DiNuzzo Private Wealth, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), DiNuzzo Private Wealth, Inc. reported 1,364 stock positions worth $741.1 million. Its top holding was Dimensional Short Duration (DFSD) at 12.4% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 10.1%) and Dimensional Core Fixed (DFCF, 9.9%). Compared with Q4 2023, it opened 18 new positions, sold out of 44, added to 310 and reduced 310. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +0%) and the biggest sale Dimensional Short Duration (DFSD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $741.1M (Q1 2024)
- SEC Filing
- 0001994563-24-000003 ↗ filed May 6, 2024
Holdings Value
Holdings 1,364 stocks · $741.1M
| DFSD Dimensional Short Duration | 12.35% | 1,946,362 | $91.6M | Reduce -2.5% |
| DFUS Dimensional US Eq MKT ETF | 10.05% | 1,307,486 | $74.5M | Add +0.1% |
| DFCF Dimensional Core Fixed Inc. | 9.87% | 1,743,978 | $73.2M | Add +5.4% |
| DFLV Dim US Large Cap Value ETF | 7.57% | 1,871,365 | $56.1M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 6.09% | 723,780 | $45.1M | Add +0.1% |
| DUHP Dimensional US High Profi Et | 5.67% | 1,329,817 | $42.0M | Add +0.1% |
| DFIC Dimensional International Co. | 5.25% | 1,453,183 | $38.9M | Add +1.0% |
| DFGR Dim Global Real Estate ETF | 5.21% | 1,511,329 | $38.6M | Add +1.3% |
| DFSV Dimensional US Small Cap Val | 5.03% | 1,239,206 | $37.3M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 4.06% | 940,785 | $30.1M | Add +1.2% |
| DISV Dimensional International SM | 2.82% | 767,934 | $20.9M | Add +0.2% |
| DFUV Dimensional US Marketwide Va | 2.76% | 499,584 | $20.4M | Reduce -0.3% |
| DFEM Dimensional Emrg MRKT Core | 2.59% | 752,218 | $19.2M | Add +1.1% |
| DFAW Dimensional World Eqty ETF | 2.52% | 315,693 | $18.7M | Reduce -8.6% |
| DIHP Dimensional International Hi | 2.29% | 630,520 | $17.0M | Add +0.7% |
| DGCB Dimensional Global Credit | 2.25% | 314,628 | $16.7M | Add +0.7% |
| DFGP Dimensional GLBL Core PL Fix | 1.63% | 226,411 | $12.1M | Add +11.0% |
| DUSB Dimension Ultrashort Fi ETF | 1.61% | 236,317 | $12.0M | Add +16.0% |
| DFAE Dimensional Emerging Core Eq | 1.53% | 458,386 | $11.3M | Add +1.0% |
| DFIV Dimensional International Va | 1.36% | 273,390 | $10.0M | Reduce -0.6% |
| DFAT Dimensional US Target Value | 1.09% | 148,691 | $8.1M | Reduce -0.8% |
| DFAX Dimensional World Ex US Core | 0.75% | 219,931 | $5.6M | Reduce -0.4% |
| DFEV Dimensional Emrg MRKT Val | 0.74% | 211,678 | $5.5M | Add +0.6% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.72% | 215,443 | $5.3M | Add +0.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.65% | 90,940 | $4.8M | Add +6.2% |
| IOT Samsara Inc. Class A | 0.31% | 60,005 | $2.3M | Add +93.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.27% | 58,121 | $2.0M | Add +0.7% |
| DFNM Dimensional National Muni BD | 0.26% | 39,907 | $1.9M | Add +1.3% |
| MSFT Microsoft Corp. | 0.21% | 3,659 | $1.5M | Add +20.4% |
| DFIS Dimensional International SM | 0.19% | 56,634 | $1.4M | Add +11.6% |
| DFAR Dimensional US Real Est ETF | 0.17% | 54,680 | $1.2M | Reduce -0.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.14% | 29,747 | $1.0M | Add +0.8% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.10% | 14,676 | $760K | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,102 | $724K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,468 | $706K | No change |
| AAPL Apple Inc. | 0.09% | 4,034 | $692K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.06% | 3,699 | $430K | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.06% | 807 | $424K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 891 | $396K | Add +3.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.05% | 12,259 | $395K | Add +0.6% |
| IWD iShares Russell 1000 Value E | 0.05% | 2,194 | $393K | Reduce -6.5% |
| VZ Verizon Communications Inc. | 0.04% | 6,897 | $289K | Add +73.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,682 | $274K | No change |
| AMD Advanced Micro Devices | 0.04% | 1,443 | $260K | No change |
| BP BP PLC-Spons ADR | 0.03% | 6,405 | $241K | New |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $241K | No change |
| MA Mastercard Inc. Class A | 0.03% | 491 | $236K | No change |
