DiNuzzo Private Wealth, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), DiNuzzo Private Wealth, Inc. reported 1,345 stock positions worth $1.0 billion. Its top holding was Dimensional Core Fixed (DFCF) at 11.5% of the portfolio, followed by Dimensional Short Duration (DFSD, 9.8%) and Dimensional US Eq MKT ETF (DFUS, 9.5%). Compared with Q1 2026, it opened 34 new positions, sold out of 36, added to 266 and reduced 294. The biggest buy was Dimensional US High Profi Et (DUHP, shares +1%) and the biggest sale Dimensional International SM (DISV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001994563-26-000003 ↗ filed Jul 10, 2026
Holdings Value
Holdings 1,345 stocks · $1.0B
| DFCF Dimensional Core Fixed Inc. | 11.51% | 2,757,601 | $116.4M | Add +9.4% |
| DFSD Dimensional Short Duration | 9.83% | 2,080,578 | $99.3M | Add +1.9% |
| DFUS Dimensional US Eq MKT ETF | 9.48% | 1,169,867 | $95.9M | Reduce -0.6% |
| DFLV Dim US Large Cap Value ETF | 6.88% | 1,758,222 | $69.5M | Reduce -2.6% |
| DFAS Dimensional US Small Cap ETF | 5.86% | 719,169 | $59.2M | Reduce -2.2% |
| DFGR Dim Global Real Estate ETF | 5.28% | 1,844,046 | $53.4M | Add +0.3% |
| DFIC Dimensional International Co. | 5.11% | 1,387,635 | $51.7M | Add +0.2% |
| DUHP Dimensional US High Profi Et | 5.11% | 1,236,979 | $51.6M | Add +1.0% |
| DFSV Dimensional US Small Cap Val | 4.99% | 1,300,634 | $50.5M | Reduce -3.5% |
| DFAC Dimensional US Core Equity 2 | 4.02% | 917,087 | $40.7M | Reduce -0.0% |
| DUSB Dimension Ultrashort Fi ETF | 3.13% | 623,822 | $31.7M | Add +9.8% |
| DFEM Dimensional Emrg MRKT Core | 2.88% | 716,843 | $29.1M | Reduce -3.1% |
| DFGP Dimensional GLBL Core PL Fix | 2.71% | 502,670 | $27.4M | Add +9.2% |
| DISV Dimensional International SM | 2.55% | 641,920 | $25.8M | Reduce -0.7% |
| DFUV Dimensional US Marketwide Va | 2.46% | 452,669 | $24.9M | Reduce -0.6% |
| DIHP Dimensional International Hi | 2.17% | 642,789 | $21.9M | Add +0.5% |
| DFAW Dimensional World Eqty ETF | 1.98% | 241,364 | $20.0M | Add +3.5% |
| DGCB Dimensional Global Credit | 1.74% | 322,435 | $17.6M | Reduce -0.9% |
| DFAE Dimensional Emerging Core Eq | 1.59% | 399,164 | $16.1M | Reduce -6.1% |
| DFIV Dimensional International Va | 1.25% | 234,686 | $12.7M | Reduce -1.2% |
| DFAT Dimensional US Target Value | 0.91% | 131,670 | $9.2M | Reduce -1.7% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.83% | 195,801 | $8.4M | Reduce -8.2% |
| DFEV Dimensional Emrg MRKT Val | 0.81% | 192,576 | $8.2M | Reduce -6.2% |
| DFAX Dimensional World Ex US Core | 0.65% | 179,273 | $6.6M | Reduce -2.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.57% | 106,944 | $5.7M | Add +1.5% |
| DFNM Dimensional National Muni BD | 0.42% | 88,249 | $4.3M | Add +2.5% |
| AAPL Apple Inc. | 0.33% | 11,394 | $3.3M | Reduce -2.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.26% | 55,471 | $2.6M | Add +0.2% |
| MCD McDonald's Corp. | 0.20% | 7,585 | $2.1M | Add +0.2% |
| NVDA Nvidia Corp. | 0.17% | 8,770 | $1.8M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,907 | $1.7M | Reduce -0.0% |
| DFIS Dimensional International SM | 0.16% | 47,037 | $1.6M | Reduce -2.0% |
| MSFT Microsoft Corp. | 0.15% | 4,071 | $1.5M | Reduce -0.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 28,558 | $1.3M | Reduce -0.1% |
| DFAR Dimensional US Real Est ETF | 0.12% | 46,059 | $1.2M | Add +0.2% |
| OUNZ Vaneck Merk Gold ETF | 0.11% | 28,240 | $1.1M | Reduce -1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 12,612 | $1.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,551 | $1.1M | Add +4.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,875 | $1.0M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 11,754 | $984K | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,321 | $973K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $960K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $947K | No change |
| VTIP Vanguard Short-Term Tips | 0.09% | 18,223 | $915K | Add +5062.3% |
| WSBC Wesbanco Inc. | 0.09% | 22,759 | $888K | Add +0.1% |
| AMD Advanced Micro Devices | 0.08% | 1,461 | $849K | Add +0.1% |
| DFAI Dimensional International Co. | 0.08% | 19,429 | $801K | Reduce -8.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 2,155 | $797K | Reduce -1.5% |
| EQT Eqt Corp. | 0.07% | 13,625 | $724K | Reduce -0.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.07% | 13,128 | $684K | Add +23.5% |
| D Dominion Energy Inc. | 0.06% | 8,977 | $613K | Add +0.9% |
| BNY Bank of New York Mellon Corp. | 0.06% | 4,210 | $609K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.06% | 745 | $558K | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 1,084 | $542K | No change |
| VPU Vanguard Utilities ETF | 0.05% | 2,742 | $537K | Add +0.7% |
