808524706 - Schwab Emerging Markets Equity ETF $6,290 Holding808524730 - Schwab Fundamental Emerging Markets Equity ETF $4,615 Holding46137V597 - Invesco RAFI US 1500 Small-Mid ETF $3,884 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 80,693 shares (about $3.42M)Dimensional Short-Duration Fixed Income ETF 49,990 shares (about $2.41M)DIMENSIONAL ETF TRUST 43,127 shares (about $2.19M)DIMENSIONAL ETF TRUST 26,739 shares (about $1.47M)Dimensional Global Real Estate ETF 39,445 shares (about $1.08M) Largest Sales this Quarter Toast 15,003 shares (about $676.67K)Dimensional International Core Equity 2 ETF 19,793 shares (about $638.03K)Dimensional International Small Cap Value ETF 18,027 shares (about $626.08K)DIMENSIONAL ETF TRUST 2,591 shares (about $182.15K)Dimensional Emerging Markets Core Equity 2 ETF 5,734 shares (about $176.95K) 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$95,229,965$3,423,804 ▲3.7%2,244,40210.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$93,878,672$2,409,019 ▲2.6%1,948,09410.6%ETFDFUSDimensional U.S. Equity ETF$85,877,387$93,059 ▼-0.1%1,223,6739.7%ETFDFLVDimensional US Large Cap Value ETF$60,250,989$911,617 ▲1.5%1,846,4916.8%ETFDFASDimensional U.S. Small Cap ETF$50,532,188$620,778 ▲1.2%739,5325.7%ETFDFICDimensional International Core Equity 2 ETF$47,956,070$638,027 ▼-1.3%1,487,7025.4%ETFDFGRDimensional Global Real Estate ETF$46,376,327$1,083,554 ▲2.4%1,688,2545.3%ETFDUHPDimensional US High Profitability ETF$45,657,023$248,572 ▲0.5%1,240,0065.2%ETFDFSVDimensional US Small Cap Value ETF$43,989,433$784,859 ▲1.8%1,359,3775.0%ETFDFACDimensional U.S. Core Equity 2 ETF$34,885,600$122,725 ▲0.4%924,1224.0%ETFDISVDimensional International Small Cap Value ETF$25,339,633$626,078 ▼-2.4%729,6182.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$23,677,715$176,951 ▼-0.7%767,2622.7%ETFDIMENSIONAL ETF TRUST$22,734,536$2,188,911 ▲10.7%447,9272.6%ULTRASHORT FIXEDDFUVDimensional US Marketwide Value ETF$20,916,435$67,815 ▼-0.3%470,6672.4%ETFDIMENSIONAL ETF TRUST$20,538,517$1,467,445 ▲7.7%374,2422.3%GLOBAL CORE PLUSDIHPDimensional International High Profitability ETF$19,949,168$17,697 ▼-0.1%666,1942.3%ETFDIMENSIONAL ETF TRUST$17,912,971$57,188 ▲0.3%327,3272.0%GLOBAL CR ETFDIMENSIONAL ETF TRUST$17,123,760$182,147 ▼-1.1%243,5811.9%WORLD EQUITY ETFDFAEDimensional Emerging Core Equity Market ETF$13,760,274$147,218 ▼-1.1%458,3701.6%ETFDFIVDimensional International Value ETF$11,267,426$130,181 ▼-1.1%247,7991.3%ETFDFATDimensional U.S. Targeted Value ETF$8,066,504$76,753 ▼-0.9%137,0460.9%ETFDFEVDimensional Emerging Markets Value ETF$6,960,100$6,846 ▼-0.1%225,6840.8%ETFDEHPDimensional Emerging Markets High Profitability ETF$6,889,312$15,105 ▲0.2%236,2590.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,996,389$140,531 ▼-2.3%195,8960.7%ETFDIMENSIONAL ETF TRUST$5,601,330$63,227 ▼-1.1%104,7140.6%GLOBAL EX US CORDFNMDimensional National Municipal Bond ETF$3,514,202$165,022 ▲4.9%74,1080.4%ETFAAPLApple$2,988,688$65,229 ▼-2.1%12,8750.3%Computer and TechnologyMCDMcDonald's$2,360,5570.0%7,5290.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$2,193,949$26,051 ▲1.2%53,0580.2%ETFMSFTMicrosoft$2,069,494$2,534 ▲0.1%4,0840.2%Computer and TechnologyDFISDimensional International Small Cap ETF$1,590,531$31,754 ▼-2.0%51,3410.2%ETFNVDANVIDIA$1,490,110$6,793 ▲0.5%8,5550.2%Computer and TechnologyIBMInternational Business Machines$1,438,539$487 ▼0.0%5,9080.2%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$1,177,096$31,437 ▼-2.6%29,2060.1%ETFDFARDimensional US Real Estate ETF$972,8000.0%40,7370.1%ETFVUGVanguard Growth ETF$964,0200.0%2,1020.1%ETFVBVanguard Small-Cap ETF$885,343$2,513 ▲0.3%3,8750.1%ETFOUNZVanEck Merk Gold ETF$844,726$2,994 ▼-0.4%25,3900.1%ETFVEUVanguard FTSE All-World ex-US ETF$804,2300.0%11,5950.1%ETFIWDiShares Russell 1000 Value ETF$798,1430.0%3,9580.1%ETFVOOVanguard S&P 500 ETF$791,7620.0%1,3350.1%ETFVONVVanguard Russell 1000 Value ETF$787,9310.0%8,9040.1%ETFORCLOracle$765,5220.0%3,3850.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$754,1310.0%21,1240.1%ETFWSBCWesBanco$749,066$754 ▲0.1%22,8370.1%FinanceDKNGDraftKings$721,092$719,988 ▲65,243.5%15,0290.1%Consumer DiscretionaryQQQInvesco QQQ$719,845$18,823 ▼-2.5%1,2620.1%FinanceEQTEQT$706,431$104 ▲0.0%13,6270.1%EnergyBRK.BBerkshire Hathaway$645,827$503 ▼-0.1%1,2840.1%FinanceVTIVanguard Total Stock Market ETF$640,858$1,909 ▲0.3%2,0140.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$538,046$61,321 ▼-10.2%10,2220.1%ETFDDominion Energy$515,382$60 ▼0.0%8,6040.1%UtilitiesIVViShares Core S&P 500 ETF$503,0970.0%7760.1%ETFVPUVanguard Utilities ETF$487,6100.0%2,6690.1%ETFHONHoneywell International$477,4130.0%2,1750.1%Multi-Sector ConglomeratesVTVVanguard Value ETF$456,096$733 ▲0.2%2,4890.1%ETFBKBank of New York Mellon$444,112$211 ▲0.0%4,2060.1%FinanceAMZNAmazon.com$443,802$916 ▼-0.2%1,9380.1%Retail/WholesaleTSLATesla$341,883$1,002 ▼-0.3%1,0240.0%Auto/Tires/TrucksMAMastercard$308,9560.0%5190.0%Business ServicesXOMExxon Mobil$307,140$1,143 ▼-0.4%2,6870.0%EnergyIWMiShares Russell 2000 ETF$305,8560.0%1,3010.0%FinanceUSBU.S. Bancorp$302,4090.0%6,1930.0%FinanceNEENextEra Energy$298,2150.0%4,1390.0%UtilitiesLLYEli Lilly and Company$290,102$733 ▲0.3%3960.0%MedicalIWNiShares Russell 2000 Value ETF$289,7500.0%1,6650.0%ETFTAT&T$261,992$410 ▼-0.2%8,9450.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$258,3600.0%3,9650.0%ETFAMDAdvanced Micro Devices$234,513$1,789 ▲0.8%1,4420.0%Computer and TechnologyGOOGLAlphabet$226,324$852 ▲0.4%1,0630.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$223,3400.0%2,3250.0%ETFIVWiShares S&P 500 Growth ETF$222,9060.0%1,9400.0%ETFMETAMeta Platforms$220,5820.0%2990.0%Computer and TechnologyLOWLowe's Companies$214,387$258 ▲0.1%8310.0%Retail/WholesaleSMHVanEck Semiconductor ETF$208,1380.0%7170.0%ManufacturingVYMVanguard High Dividend Yield ETF$205,4330.0%1,4760.0%ETFVZVerizon Communications$196,161$1,017 ▼-0.5%4,4350.0%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$195,272$8,658 ▲4.6%4,6460.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$190,717$6,947 ▲3.8%4,8040.0%ETFNOWServiceNow$185,3270.0%2020.0%Computer and TechnologyNANRSPDR S&P North American Natural Resources ETF$179,1050.0%2,8800.0%ETFFDXFedEx$165,6780.0%7170.0%TransportationUPSUnited Parcel Service$164,912$525 ▼-0.3%1,8860.0%TransportationTJXTJX Companies$150,955$137 ▼-0.1%1,1050.0%Retail/WholesaleAVGOBroadcom$146,019$1,190 ▲0.8%4910.0%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$138,7720.0%3,0900.0%FinanceMPCMarathon Petroleum$134,783$359 ▼-0.3%7500.0%EnergyTTTrane Technologies$134,6550.0%3240.0%ConstructionADPAutomatic Data Processing$128,6140.0%4230.0%Computer and TechnologyJPMJPMorgan Chase & Co.$122,3770.0%4060.0%FinancePGProcter & Gamble$117,938$785 ▼-0.7%7510.0%Consumer StaplesEMREmerson Electric$114,576$132 ▲0.1%8680.0%IndustrialsCVXChevron$113,545$2,570 ▲2.3%7070.0%EnergyROKRockwell Automation$112,9890.0%3290.0%Computer and TechnologyBACBank of America$112,4780.0%2,2170.0%FinanceVVisa$111,867$704 ▼-0.6%3180.0%Business ServicesJNJJohnson & Johnson$111,235$5,491 ▼-4.7%6280.0%MedicalGOOGAlphabet$109,755$20,713 ▼-15.9%5140.0%Computer and TechnologyMSMorgan Stanley$105,7880.0%7030.0%FinanceABBVAbbVie$104,4450.0%4960.0%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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