DiNuzzo Private Wealth, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), DiNuzzo Private Wealth, Inc. reported 1,410 stock positions worth $740.9 million. Its top holding was Dimensional Short Duration (DFSD) at 12.7% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 10.2%) and Dimensional Core Fixed (DFCF, 10.0%). Compared with Q1 2024, it opened 78 new positions, sold out of 33, added to 1,101 and reduced 80. The biggest buy was Dimensional Short Duration (DFSD, shares +3%) and the biggest sale Dim US Large Cap Value ETF (DFLV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $740.9M (Q2 2024)
- SEC Filing
- 0001994563-24-000007 ↗ filed Jul 30, 2024
Holdings Value
Holdings 1,410 stocks · $740.9M
| DFSD Dimensional Short Duration | 12.69% | 2,000,410 | $94.0M | Add +2.8% |
| DFUS Dimensional US Eq MKT ETF | 10.22% | 1,286,589 | $75.7M | Reduce -1.6% |
| DFCF Dimensional Core Fixed Inc. | 9.98% | 1,779,536 | $73.9M | Add +2.0% |
| DFLV Dim US Large Cap Value ETF | 7.23% | 1,852,077 | $53.5M | Reduce -1.0% |
| DFAS Dimensional US Small Cap ETF | 5.88% | 724,493 | $43.5M | Add +0.1% |
| DUHP Dimensional US High Profi Et | 5.61% | 1,300,188 | $41.6M | Reduce -2.2% |
| DFGR Dim Global Real Estate ETF | 5.18% | 1,535,460 | $38.4M | Add +1.6% |
| DFIC Dimensional International Co. | 5.17% | 1,458,247 | $38.3M | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 4.84% | 1,246,284 | $35.9M | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 4.01% | 921,273 | $29.7M | Reduce -2.1% |
| DISV Dimensional International SM | 2.77% | 762,761 | $20.5M | Reduce -0.7% |
| DFEM Dimensional Emrg MRKT Core | 2.71% | 751,122 | $20.1M | Reduce -0.1% |
| DFUV Dimensional US Marketwide Va | 2.62% | 495,092 | $19.4M | Reduce -0.9% |
| DFAW Dimensional World Eqty ETF | 2.45% | 304,828 | $18.1M | Reduce -3.4% |
| DGCB Dimensional Global Credit | 2.26% | 318,138 | $16.8M | Add +1.1% |
| DIHP Dimensional International Hi | 2.25% | 634,656 | $16.7M | Add +0.7% |
| DUSB Dimension Ultrashort Fi ETF | 1.81% | 264,581 | $13.4M | Add +12.0% |
| DFGP Dimensional GLBL Core PL Fix | 1.66% | 233,051 | $12.3M | Add +2.9% |
| DFAE Dimensional Emerging Core Eq | 1.60% | 457,393 | $11.8M | Reduce -0.2% |
| DFIV Dimensional International Va | 1.31% | 269,804 | $9.7M | Reduce -1.3% |
| DFAT Dimensional US Target Value | 1.03% | 146,783 | $7.6M | Reduce -1.3% |
| DFEV Dimensional Emrg MRKT Val | 0.79% | 213,802 | $5.9M | Add +1.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.77% | 218,648 | $5.7M | Add +1.5% |
| DFAX Dimensional World Ex US Core | 0.75% | 217,968 | $5.5M | Reduce -0.9% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.65% | 91,960 | $4.8M | Add +1.1% |
| PINS Pinterest Inc. Class A | 0.30% | 51,126 | $2.3M | Add +794.1% |
| DFNM Dimensional National Muni BD | 0.28% | 43,607 | $2.1M | Add +9.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.26% | 55,304 | $1.9M | Reduce -4.8% |
| MSFT Microsoft Corp. | 0.23% | 3,850 | $1.7M | Add +5.2% |
| DFIS Dimensional International SM | 0.19% | 56,735 | $1.4M | Add +0.2% |
| DFAR Dimensional US Real Est ETF | 0.16% | 54,960 | $1.2M | Add +0.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 28,926 | $953K | Reduce -2.8% |
| AAPL Apple Inc. | 0.12% | 4,264 | $898K | Add +5.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 2,102 | $786K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,468 | $734K | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.08% | 12,220 | $624K | Reduce -16.7% |
| IVV iShares Core S&P 500 ETF | 0.06% | 807 | $442K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 891 | $427K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.05% | 11,735 | $393K | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 0.05% | 2,194 | $383K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 2,804 | $323K | Reduce -24.2% |
| VZ Verizon Communications Inc. | 0.04% | 7,078 | $292K | Add +2.6% |
| NVDA Nvidia Corp. | 0.04% | 2,339 | $289K | Add +41.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,682 | $270K | No change |
| AMZN Amazon.com Inc. | 0.03% | 1,252 | $242K | Add +44.1% |
| AMD Advanced Micro Devices | 0.03% | 1,453 | $236K | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $232K | No change |
| BP BP PLC-Spons ADR | 0.03% | 6,405 | $231K | No change |
| MA Mastercard Inc. Class A | 0.03% | 518 | $229K | Add +5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 534 | $217K | Add +27.8% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $189K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 717 | $187K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 1,018 | $185K | Add +271.5% |