| ORCL Oracle Corp. | 0.05% | 3,377 | $495K | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.05% | 717 | $470K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,968 | $469K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,928 | $420K | Reduce -22.7% |
| TSLA Tesla Inc. | 0.04% | 974 | $410K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 1,301 | $391K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,090 | $390K | No change |
| USB US Bancorp | 0.04% | 6,193 | $374K | No change |
| IWN iShares Russell 2000 Value E | 0.04% | 1,665 | $368K | No change |
| NEE Nextera Energy Inc. | 0.04% | 4,140 | $363K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 2,382 | $326K | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $306K | No change |
| INTC Intel Corp. | 0.03% | 1,948 | $272K | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,940 | $267K | No change |
| MA Mastercard Inc. Class A | 0.03% | 518 | $266K | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $256K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,646 | $245K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 4,941 | $242K | Reduce -1.2% |
| HONA Honeywell Aerospace Inc. | 0.02% | 1,086 | $240K | Reduce -0.1% |
| ROK Rockwell Automation Inc. | 0.02% | 474 | $235K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $233K | No change |
| FDX FedEx Corp. | 0.02% | 718 | $225K | No change |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $217K | No change |
| UPS United Parcel Service Class B | 0.02% | 1,915 | $206K | Add +0.7% |
| VGUS Vanguard Ultra SHRT Treasury | 0.02% | 2,652 | $201K | No change |
| AVGO Broadcom Inc. | 0.02% | 514 | $194K | Add +0.6% |
| MPC Marathon Petroleum Corp. | 0.02% | 750 | $192K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,408 | $187K | Add +0.1% |
| T AT&T Inc. | 0.02% | 8,937 | $185K | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.02% | 832 | $183K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 513 | $181K | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.02% | 304 | $171K | No change |
| IHDG Wisdomtree International Hed | 0.02% | 3,090 | $162K | No change |
| LLY Eli Lilly & Co. | 0.02% | 133 | $160K | Reduce -0.8% |
| TT Trane Technologies PLC | 0.02% | 324 | $159K | No change |
| CSX CSX Corp. | 0.01% | 2,979 | $142K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.01% | 423 | $138K | No change |
| NOV Nov Inc. | 0.01% | 6,931 | $129K | No change |
| EMR Emerson Electric Co. | 0.01% | 871 | $125K | Add +0.3% |
| ABBV Abbvie Inc. | 0.01% | 489 | $123K | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.01% | 1,000 | $120K | No change |
| MRK Merck & Co. Inc. | 0.01% | 930 | $120K | Add +1.0% |
| BAC Bank of America Corp. | 0.01% | 2,081 | $119K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 780 | $116K | No change |
| V Visa Inc. Class A | 0.01% | 331 | $114K | Reduce -0.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 18 | $5 | No change |
Lines left out (1) · $24 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| LASR Nlight Inc. | COM | 0 | $24 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q1 2026 → Q2 2026
| DISV Dimensional International SM | Reduce -0.7% | 2.55% | −0.20 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.18 |
| DGCB Dimensional Global Credit | Reduce -0.9% | 1.74% | −0.15 |
| DFIV Dimensional International Va | Reduce -1.2% | 1.25% | −0.10 |
| DFSV Dimensional US Small Cap Val | Reduce -3.5% | 4.99% | −0.10 |
| DFLV Dim US Large Cap Value ETF | Reduce -2.6% | 6.88% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.04 |
| OUNZ Vaneck Merk Gold ETF | Reduce -1.2% | 0.11% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -2.8% | 0.65% | −0.02 |
| EQT Eqt Corp. | Reduce -0.0% | 0.07% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.15% | −0.01 |
| DFIS Dimensional International SM | Reduce -2.0% | 0.16% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -22.7% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -0.0% | 0.02% | −0.01 |
| DFAI Dimensional International Co. | Reduce -8.2% | 0.08% | −0.01 |
| VTEI Vanguard Int Tax-Exempt Bond | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.05% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.1% | 0.13% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -88.4% | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -19.7% | 0.01% | −0.00 |
| HONA Honeywell Aerospace Inc. | Reduce -0.1% | 0.02% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -41.9% | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Reduce -2.3% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.03% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -60.0% | 0.00% | −0.00 |
