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 June 30, 2026.
Dinuzzo Private Wealth, Inc. owns shares of 1,347 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 2.12% of the portfolio was purchased this quarter.
About 1.30% of the portfolio was sold this quarter.
This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,345 new stocks and bought additional shares in 272 stocks.
Dinuzzo Private Wealth, Inc. sold shares of 290 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

Dimensional Core Fixed Income ETF: $116,398,356
Dimensional Short-Duration Fixed Income ETF: $99,347,612
Dimensional U.S. Equity ETF: $95,858,939
Dimensional US Large Cap Value ETF: $69,520,116
Dimensional U.S. Small Cap ETF: $59,216,379

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $240,093 Holding
314352105 - FEDEX FGHT HLDG CO INC: $54,058 Holding
808524797 - Schwab US Dividend Equity ETF: $27,461 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $24,092 Holding
G2004J103 - CARNIVAL CORP LTD: $9,287 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF: 236,030 shares (about $9.96M)
DIMENSIONAL ETF TRUST: 55,550 shares (about $2.82M)
DIMENSIONAL ETF TRUST: 42,368 shares (about $2.31M)
Dimensional Short-Duration Fixed Income ETF: 39,395 shares (about $1.88M)
Vanguard Growth ETF: 10,510 shares (about $905.33K)