| IHDG Wisdomtree International Hed | 0.02% | 3,590 | $164K | New |
| NOW ServiceNow Inc. | 0.02% | 202 | $159K | Add +3.1% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $157K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,440 | $156K | New |
| LOW Lowe's Cos Inc. | 0.02% | 689 | $152K | Add +0.3% |
| DFAI Dimensional International Co. | 0.02% | 4,517 | $134K | No change |
| ORCL Oracle Corp. | 0.02% | 948 | $134K | Add +2.0% |
| MRK Merck & Co. Inc. | 0.02% | 1,037 | $128K | Add +3.3% |
| CMCSA Comcast Corp. Class A | 0.02% | 3,165 | $124K | Add +12.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 3,021 | $120K | Add +2.2% |
| PEP Pepsico Inc. | 0.02% | 725 | $120K | Add +2.7% |
| OUNZ Vaneck Merk Gold ETF | 0.01% | 4,845 | $109K | New |
| GOOG Alphabet Inc. Class C | 0.01% | 574 | $105K | Add +72.4% |
| ADP Automatic Data Processing | 0.01% | 424 | $101K | Reduce -3.2% |
| EMR Emerson Electric Co. | 0.01% | 913 | $101K | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 518 | $100K | Add +5.3% |
| JNJ Johnson & Johnson | 0.01% | 682 | $100K | Add +4.3% |
| CSX CSX Corp. | 0.01% | 2,927 | $98K | Add +0.9% |
| PNC PNC Financial Services Group | 0.01% | 628 | $98K | Add +0.6% |
| AVGO Broadcom Inc. | 0.01% | 58 | $93K | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 1,873 | $93K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 181 | $91K | Add +42.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 1,235 | $90K | No change |
| MO Altria Group Inc. | 0.01% | 1,954 | $89K | Add +0.8% |
| CVX Chevron Corp. | 0.01% | 565 | $88K | Add +4.0% |
| SO The Southern Co. | 0.01% | 1,138 | $88K | Add +0.8% |
| ELV Elevance Health Inc. | 0.01% | 154 | $83K | Add +2.0% |
| V Visa Inc. Class A | 0.01% | 317 | $83K | Add +14.9% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 780 | $83K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 398 | $81K | Add +36.8% |
| T AT&T Inc. | 0.01% | 3,980 | $76K | Add +14.0% |
| XRT SS SPDR S&P Retail ETF | 0.01% | 1,000 | $75K | No change |
| INTC Intel Corp. | 0.01% | 2,370 | $73K | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.01% | 125 | $72K | No change |
| LLY Eli Lilly & Co. | 0.01% | 78 | $71K | Add +27.9% |
| UNH Unitedhealth Group Inc. | 0.01% | 134 | $68K | Add +5.5% |
| PG The Procter & Gamble Co. | 0.01% | 406 | $67K | Add +5.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 1,094 | $66K | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 425 | $64K | No change |
| XLK SS Technology Select Sector | 0.01% | 275 | $62K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 349 | $61K | Add +2.4% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 376 | $60K | Add +2.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 249 | $57K | No change |
| HON Honeywell International Inc. | 0.01% | 246 | $53K | Add +2.9% |
| PPG PPG Industries Inc. | 0.01% | 403 | $51K | Add +1.0% |
| MCD McDonald's Corp. | 0.01% | 196 | $50K | Reduce -4.4% |
| CAT Caterpillar Inc. | 0.01% | 142 | $47K | Add +3.6% |
Portfolio Sells Q1 2024 → Q2 2024
| DFLV Dim US Large Cap Value ETF | Reduce -1.0% | 7.23% | −0.35 |
| IOT Samsara Inc. Class A | Reduce -100.0% | 0.00% | −0.31 |
| DFUV Dimensional US Marketwide Va | Reduce -0.9% | 2.62% | −0.13 |
| DFAW Dimensional World Eqty ETF | Reduce -3.4% | 2.45% | −0.07 |
| DFAT Dimensional US Target Value | Reduce -1.3% | 1.03% | −0.06 |
| DUHP Dimensional US High Profi Et | Reduce -2.2% | 5.61% | −0.06 |
| DISV Dimensional International SM | Reduce -0.7% | 2.77% | −0.05 |
| DFIV Dimensional International Va | Reduce -1.3% | 1.31% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.1% | 4.01% | −0.05 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -16.7% | 0.08% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -24.2% | 0.04% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -4.8% | 0.26% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -0.9% | 0.75% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -2.8% | 0.13% | −0.01 |
| INTC Intel Corp. | Reduce -0.7% | 0.01% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -29.3% | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -3.2% | 0.01% | −0.00 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -9.1% | 0.01% | −0.00 |
| WMB Williams Cos Inc. | Reduce -47.7% | 0.00% | −0.00 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.00 |
| FCNCA First Citizens Bcshs Class A | Reduce -66.7% | 0.00% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -4.3% | 0.05% | −0.00 |
