Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2026) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $928.12 million in total holdings as of March 31, 2026.Dinuzzo Private Wealth, Inc. owns shares of 1,345 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 0.78% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,367 new stocks and bought additional shares in 282 stocks.Dinuzzo Private Wealth, Inc. sold shares of 295 stocks and completely divested from 44 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $106,460,744Dimensional Short-Duration Fixed Income ETF $97,731,862Dimensional U.S. Equity ETF $83,430,485Dimensional US Large Cap Value ETF $64,435,483Dimensional U.S. Small Cap ETF $52,319,412 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $38,669 Holding14020X104 - Capital Group Global Growth Equity ETF $37,475 Holding947913109 - WEDBUSH SER TR $34,754 HoldingN97284108 - Yandex $14,319 Holding04626A103 - ASTERA LABS INC $9,097 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 78,229 shares (about $3.30M)DIMENSIONAL ETF TRUST 23,805 shares (about $1.29M)Dimensional Global Real Estate ETF 23,588 shares (about $626.97K)Dimensional U.S. Core Equity 2 ETF 9,368 shares (about $364.04K)Dimensional National Municipal Bond ETF 6,025 shares (about $288.78K) Largest Sales this Quarter Dimensional International Small Cap Value ETF 13,511 shares (about $532.87K)Dimensional US Marketwide Value ETF 9,888 shares (about $479.17K)Dimensional US Large Cap Value ETF 10,986 shares (about $392.31K)Dimensional Emerging Core Equity Market ETF 9,241 shares (about $312.90K)Rocket Companies 16,774 shares (about $239.12K) 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$106,460,744$3,302,829 ▲3.2%2,521,57111.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$97,731,862$117,354 ▼-0.1%2,041,18310.5%ETFDFUSDimensional U.S. Equity ETF$83,430,485$69,208 ▼-0.1%1,176,5699.0%ETFDFLVDimensional US Large Cap Value ETF$64,435,483$392,310 ▼-0.6%1,804,4106.9%ETFDFASDimensional U.S. Small Cap ETF$52,319,412$10,954 ▲0.0%735,5465.6%ETFDFICDimensional International Core Equity 2 ETF$49,210,221$227,250 ▼-0.5%1,385,0335.3%ETFDFGRDimensional Global Real Estate ETF$48,894,359$626,969 ▲1.3%1,839,5175.3%ETFDFSVDimensional US Small Cap Value ETF$47,218,677$151,968 ▼-0.3%1,347,5655.1%ETFDUHPDimensional US High Profitability ETF$45,031,766$200,599 ▲0.4%1,225,0214.9%ETFDFACDimensional U.S. Core Equity 2 ETF$35,648,245$364,040 ▲1.0%917,3513.8%ETFDIMENSIONAL ETF TRUST$28,817,074$122,617 ▲0.4%568,2723.1%ULTRASHORT FIXEDDFEMDimensional Emerging Markets Core Equity 2 ETF$25,573,786$164,700 ▲0.6%740,1962.8%ETFDISVDimensional International Small Cap Value ETF$25,506,949$532,874 ▼-2.0%646,7282.7%ETFDIMENSIONAL ETF TRUST$24,851,704$1,285,232 ▲5.5%460,3022.7%GLOBAL CORE PLUSDFUVDimensional US Marketwide Value ETF$22,071,044$479,172 ▼-2.1%455,4492.4%ETFDIHPDimensional International High Profitability ETF$20,612,558$96,692 ▼-0.5%639,7442.2%ETFDIMENSIONAL ETF TRUST$17,616,082$210,313 ▼-1.2%325,4121.9%GLOBAL CR ETFDIMENSIONAL ETF TRUST$17,201,083$124,983 ▼-0.7%233,1401.9%WORLD EQUITY ETFDFAEDimensional Emerging Core Equity Market ETF$14,398,754$312,900 ▼-2.1%425,2441.6%ETFDFIVDimensional International Value ETF$12,539,339$126,989 ▼-1.0%237,5771.4%ETFDFATDimensional U.S. Targeted Value ETF$8,364,356$75,939 ▼-0.9%133,9370.9%ETFDFEVDimensional Emerging Markets Value ETF$7,347,604$140,293 ▼-1.9%205,3550.8%ETFDEHPDimensional Emerging Markets High Profitability ETF$7,210,548$144,790 ▼-2.0%213,3930.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,266,600$154,903 ▼-2.4%184,4750.7%ETFDIMENSIONAL ETF TRUST$5,524,664$111,720 ▼-2.0%105,3310.6%DIMENSIONAL INTEDFNMDimensional National Municipal Bond ETF$4,126,534$288,778 ▲7.5%86,0950.4%ETFAAPLApple$2,956,782$130,443 ▼-4.2%11,6510.3%Computer and TechnologyMCDMcDonald's$2,352,619$4,040 ▲0.2%7,5700.