| CMI Cummins Inc. | Reduce -30.5% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -21.4% | 0.00% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.1% | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -18.2% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -17.6% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -15.3% | 0.00% | −0.00 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.00 |
| CHTR Charter Communications Inc. Class A | Reduce -28.6% | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -62.5% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -8.6% | 0.00% | −0.00 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -7.3% | 0.00% | −0.00 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -67.7% | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -2.2% | 0.00% | −0.00 |
| TSCO Tractor Supply Company | Reduce -69.9% | 0.00% | −0.00 |
| SPOT Spotify Technology SA | Reduce -12.0% | 0.00% | −0.00 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Reduce -11.1% | 0.00% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.5% | 0.00% | −0.00 |
| CSL Carlisle Cos Inc. | Reduce -41.7% | 0.00% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -45.2% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -6.9% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DUHP Dimensional US High Profi Et | Add +1.0% | 5.11% | +0.25 |
| DFAW Dimensional World Eqty ETF | Add +3.5% | 1.98% | +0.12 |
| VTIP Vanguard Short-Term Tips | Add +5062.3% | 0.09% | +0.09 |
| AMD Advanced Micro Devices | Add +0.1% | 0.08% | +0.05 |
| DFCF Dimensional Core Fixed Inc. | Add +9.4% | 11.51% | +0.04 |
| DFGP Dimensional GLBL Core PL Fix | Add +9.2% | 2.71% | +0.03 |
| DUSB Dimension Ultrashort Fi ETF | Add +9.8% | 3.13% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +0.3% | 5.28% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.2% | 0.26% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.9% | 0.11% | +0.01 |
| NVDA Nvidia Corp. | Add +0.1% | 0.17% | +0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +23.5% | 0.07% | +0.01 |
| MU Micron Technology Inc. | Add +3.5% | 0.01% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.0% | 0.06% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.8% | 0.01% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +180.0% | 0.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.4% | 0.10% | +0.00 |
| WSBC Wesbanco Inc. | Add +0.1% | 0.09% | +0.00 |
| ALAB Astera Labs Inc. | Add +6.0% | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +38.7% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +1.7% | 0.01% | +0.00 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.05% | +0.00 |
| AVGO Broadcom Inc. | Add +0.6% | 0.02% | +0.00 |
| GLW Corning Inc. | Add +0.5% | 0.00% | +0.00 |
| DFAR Dimensional US Real Est ETF | Add +0.2% | 0.12% | +0.00 |
| WDC Western Digital Corp. | Add +2.0% | 0.00% | +0.00 |
| TER Teradyne Inc. | Add +3.6% | 0.00% | +0.00 |
| D Dominion Energy Inc. | Add +0.9% | 0.06% | +0.00 |
| ELV Elevance Health Inc. | Add +2.7% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.01% | +0.00 |
| CSX CSX Corp. | Add +0.1% | 0.01% | +0.00 |
| PNC PNC Financial Services Group | Add +0.3% | 0.01% | +0.00 |
| PIPR Piper Sandler Cos | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +2.8% | 0.00% | +0.00 |
| MTD Mettler-Toledo International | New | 0.00% | +0.00 |
| CARR Carrier Global Corp. | Add +0.5% | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.00% | +0.00 |
| JHMM John Hancock Multi Fact Mid | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | Add +1.9% | 0.00% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.4% | 0.01% | +0.00 |
| CNC Centene Corp. | Add +642.9% | 0.00% | +0.00 |
| SOLS Solstice Adv Materials Inc. | Add +0.2% | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +6.3% | 0.00% | +0.00 |
| AMCR Amcor PLC | New | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.6% | 0.01% | +0.00 |
| BE Bloom Energy Corp. Class A | Add +25.0% | 0.00% | +0.00 |
| CRBG Corebridge Financial Inc. | Add +75.6% | 0.00% | +0.00 |
| DVN Devon Energy Corp. | Add +115.4% | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| LASR Nlight Inc. | COM | New | 0 | $24 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,345 | $1.0B | DFCF, DFSD, DFUS, DFLV, DFAS |
| Q1 2026 | 1,344 | $928.1M | DFCF, DFSD, DFUS, DFLV, DFAS |
| Q4 2025 | 1,367 | $919.2M | DFCF, DFSD, DFUS, DFLV, DFAS |
| Q3 2025 | 1,369 | $881.9M | DFCF, DFSD, DFUS, DFLV, DFAS |
| Q2 2025 | 1,365 | $842.4M | DFCF, DFSD, DFUS, DFLV, DFIC |
| Q1 2025 | 1,381 | $794.4M | DFSD, DFCF, DFUS, DFLV, DFGR |
| Q4 2024 | 1,413 | $790.0M | DFSD, DFCF, DFUS, DFLV, DFAS |
| Q3 2024 | 1,436 | $810.9M | DFSD, DFCF, DFUS, DFLV, DFAS |
| Q2 2024 | 1,410 | $740.9M | DFSD, DFUS, DFCF, DFLV, DFAS |
| Q1 2024 | 1,364 | $741.1M | DFSD, DFUS, DFCF, DFLV, DFAS |