Largest Sales this Quarter

Dimensional US Large Cap Value ETF: 46,188 shares (about $1.83M)
Dimensional US Small Cap Value ETF: 46,931 shares (about $1.82M)
Dimensional U.S. Small Cap ETF: 16,377 shares (about $1.35M)
Dimensional Emerging Core Equity Market ETF: 26,080 shares (about $1.05M)
Dimensional Emerging Markets Core Equity 2 ETF: 23,353 shares (about $949.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFCF Dimensional Core Fixed Income ETF	$116,398,356	$9,962,828 â–²	9.4%	2,757,601	11.5%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$99,347,612	$1,881,111 â–²	1.9%	2,080,578	9.8%	ETF
DFUS Dimensional U.S. Equity ETF	$95,858,939	$549,162 â–¼	-0.6%	1,169,867	9.5%	ETF
DFLV Dimensional US Large Cap Value ETF	$69,520,116	$1,826,274 â–¼	-2.6%	1,758,222	6.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$59,216,379	$1,348,482 â–¼	-2.2%	719,169	5.9%	ETF
DFGR Dimensional Global Real Estate ETF	$53,422,014	$131,205 â–²	0.2%	1,844,046	5.3%	ETF
DFIC Dimensional International Core Equity 2 ETF	$51,703,276	$96,951 â–²	0.2%	1,387,635	5.1%	ETF
DUHP Dimensional US High Profitability ETF	$51,619,155	$499,008 â–²	1.0%	1,236,979	5.1%	ETF
DFSV Dimensional US Small Cap Value ETF	$50,451,612	$1,820,454 â–¼	-3.5%	1,300,634	5.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$40,681,974	$11,711 â–¼	0.0%	917,087	4.0%	ETF
DIMENSIONAL ETF TRUST	$31,677,669	$2,820,828 â–²	9.8%	623,822	3.1%	ULTR FIX INC ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$29,132,508	$949,066 â–¼	-3.2%	716,843	2.9%	ETF
DIMENSIONAL ETF TRUST	$27,375,398	$2,307,360 â–²	9.2%	502,670	2.7%	GLOB CO PLUS ETF
DISV Dimensional International Small Cap Value ETF	$25,760,264	$192,945 â–¼	-0.7%	641,920	2.5%	ETF
DFUV Dimensional US Marketwide Value ETF	$24,901,304	$152,928 â–¼	-0.6%	452,669	2.5%	ETF
DIHP Dimensional International High Profitability ETF	$21,935,191	$103,911 â–²	0.5%	642,789	2.2%	ETF
DIMENSIONAL ETF TRUST	$19,982,543	$680,866 â–²	3.5%	241,364	2.0%	WORLD EQUITY ETF
DIMENSIONAL ETF TRUST	$17,627,522	$162,753 â–¼	-0.9%	322,435	1.7%	GLOBAL CR ETF
DFAE Dimensional Emerging Core Equity Market ETF	$16,050,378	$1,048,676 â–¼	-6.1%	399,164	1.6%	ETF
DFIV Dimensional International Value ETF	$12,677,735	$156,172 â–¼	-1.2%	234,686	1.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$9,203,763	$158,464 â–¼	-1.7%	131,670	0.9%	ETF
DEHP Dimensional Emerging Markets High Profitability ETF	$8,374,409	$752,410 â–¼	-8.2%	195,801	0.8%	ETF
DFEV Dimensional Emerging Markets Value ETF	$8,216,679	$545,244 â–¼	-6.2%	192,576	0.8%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$6,604,410	$191,641 â–¼	-2.8%	179,273	0.7%	ETF
DIMENSIONAL ETF TRUST	$5,731,643	$86,448 â–²	1.5%	106,944	0.6%	INTL COR FIX ETF
DFNM Dimensional National Municipal Bond ETF	$4,265,516	$104,114 â–²	2.5%	88,249	0.4%	ETF
AAPL Apple	$3,296,825	$74,362 â–¼	-2.2%	11,394	0.3%	Computer and Technology
DFSU Dimensional US Sustainability Core 1 ETF	$2,586,613	$5,549 â–²	0.2%	55,471	0.3%	ETF
MCD McDonald's	$2,050,288	$4,055 â–²	0.2%	7,585	0.2%	Retail/Wholesale
NVDA NVIDIA	$1,754,790	$1,401 â–²	0.1%	8,770	0.2%	Computer and Technology
IBM International Business Machines	$1,661,108	$281 â–¼	0.0%	5,907	0.2%	Computer and Technology
DFIS Dimensional International Small Cap ETF	$1,647,718	$33,979 â–¼	-2.0%	47,037	0.2%	ETF
MSFT Microsoft	$1,518,691	$2,611 â–¼	-0.2%	4,071	0.2%	Computer and Technology
DFSI Dimensional International Sustainability Core 1 ETF	$1,287,966	$947 â–¼	-0.1%	28,558	0.1%	ETF
DFAR Dimensional US Real Estate ETF	$1,204,911	$2,040 â–²	0.2%	46,059	0.1%	ETF
OUNZ VanEck Merk Gold ETF	$1,089,782	$13,507 â–¼	-1.2%	28,240	0.1%	ETF
VUG Vanguard Growth ETF	$1,086,398	$905,332 â–²	500.0%	12,612	0.1%	ETF
VOO Vanguard S&P 500 ETF	$1,065,521	$50,150 â–²	4.9%	1,551	0.1%	ETF
VB Vanguard Small-Cap ETF	$1,046,478		0.0%	3,875	0.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$984,398	$13,316 â–²	1.4%	11,754	0.1%	ETF
QQQ Invesco QQQ	$972,946		0.0%	1,321	0.1%	Finance
IWD iShares Russell 1000 Value ETF	$959,648		0.0%	3,958	0.1%	ETF
VONV Vanguard Russell 1000 Value ETF	$946,603		0.0%	8,904	0.1%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$915,349	$897,618 â–²	5,062.3%	18,223	0.1%	Manufacturing