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$2,274,414$197,931 ▲9.5%55,3520.2%ETFNUNU$1,638,180$86,220 ▼-5.0%114,0000.2%FinanceDFISDimensional International Small Cap ETF$1,616,392$4,411 ▼-0.3%48,0070.2%ETFNVDANVIDIA$1,528,268$1,046 ▲0.1%8,7630.2%Computer and TechnologyMSFTMicrosoft$1,509,679$8,885 ▼-0.6%4,0780.2%Computer and TechnologyIBMInternational Business Machines$1,432,0410.0%5,9080.2%Computer and TechnologyOUNZVanEck Merk Gold ETF$1,287,980$64,422 ▲5.3%28,5900.1%ETFDFSIDimensional International Sustainability Core 1 ETF$1,211,750$55,290 ▲4.8%28,5790.1%ETFDFARDimensional US Real Estate ETF$1,087,444$14,095 ▲1.3%45,9810.1%ETFVBVanguard Small-Cap ETF$919,7800.0%3,8750.1%ETFVUGVanguard Growth ETF$918,1330.0%2,1020.1%ETFVOOVanguard S&P 500 ETF$883,1790.0%1,4780.1%ETFVEUVanguard FTSE All-World ex-US ETF$870,7850.0%11,5950.1%ETFEQTEQT$867,1520.0%13,6260.1%EnergyIWDiShares Russell 1000 Value ETF$845,8030.0%3,9580.1%ETFVONVVanguard Russell 1000 Value ETF$834,6780.0%8,9040.1%ETFDFAIDimensional International Core Equity Market ETF$824,946$506 ▲0.1%21,1740.1%ETFWSBCWesBanco$784,166$828 ▲0.1%22,7360.1%FinanceQQQInvesco QQQ$762,455$34,054 ▲4.7%1,3210.1%FinanceVTIVanguard Total Stock Market ETF$701,634$51,973 ▲8.0%2,1870.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$549,923$7,606 ▲1.4%10,6280.1%ETFDDominion Energy$549,762$5,873 ▲1.1%8,8930.1%UtilitiesVPUVanguard Utilities ETF$539,719$3,566 ▲0.7%2,7240.1%ETFBRK.BBerkshire Hathaway$519,4530.0%1,0840.1%FinanceBKBNY$499,310$237 ▲0.0%4,2090.1%FinanceORCLOracle$498,309$736 ▼-0.1%3,3870.1%Computer and TechnologyIVViShares Core S&P 500 ETF$493,8270.0%7560.1%ETFHONHoneywell International$491,6160.0%2,1750.1%Multi-Sector ConglomeratesVTVVanguard Value ETF$489,2120.0%2,4930.1%ETFAMZNAmazon.com$409,668$833 ▲0.2%1,9670.0%Retail/WholesaleXOMExxonMobil$403,958$36,307 ▼-8.2%2,3810.0%EnergyNEENextEra Energy$384,524$93 ▼0.0%4,1400.0%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$368,343$54,138 ▲17.2%4,6470.0%ETFTSLATesla$362,0850.0%9740.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$322,5420.0%1,3010.0%FinanceUSBU.S. Bancorp$322,1030.0%6,1930.0%FinanceIWNiShares Russell 2000 Value ETF$315,5840.0%1,6650.0%ETFGOOGLAlphabet$313,441$575 ▼-0.2%1,0900.0%Computer and TechnologyAMDAdvanced Micro Devices$297,008$203 ▼-0.1%1,4600.0%Computer and TechnologySMHVanEck Semiconductor ETF$274,8980.0%7170.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$267,7570.0%3,9650.0%ETFMAMastercard$259,3240.0%5190.0%Business ServicesTAT&T$259,1090.0%8,9380.0%Computer and TechnologyFDXFedEx$255,7380.0%7180.0%TransportationNANRSPDR S&P North American Natural Resources ETF$241,9200.0%2,8800.0%ETFFNDFSchwab Fundamental International Equity ETF$227,3290.0%4,6460.0%ETFIWRiShares Russell Mid-Cap ETF$226,0600.0%2,3250.0%ETFVZVerizon Communications$221,182$351 ▼-0.2%4,4060.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$219,4340.0%1,9400.0%ETFVYMVanguard High Dividend Yield ETF$218,5990.0%1,4760.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$211,891$25,803 ▲13.9%5,0010.0%ETFVANGUARD INSTL INDEX FD$200,6770.0%2,6520.0%ULTRA-SHORT TREALOWLowe's Companies$196,6170.0%8320.0%Retail/WholesaleUPSUnited Parcel Service$187,021$394 ▲0.2%1,9010.0%TransportationMPCMarathon Petroleum$183,135$244 ▼-0.1%7500.0%EnergyMETAMeta Platforms$173,865$572 ▲0.3%3040.0%Computer and TechnologyROKRockwell Automation$170,1100.0%4740.0%Computer and TechnologyAVGOBroadcom$158,160$619 ▼-0.4%5110.0%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$148,7840.0%3,0900.0%FinanceGOOGAlphabet$147,4470.0%5140.0%Computer and TechnologyTTTrane Technologies$135,0240.0%3240.0%ConstructionNOVNOV$130,3750.0%6,9310.0%EnergyJPMJPMorgan Chase & Co.$124,430$294 ▼-0.2%4230.0%FinanceLLYEli Lilly and Company$123,250$920 ▲0.8%1340.0%MedicalCSXCSX$122,1650.0%2,9760.0%TransportationEMREmerson Electric$113,7260.0%8680.0%IndustrialsMRKMerck & Co., Inc.$110,788$3,729 ▲3.5%9210.0%MedicalGDGeneral Dynamics$109,1440.0%3180.0%AerospacePGProcter & Gamble$108,042$722 ▼-0.7%7480.0%Consumer StaplesPEPPepsiCo$107,616$311 ▼-0.3%6930.0%Consumer StaplesNOWServiceNow$106,955$732 ▼-0.7%1,0230.0%Computer and TechnologyABBVAbbVie$106,6590.0%4900.0%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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