| GME Gamestop Corp. Class A | Sold out | 0.00% | −0.00 |
| M D C HLDGS INC | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 0.00% | −0.00 |
| ODFL Old Dominion Freight Line | Reduce -4.2% | 0.00% | −0.00 |
| AGCO Agco Corp. | Reduce -5.3% | 0.00% | −0.00 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -27.8% | 0.00% | −0.00 |
| AEL American National Group Inc. | Sold out | 0.00% | −0.00 |
| CZR Caesars Entertainment Inc. | Reduce -73.3% | 0.00% | −0.00 |
| FIVE Five Below | Reduce -12.5% | 0.00% | −0.00 |
| GL Globe Life Inc. | Reduce -5.6% | 0.00% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -17.1% | 0.00% | −0.00 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −0.00 |
| TAP Molson Coors Beverage Co. Class B | Reduce -6.9% | 0.00% | −0.00 |
| NEU Newmarket Corp. | Reduce -33.3% | 0.00% | −0.00 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.00 |
| ROKU Roku Inc. | Reduce -91.7% | 0.00% | −0.00 |
| SCI Service Corp. International | Reduce -18.8% | 0.00% | −0.00 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.00 |
| MMM 3M Co. | Reduce -14.3% | 0.00% | −0.00 |
| TNET Trinet Group Inc. | Reduce -18.2% | 0.00% | −0.00 |
| WDFC WD-40 Co. | Sold out | 0.00% | −0.00 |
| WSC Willscot Holdings Corp. | Reduce -28.6% | 0.00% | −0.00 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -16.7% | 0.00% | −0.00 |
| AAON Aaon Inc. | Reduce -20.0% | 0.00% | 0.00 |
| ABM Abm Industries Inc. | Reduce -27.3% | 0.00% | 0.00 |
| EFOR Everforth Inc. | Reduce -7.7% | 0.00% | 0.00 |
| AMG Affiliated Managers Group | Reduce -10.0% | 0.00% | 0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| DFSD Dimensional Short Duration | Add +2.8% | 12.69% | +0.34 |
| PINS Pinterest Inc. Class A | Add +794.1% | 0.30% | +0.28 |
| DUSB Dimension Ultrashort Fi ETF | Add +12.0% | 1.81% | +0.20 |
| DFCF Dimensional Core Fixed Inc. | Add +2.0% | 9.98% | +0.11 |
| DFEV Dimensional Emrg MRKT Val | Add +1.0% | 0.79% | +0.05 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +1.5% | 0.77% | +0.05 |
| DFGP Dimensional GLBL Core PL Fix | Add +2.9% | 1.66% | +0.03 |
| AAPL Apple Inc. | Add +5.7% | 0.12% | +0.03 |
| MSFT Microsoft Corp. | Add +5.2% | 0.23% | +0.02 |
| DFNM Dimensional National Muni BD | Add +9.3% | 0.28% | +0.02 |
| IHDG Wisdomtree International Hed | New | 0.02% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +271.5% | 0.03% | +0.02 |
| NVDA Nvidia Corp. | Add +41.8% | 0.04% | +0.02 |
| OUNZ Vaneck Merk Gold ETF | New | 0.01% | +0.01 |
| DGCB Dimensional Global Credit | Add +1.1% | 2.26% | +0.01 |
| AMZN Amazon.com Inc. | Add +44.1% | 0.03% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +72.4% | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.8% | 0.03% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +42.5% | 0.01% | +0.00 |
| SILA Sila Realty Trust Inc. | New | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +27.9% | 0.01% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +36.8% | 0.01% | +0.00 |
| AVGO Broadcom Inc. | Add +5.5% | 0.01% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +268.8% | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +2.0% | 0.02% | +0.00 |
| T AT&T Inc. | Add +14.0% | 0.01% | +0.00 |
| SCHX Schwab US Large-Cap ETF | New | 0.00% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +89.7% | 0.00% | +0.00 |
| SNA Snap-on Inc. | Add +520.0% | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +36.6% | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.00% | +0.00 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +1.1% | 0.65% | +0.00 |
| PSX Phillips 66 | Add +237.1% | 0.00% | +0.00 |
| BLK BlackRock Finance Inc. | Add +86.7% | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +66.7% | 0.00% | +0.00 |
| NOW ServiceNow Inc. | Add +3.1% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Add +4.9% | 0.01% | +0.00 |
| AMGN Amgen Inc. | Add +47.7% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +2.2% | 0.02% | +0.00 |
| COST Costco Wholesale Corp. | Add +18.5% | 0.00% | +0.00 |
| SO The Southern Co. | Add +0.8% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| SNPS Synopsys Inc. | Add +137.5% | 0.00% | +0.00 |
| TJX TJX Companies Inc. | Add +21.1% | 0.00% | +0.00 |
| BSX Boston Scientific Corp. | Add +139.6% | 0.00% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +118.8% | 0.00% | +0.00 |
| KLAC KLA Corp. | Add +6.3% | 0.00% | +0.00 |
| PGR Progressive Corp. | Add +73.0% | 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 |