| PINS Pinterest Inc. Class A | 0.03% | 5,718 | $198K | Add +29994.7% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $196K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 418 | $176K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.02% | 687 | $175K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $161K | New |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $157K | No change |
| AMZN Amazon.com Inc. | 0.02% | 869 | $157K | Add +0.5% |
| NOW ServiceNow Inc. | 0.02% | 196 | $149K | No change |
| NVDA Nvidia Corp. | 0.02% | 165 | $149K | Add +35.3% |
| DFAI Dimensional International Co. | 0.02% | 4,517 | $137K | Add +2.9% |
| MRK Merck & Co. Inc. | 0.02% | 1,004 | $132K | No change |
| PEP Pepsico Inc. | 0.02% | 706 | $124K | Reduce -2.6% |
| CMCSA Comcast Corp. Class A | 0.02% | 2,807 | $122K | Add +0.0% |
| ORCL Oracle Corp. | 0.02% | 929 | $117K | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 2,957 | $112K | Reduce -4.8% |
| ADP Automatic Data Processing | 0.01% | 438 | $109K | No change |
| CSX CSX Corp. | 0.01% | 2,901 | $108K | No change |
| INTC Intel Corp. | 0.01% | 2,386 | $105K | No change |
| JNJ Johnson & Johnson | 0.01% | 654 | $103K | Add +0.1% |
| EMR Emerson Electric Co. | 0.01% | 909 | $103K | No change |
| PNC PNC Financial Services Group | 0.01% | 624 | $101K | Add +18.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 492 | $99K | No change |
| VEA Vanguard Ftse Developed ETF | 0.01% | 1,873 | $94K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 1,235 | $92K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 780 | $86K | No change |
| CVX Chevron Corp. | 0.01% | 543 | $86K | Reduce -0.2% |
| MO Altria Group Inc. | 0.01% | 1,938 | $85K | Add +4514.3% |
| SO The Southern Co. | 0.01% | 1,129 | $81K | No change |
| XRT SS SPDR S&P Retail ETF | 0.01% | 1,000 | $79K | No change |
| ELV Elevance Health Inc. | 0.01% | 151 | $78K | No change |
| V Visa Inc. Class A | 0.01% | 276 | $77K | No change |
| AVGO Broadcom Inc. | 0.01% | 55 | $73K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 341 | $69K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 425 | $66K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 125 | $66K | No change |
| GE General Electric | 0.01% | 367 | $64K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 127 | $63K | Reduce -8.0% |
| PG The Procter & Gamble Co. | 0.01% | 386 | $63K | Add +0.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 1,084 | $62K | Add +187.5% |
| META Meta Platforms Inc. Class A | 0.01% | 127 | $62K | No change |
| T AT&T Inc. | 0.01% | 3,491 | $61K | Reduce -0.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 249 | $59K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 291 | $58K | Add +0.3% |
| MCD McDonald's Corp. | 0.01% | 205 | $58K | No change |
| PPG PPG Industries Inc. | 0.01% | 399 | $58K | Add +103.6% |
| XLK SS Technology Select Sector | 0.01% | 275 | $57K | No change |
| ABBV Abbvie Inc. | 0.01% | 285 | $52K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 333 | $51K | Add +44.8% |
| CAT Caterpillar Inc. | 0.01% | 137 | $50K | No change |
| HON Honeywell International Inc. | 0.01% | 239 | $49K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 434 | $48K | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.01% | 61 | $47K | Reduce -48.7% |
| ICLN iShares Global Clean Energy | 0.01% | 3,250 | $45K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| DFSD Dimensional Short Duration | Reduce -2.5% | 12.35% | −0.97 |
| DFAW Dimensional World Eqty ETF | Reduce -8.6% | 2.52% | −0.17 |
| GCT Gigacloud Technology Inc. Class A | Sold out | 0.00% | −0.09 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -0.8% | 1.09% | −0.02 |
| AAPL Apple Inc. | Reduce -0.1% | 0.09% | −0.02 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.01 |
| DFAR Dimensional US Real Est ETF | Reduce -0.6% | 0.17% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -0.4% | 0.75% | −0.01 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -83.9% | 0.00% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -67.3% | 0.00% | −0.01 |
| PPL PPL Corp. | Reduce -70.0% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -48.7% | 0.01% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -6.5% | 0.05% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -8.0% | 0.01% | −0.00 |
| BA The Boeing Co. | Reduce -0.9% | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -2.8% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.02% | −0.00 |