WSBC WesBanco	$888,296	$898 â–²	0.1%	22,759	0.1%	Finance
AMD Advanced Micro Devices	$848,710	$581 â–²	0.1%	1,461	0.1%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$801,455	$71,982 â–¼	-8.2%	19,429	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$797,306	$11,839 â–¼	-1.5%	2,155	0.1%	ETF
EQT EQT	$724,451	$53 â–¼	0.0%	13,625	0.1%	Energy
DFSB Dimensional Global Sustainability Fixed Income ETF	$684,101	$130,275 â–²	23.5%	13,128	0.1%	ETF
D Dominion Energy	$613,038	$5,736 â–²	0.9%	8,977	0.1%	Utilities
BANK OF NY MELLON CORP	$608,872	$145 â–²	0.0%	4,210	0.1%	COM
IVV iShares Core S&P 500 ETF	$557,924	$8,238 â–¼	-1.5%	745	0.1%	ETF
BRK.B Berkshire Hathaway	$542,423		0.0%	1,084	0.1%	Finance
VPU Vanguard Utilities ETF	$536,658	$3,523 â–²	0.7%	2,742	0.1%	ETF
ORCL Oracle	$494,946	$1,466 â–¼	-0.3%	3,377	0.0%	Computer and Technology
SMH VanEck Semiconductor ETF	$470,274		0.0%	717	0.0%	Manufacturing
AMZN Amazon.com	$469,054	$238 â–²	0.1%	1,968	0.0%	Retail/Wholesale
VTV Vanguard Value ETF	$420,242	$123,152 â–¼	-22.7%	1,928	0.0%	ETF
TSLA Tesla	$409,665		0.0%	974	0.0%	Auto/Tires/Trucks
IWM iShares Russell 2000 ETF	$390,757		0.0%	1,301	0.0%	Finance
GOOGL Alphabet	$389,534		0.0%	1,090	0.0%	Computer and Technology
USB U.S. Bancorp	$374,063		0.0%	6,193	0.0%	Finance
IWN iShares Russell 2000 Value ETF	$368,201		0.0%	1,665	0.0%	ETF
NEE NextEra Energy	$363,368		0.0%	4,140	0.0%	Utilities
XOM ExxonMobil	$325,630	$137 â–²	0.0%	2,382	0.0%	Energy
IJH iShares Core S&P Mid-Cap ETF	$305,742		0.0%	3,965	0.0%	ETF
INTC Intel	$272,000	$4,189 â–¼	-1.5%	1,948	0.0%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$266,809		0.0%	1,940	0.0%	ETF
MA Mastercard	$266,045	$514 â–¼	-0.2%	518	0.0%	Business Services
IWR iShares Russell Mid-Cap ETF	$256,494		0.0%	2,325	0.0%	ETF
FNDF Schwab Fundamental International Equity ETF	$245,123		0.0%	4,646	0.0%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$241,514	$2,933 â–¼	-1.2%	4,941	0.0%	ETF
HONEYWELL AEROSPACE INC	$240,093	$240,093 â–²	New Holding	1,086	0.0%	COM
ROK Rockwell Automation	$234,668		0.0%	474	0.0%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$233,255		0.0%	1,476	0.0%	Financial Services
FDX FedEx	$224,828		0.0%	718	0.0%	Transportation
NANR SPDR S&P North American Natural Resources ETF	$217,440		0.0%	2,880	0.0%	ETF
UPS United Parcel Service	$205,863	$1,505 â–²	0.7%	1,915	0.0%	Transportation
VANGUARD INSTL INDEX FD	$200,677		0.0%	2,652	0.0%	ULTR SHOR TR ETF
AVGO Broadcom	$194,164	$1,133 â–²	0.6%	514	0.0%	Computer and Technology
MPC Marathon Petroleum	$191,753		0.0%	750	0.0%	Energy
VZ Verizon Communications	$186,635	$85 â–²	0.0%	4,408	0.0%	Computer and Technology
T AT&T	$184,995	$21 â–¼	0.0%	8,937	0.0%	Computer and Technology
LOW Lowe's Companies	$183,424		0.0%	832	0.0%	Retail/Wholesale
GOOG Alphabet	$181,259	$353 â–¼	-0.2%	513	0.0%	Computer and Technology
META Meta Platforms	$171,242		0.0%	304	0.0%	Computer and Technology
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$161,855		0.0%	3,090	0.0%	Finance
LLY Eli Lilly and Company	$159,525	$1,199 â–¼	-0.7%	133	0.0%	Medical
TT Trane Technologies	$159,136		0.0%	324	0.0%	Construction
CSX CSX	$141,592	$143 â–²	0.1%	2,979	0.0%	Transportation
JPM JPMorgan Chase & Co.	$138,461		0.0%	423	0.0%	Finance
NOV NOV	$128,573		0.0%	6,931	0.0%	Energy
EMR Emerson Electric	$124,684	$429 â–²	0.3%	871	0.0%	Industrials
ABBV AbbVie	$123,155	$252 â–¼	-0.2%	489	0.0%	Medical
VGT Vanguard Information Technology ETF	$119,520	$104,580 â–²	700.0%	1,000	0.0%	ETF
MRK Merck & Co., Inc.	$119,505	$1,157 â–²	1.0%	930	0.0%	Medical
BAC Bank of America	$118,562	$57 â–²	0.0%	2,081	0.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$115,682		0.0%	780	0.0%	ETF
V Visa	$113,563	$343 â–¼	-0.3%	331	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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

About Dinuzzo Private Wealth, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Dinuzzo Private Wealth, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDinuzzo Private Wealth, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools