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Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2026)

About Dinuzzo Private Wealth, Inc.

Investment Activity

  • Dinuzzo Private Wealth, Inc. has $1.01 billion in total holdings as of September 30, 2026.
  • Dinuzzo Private Wealth, Inc. owns shares of 1,368 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 11.78% of the portfolio was purchased this quarter.
  • About 10.74% of the portfolio was sold this quarter.
  • This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,346 new stocks and bought additional shares in 231 stocks.
  • Dinuzzo Private Wealth, Inc. sold shares of 237 stocks and completely divested from 34 stocks this quarter.

Largest New Holdings this Quarter

25239Y196 - DFA INVT DIMENSIONS GROUP IN
$52,510,334 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN
$48,610,501 Holding
25239Y147 - DFA INVT DIMENSIONS GROUP IN
$1,117,265 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$462,604 Holding
438516205 - HONEYWELL INTL INC
$236,675 Holding

Largest Purchases this Quarter

DFA INVT DIMENSIONS GROUP IN
1,252,931 shares (about $52.51M)
DFA INVT DIMENSIONS GROUP IN
1,297,318 shares (about $48.61M)
Dimensional Core Fixed Income ETF
174,731 shares (about $7.01M)
Dimensional Short-Duration Fixed Income ETF
43,929 shares (about $2.04M)
DIMENSIONAL ETF TRUST
23,964 shares (about $1.24M)

Largest Sales this Quarter

DIMENSIONAL ETF TRUST
15,108 shares (about $1.24M)
Dimensional Emerging Markets Core Equity 2 ETF
11,398 shares (about $452.73K)
Dimensional US Marketwide Value ETF
6,291 shares (about $346.01K)
Dimensional U.S. Targeted Value ETF
5,006 shares (about $332.60K)
Dimensional U.S. Core Equity 2 ETF
7,383 shares (about $328.17K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDinuzzo Private Wealth, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$117,645,141$7,010,207 ▲6.3%2,932,33211.7%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$98,730,087$2,041,468 ▲2.1%2,124,5079.8%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$97,511,963$377,870 ▲0.4%1,174,4189.7%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$70,305,459$322,324 ▼-0.5%1,750,1987.0%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$55,581,658$96,388 ▼-0.2%717,9245.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$52,842,887$653,925 ▲1.3%1,405,0225.3%ETF
DFA INVT DIMENSIONS GROUP IN
$52,510,334$52,510,334 ▲New Holding1,252,9315.2%U.S. HIGH RELATI
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$50,897,504$1,016,052 ▲2.0%1,881,6085.1%ETF
DFA INVT DIMENSIONS GROUP IN
$48,610,501$48,610,501 ▲New Holding1,297,3184.8%U.S. SML CP VAL
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$40,436,350$328,174 ▼-0.8%909,7044.0%ETF
DIMENSIONAL ETF TRUST
$31,911,993$415,230 ▲1.3%632,0463.2%ULTR FIX INC ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$28,020,285$452,729 ▼-1.6%705,4452.8%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$27,953,785$165,065 ▲0.6%645,7332.8%ETF
DIMENSIONAL ETF TRUST
$27,345,987$1,244,354 ▲4.8%526,6342.7%GLOB CO PLUS ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$24,550,800$346,005 ▼-1.4%446,3782.4%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$22,024,439$368,872 ▲1.7%653,7382.2%ETF
DIMENSIONAL ETF TRUST
$18,623,125$1,243,539 ▼-6.3%226,2561.9%WORLD EQUITY ETF
DIMENSIONAL ETF TRUST
$16,671,404$65,091 ▼-0.4%321,1811.7%GLOBAL CR ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$15,738,419$47,290 ▲0.3%400,3671.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$12,813,541$296,002 ▼-2.3%229,3871.3%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$8,415,578$332,600 ▼-3.8%126,6640.8%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$8,217,585$52,364 ▲0.6%193,8110.8%ETF
DEHP
Dimensional Emerging Markets High Profitability ETF
$8,065,983$10,738 ▲0.1%196,0620.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$6,383,678$252,994 ▼-3.8%172,4390.6%ETF
DIMENSIONAL ETF TRUST
$5,300,353$168,604 ▼-3.1%103,6470.5%INTL COR FIX ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$4,543,346$481,244 ▲11.8%98,7040.5%ETF
Apple Inc. stock logo
AAPL
Apple
$3,608,441$185,817 ▼-4.9%10,8360.4%Technology
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$2,623,879$7,311 ▲0.3%55,6260.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,140,506$52,320 ▲2.5%4,1730.2%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,991,474$11,419 ▼-0.6%8,7200.2%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,755,281$3,695 ▲0.2%7,6010.2%Consumer Discretionary
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$1,694,832$9,311 ▼-0.5%46,7800.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,299,1270.0%5,9070.1%Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$1,297,915$7,950 ▲0.6%28,7340.1%ETF
VanEck Merk Gold ETF stock logo
OUNZ
VanEck Merk Gold ETF
$1,242,486$115,710 ▲10.3%31,1400.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,136,4680.0%12,6120.1%ETF
DFA INVT DIMENSIONS GROUP IN
$1,117,265$1,117,265 ▲New Holding46,2440.1%REAL ESTATE SECU
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,087,3790.0%1,5510.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$998,031$16,613 ▲1.7%4,0250.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$988,5030.0%3,8750.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$977,5440.0%1,3210.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$975,2300.0%11,7540.1%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$967,8840.0%8,9040.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$951,287$57,505 ▲6.4%1,5550.1%Technology
WesBanco, Inc. stock logo
WSBC
WesBanco
$852,425$786 ▲0.1%22,7800.1%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$814,321$82,589 ▼-9.2%16,5450.1%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$810,228$5,303 ▲0.7%19,5570.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$808,223$1,871 ▲0.2%2,1600.1%ETF
DFSB
Dimensional Global Sustainability Fixed Income ETF
$666,591$16,104 ▲2.5%13,4530.1%ETF
EQT Corporation stock logo
EQT
EQT
$661,6520.0%13,6250.1%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$589,573$49,795 ▲9.2%1,1840.1%Finance
BANK OF NY MELLON CORP
$565,923$42,954 ▼-7.1%3,9130.1%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$559,071$11,488 ▼-2.0%7300.1%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$548,875$5,568 ▲1.0%9,0690.1%Utilities
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$472,290$3,420 ▲0.7%2,7620.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$463,294$412 ▼-0.1%3,3740.0%Technology
EXXONMOBIL HOLDINGS CORP
$462,604$462,604 ▲New Holding2,8420.0%COM SHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$460,430$29,898 ▼-6.1%1,8480.0%Consumer Discretionary
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$436,6530.0%7170.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$416,923$216 ▲0.1%1,9290.0%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$375,649$79,084 ▲26.7%9500.0%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$374,704$344 ▼-0.1%1,0890.0%Communication Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$363,084$1,667 ▲0.5%1,3070.0%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$357,7130.0%6,1930.0%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$348,6420.0%1,6650.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$345,231$355 ▼-0.1%9730.0%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$313,5640.0%4,1400.0%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$285,6620.0%5180.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$285,2820.0%3,9650.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$275,9850.0%1,9400.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$272,055$204,553 ▲303.0%5320.0%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$253,170$78,370 ▲44.8%7430.0%Communication Services
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$251,623$3,521 ▲1.4%2,3580.0%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$249,7230.0%4,6460.0%ETF
SPDR S&P North American Natural Resources ETF stock logo
NANR
SPDR S&P North American Natural Resources ETF
$241,2580.0%2,8800.0%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$238,8980.0%4,9410.0%ETF
HONEYWELL INTL INC
$236,675$236,675 ▲New Holding1,1220.0%COM
Intel Corporation stock logo
INTC
Intel
$234,2090.0%1,9480.0%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$229,0780.0%1,4760.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$220,5180.0%3040.0%Communication Services
AT&T Inc. stock logo
T
AT&T
$218,0630.0%8,9370.0%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$217,796$104,531 ▲92.3%8230.0%Healthcare
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$206,3470.0%4740.0%Industrials
FedEx Corporation stock logo
FDX
FedEx
$204,6950.0%7180.0%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$202,058$138 ▼-0.1%4,4050.0%Communication Services
VANGUARD INSTL INDEX FD
$200,5710.0%2,6520.0%ULTR SHOR TR ETF
Stryker Corporation stock logo
SYK
Stryker
$187,266$182,584 ▲3,900.0%6800.0%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$180,161$351 ▼-0.2%5130.0%Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$179,499$561 ▲0.3%1,9210.0%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$174,679$79,884 ▲84.3%1640.0%Technology
HONEYWELL AEROSPACE INC
$174,187$5,889 ▲3.5%1,1240.0%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$164,201$29,062 ▲21.5%1,1300.0%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$161,757$8,475 ▲5.5%8780.0%Consumer Discretionary
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$160,3710.0%3,0900.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$159,791$19,850 ▲14.2%4830.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$154,183$26,177 ▲20.4%5890.0%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$153,8920.0%1330.0%Healthcare
Trane Technologies plc stock logo
TT
Trane Technologies
$146,4420.0%3240.0%Industrials
CSX Corporation stock logo
CSX
CSX
$138,693$140 ▲0.1%2,9820.0%Industrials
Emerson Electric Co. stock logo
EMR
Emerson Electric
$135,0930.0%8710.0%Industrials

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