| ADBE Adobe Inc. | Reduce -3.7% | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -33.3% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -1.5% | 0.00% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -5.6% | 0.00% | −0.00 |
| CHTR Charter Communications Inc. Class A | Reduce -18.2% | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.4% | 0.00% | −0.00 |
| DUK Duke Energy Corp. | Reduce -16.8% | 0.00% | −0.00 |
| LULU Lululemon Athletica Inc. | Reduce -25.0% | 0.00% | −0.00 |
| VYX NCR Voyix Corp. | Reduce -0.4% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -2.2% | 0.00% | −0.00 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.00 |
| BIIB Biogen Inc. | Reduce -13.3% | 0.00% | −0.00 |
| HUM Humana Inc. | Reduce -16.7% | 0.00% | −0.00 |
| NATL NCR Atleos Corp. | Reduce -1.2% | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -3.2% | 0.00% | −0.00 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.00 |
| PARAA Paramount Global Class B | Reduce -0.9% | 0.00% | −0.00 |
| AES AES Corp. | Reduce -54.5% | 0.00% | −0.00 |
| CAR Avis Budget Group Inc. | Reduce -25.0% | 0.00% | −0.00 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -35.3% | 0.00% | −0.00 |
| CVS CVS Health Corp. | Reduce -2.3% | 0.00% | −0.00 |
| LNG Cheniere Energy Inc. | Reduce -6.3% | 0.00% | −0.00 |
| CNMD Conmed Corp. | Reduce -60.0% | 0.00% | −0.00 |
| CRVL Corvel Corp. | Reduce -40.0% | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -1.7% | 0.00% | −0.00 |
| DIOD Diodes Inc. | Reduce -50.0% | 0.00% | −0.00 |
| EXPE Expedia Group Inc. | Reduce -8.3% | 0.00% | −0.00 |
| GMED Globus Medical Inc. Class A | Reduce -70.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 10.05% | +0.44 |
| DUHP Dimensional US High Profi Et | Add +0.1% | 5.67% | +0.28 |
| DFAC Dimensional US Core Equity 2 | Add +1.2% | 4.06% | +0.20 |
| IOT Samsara Inc. Class A | Add +93.5% | 0.31% | +0.16 |
| DUSB Dimension Ultrashort Fi ETF | Add +16.0% | 1.61% | +0.16 |
| DFGP Dimensional GLBL Core PL Fix | Add +11.0% | 1.63% | +0.09 |
| MSFT Microsoft Corp. | Add +20.4% | 0.21% | +0.05 |
| BP BP PLC-Spons ADR | New | 0.03% | +0.03 |
| DFIC Dimensional International Co. | Add +1.0% | 5.25% | +0.03 |
| PINS Pinterest Inc. Class A | Add +29994.7% | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | Add +73.0% | 0.04% | +0.02 |
| DFIS Dimensional International SM | Add +11.6% | 0.19% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.7% | 0.27% | +0.01 |
| NVDA Nvidia Corp. | Add +35.3% | 0.02% | +0.01 |
| MO Altria Group Inc. | Add +4514.3% | 0.01% | +0.01 |
| DISV Dimensional International SM | Add +0.2% | 2.82% | +0.01 |
| DIHP Dimensional International Hi | Add +0.7% | 2.29% | +0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +6.2% | 0.65% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +187.5% | 0.01% | +0.01 |
| PPG PPG Industries Inc. | Add +103.6% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.9% | 0.05% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.02% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.02% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +44.8% | 0.01% | +0.00 |
| PNC PNC Financial Services Group | Add +18.6% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Add +65.0% | 0.00% | +0.00 |
| ITOT iShares Core S&P Total U.S. | New | 0.00% | +0.00 |
| MSA Msa Safety Inc. | New | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +0.4% | 0.00% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.8% | 0.14% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.01% | +0.00 |
| CMI Cummins Inc. | Add +0.8% | 0.01% | +0.00 |
| DFAI Dimensional International Co. | Add +2.9% | 0.02% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +4.3% | 0.00% | +0.00 |
| FCNCA First Citizens Bcshs Class A | Add +50.0% | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.00% | +0.00 |
| TGT Target Corp. | Add +27.6% | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.01% | +0.00 |
| AXP American Express Co. | Add +2.3% | 0.00% | +0.00 |
| CHE Chemed Corp. | Add +200.0% | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +3.8% | 0.00% | +0.00 |
| KR Kroger Co. | Add +0.8% | 0.00% | +0.00 |
| RTX RTX Corp. | Add +2.0% | 0.00% | +0.00 |
| JCI Johnson Controls Internation | Add +0.4% | 0.00% | +0.00 |
| LIN Linde PLC | Add +3.2% | 0.00% | +0.00 |
| AAON Aaon Inc. | Add +53.9% | 0.00% | +0.00 |
| AGCO Agco Corp. | Add +26.7% | 0.00% | +0.00 |
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 |