DiNuzzo Private Wealth, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 17, 2024), DiNuzzo Private Wealth, Inc. reported 1,436 stock positions worth $810.9 million. Its top holding was Dimensional Short Duration (DFSD) at 11.8% of the portfolio, followed by Dimensional Core Fixed (DFCF, 10.7%) and Dimensional US Eq MKT ETF (DFUS, 9.8%). Compared with Q2 2024, it opened 70 new positions, sold out of 45, added to 465 and reduced 317. The biggest buy was Dimensional Core Fixed (DFCF, shares +13%) and the biggest sale Dimensional Short Duration (DFSD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $810.9M (Q3 2024)
- SEC Filing
- 0001994563-24-000008 ↗ filed Oct 17, 2024
Holdings Value
Holdings 1,436 stocks · $810.9M
| DFSD Dimensional Short Duration | 11.77% | 1,998,729 | $95.4M | Reduce -0.1% |
| DFCF Dimensional Core Fixed Inc. | 10.67% | 2,002,893 | $86.5M | Add +12.6% |
| DFUS Dimensional US Eq MKT ETF | 9.76% | 1,272,399 | $79.1M | Reduce -1.1% |
| DFLV Dim US Large Cap Value ETF | 6.95% | 1,829,105 | $56.4M | Reduce -1.2% |
| DFAS Dimensional US Small Cap ETF | 5.76% | 720,293 | $46.7M | Reduce -0.6% |
| DFGR Dim Global Real Estate ETF | 5.50% | 1,545,173 | $44.6M | Add +0.6% |
| DUHP Dimensional US High Profi Et | 5.35% | 1,274,006 | $43.4M | Reduce -2.0% |
| DFIC Dimensional International Co. | 5.08% | 1,465,187 | $41.2M | Add +0.5% |
| DFSV Dimensional US Small Cap Val | 4.72% | 1,243,434 | $38.3M | Reduce -0.2% |
| DFAC Dimensional US Core Equity 2 | 3.90% | 921,505 | $31.6M | Add +0.0% |
| DISV Dimensional International SM | 2.70% | 753,752 | $21.9M | Reduce -1.2% |
| DFEM Dimensional Emrg MRKT Core | 2.63% | 756,462 | $21.3M | Add +0.7% |
| DFUV Dimensional US Marketwide Va | 2.52% | 489,511 | $20.4M | Reduce -1.1% |
| DIHP Dimensional International Hi | 2.19% | 639,728 | $17.7M | Add +0.8% |
| DGCB Dimensional Global Credit | 2.16% | 319,828 | $17.5M | Add +0.5% |
| DFAW Dimensional World Eqty ETF | 2.10% | 268,426 | $17.0M | Reduce -11.9% |
| DUSB Dimension Ultrashort Fi ETF | 1.81% | 289,888 | $14.7M | Add +9.6% |
| DFGP Dimensional GLBL Core PL Fix | 1.78% | 261,340 | $14.4M | Add +12.1% |
| DFAE Dimensional Emerging Core Eq | 1.54% | 456,911 | $12.5M | Reduce -0.1% |
| DFIV Dimensional International Va | 1.25% | 265,948 | $10.1M | Reduce -1.4% |
| DFAT Dimensional US Target Value | 1.00% | 145,622 | $8.1M | Reduce -0.8% |
| DFEV Dimensional Emrg MRKT Val | 0.75% | 214,813 | $6.1M | Add +0.5% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.73% | 221,642 | $6.0M | Add +1.4% |
| DFAX Dimensional World Ex US Core | 0.72% | 215,080 | $5.8M | Reduce -1.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.66% | 99,478 | $5.4M | Add +8.2% |
| AAPL Apple Inc. | 0.37% | 12,716 | $3.0M | Add +198.2% |
| DFNM Dimensional National Muni BD | 0.32% | 52,832 | $2.6M | Add +21.1% |
| MSFT Microsoft Corp. | 0.29% | 5,453 | $2.3M | Add +41.6% |
| MCD McDonald's Corp. | 0.28% | 7,488 | $2.3M | Add +3720.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.25% | 55,122 | $2.0M | Reduce -0.3% |
| GROY Gold Royalty Corp. | 0.24% | 97,300 | $1.9M | New |
| DFIS Dimensional International SM | 0.19% | 55,978 | $1.5M | Reduce -1.3% |
| DFAR Dimensional US Real Est ETF | 0.17% | 55,127 | $1.4M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,909 | $1.3M | Add +4589.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 5,092 | $1.1M | Add +883.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 29,303 | $1.0M | Add +1.3% |
| NVDA Nvidia Corp. | 0.13% | 8,541 | $1.0M | Add +265.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,102 | $807K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,468 | $775K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $751K | Add +80.4% |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $742K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 11,595 | $730K | New |
| WSBC Wesbanco Inc. | 0.08% | 22,846 | $680K | Add +2090.4% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.08% | 12,295 | $654K | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,295 | $632K | Add +45.3% |
| DFAI Dimensional International Co. | 0.08% | 19,747 | $628K | Add +337.2% |
| ORCL Oracle Corp. | 0.08% | 3,681 | $627K | Add +288.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,285 | $591K | Add +140.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,985 | $562K | New |
| LLY Eli Lilly & Co. | 0.07% | 602 | $533K | Add +671.8% |
| D Dominion Energy Inc. | 0.06% | 8,234 | $476K | Add +5781.4% |
| EQT Eqt Corp. | 0.06% | 12,612 | $462K | Add +23255.6% |
| VPU Vanguard Utilities ETF | 0.06% | 2,591 | $451K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 781 | $450K | Reduce -3.2% |
| HON Honeywell International Inc. | 0.06% | 2,175 | $450K | Add +784.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,476 | $432K | Add +47.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.05% | 11,982 | $424K | Add +2.1% |
| NEE Nextera Energy Inc. | 0.04% | 4,140 | $350K | Add +1332.5% |
| AMZN Amazon.com Inc. | 0.04% | 1,853 | $345K | Add +48.0% |
| VZ Verizon Communications Inc. | 0.04% | 7,475 | $336K | Add +5.6% |
| USB US Bancorp | 0.04% | 6,676 | $305K | Add +1532.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 4,165 | $299K | Add +280.7% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,301 | $287K | New |
| XOM Exxon Mobil Corp. | 0.03% | 2,394 | $281K | Reduce -14.6% |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $278K | Add +1287.5% |
| MA Mastercard Inc. Class A | 0.03% | 519 | $256K | Add +0.2% |
| UPS United Parcel Service Class B | 0.03% | 1,817 | $248K | Add +3608.2% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $247K | No change |
| AMD Advanced Micro Devices | 0.03% | 1,449 | $238K | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.03% | 829 | $225K | Add +20.3% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $205K | No change |
| BP BP PLC-Spons ADR | 0.02% | 6,405 | $201K | No change |
| TSLA Tesla Inc. | 0.02% | 762 | $199K | Add +818.1% |
| FDX FedEx Corp. | 0.02% | 718 | $197K | Add +2661.5% |
| T AT&T Inc. | 0.02% | 8,775 | $193K | Add +120.5% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $189K | Add +553.1% |
| NOW ServiceNow Inc. | 0.02% | 202 | $181K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $176K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 298 | $171K | Add +64.6% |
| GOOGL Alphabet Inc. Class A | 0.02% | 1,012 | $168K | Reduce -0.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,440 | $166K | No change |
| IHDG Wisdomtree International Hed | 0.02% | 3,590 | $164K | No change |
| OUNZ Vaneck Merk Gold ETF | 0.02% | 6,430 | $163K | Add +32.7% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $163K | No change |
| PEP Pepsico Inc. | 0.02% | 850 | $145K | Add +17.2% |
| UNH Unitedhealth Group Inc. | 0.02% | 242 | $141K | Add +80.6% |
| CMCSA Comcast Corp. Class A | 0.02% | 3,210 | $134K | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,109 | $130K | Add +360.2% |
| EXR Extra Space Storage Inc. | 0.02% | 715 | $129K | New |
| TT Trane Technologies PLC | 0.02% | 326 | $127K | Add +1107.4% |
| MPC Marathon Petroleum Corp. | 0.02% | 763 | $124K | Add +118.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 3,030 | $120K | Add +0.3% |
| ADP Automatic Data Processing | 0.01% | 425 | $118K | Add +0.2% |
| PNC PNC Financial Services Group | 0.01% | 629 | $116K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.01% | 1,023 | $116K | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.01% | 695 | $113K | Add +1.9% |
| PG The Procter & Gamble Co. | 0.01% | 648 | $112K | Add +59.6% |
| NOV Nov Inc. | 0.01% | 6,913 | $110K | Add +10701.6% |
| SO The Southern Co. | 0.01% | 1,139 | $103K | Add +0.1% |
| CSX CSX Corp. | 0.01% | 2,933 | $101K | Add +0.2% |
Portfolio Sells Q2 2024 → Q3 2024
| DFSD Dimensional Short Duration | Reduce -0.1% | 11.77% | −0.92 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.1% | 9.76% | −0.46 |
| DFAW Dimensional World Eqty ETF | Reduce -11.9% | 2.10% | −0.35 |
| PINS Pinterest Inc. Class A | Reduce -100.0% | 0.00% | −0.30 |
| DFLV Dim US Large Cap Value ETF | Reduce -1.2% | 6.95% | −0.28 |
| DUHP Dimensional US High Profi Et | Reduce -2.0% | 5.35% | −0.26 |
| DFSV Dimensional US Small Cap Val | Reduce -0.2% | 4.72% | −0.12 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.6% | 5.76% | −0.11 |
| DFUV Dimensional US Marketwide Va | Reduce -1.1% | 2.52% | −0.11 |
| DISV Dimensional International SM | Reduce -1.2% | 2.70% | −0.07 |
| DFIV Dimensional International Va | Reduce -1.4% | 1.25% | −0.06 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.1% | 1.54% | −0.05 |
| DFAX Dimensional World Ex US Core | Reduce -1.3% | 0.72% | −0.03 |
| DFAT Dimensional US Target Value | Reduce -0.8% | 1.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -14.6% | 0.03% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.3% | 0.25% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.06% | −0.00 |
| DFIS Dimensional International SM | Reduce -1.3% | 0.19% | −0.00 |
| INTC Intel Corp. | Reduce -5.1% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.01% | −0.00 |
| AMD Advanced Micro Devices | Reduce -0.3% | 0.03% | −0.00 |
| ELV Elevance Health Inc. | Reduce -1.3% | 0.01% | −0.00 |
| FV First Trust DW Focus 5 Fund | Sold out | 0.00% | −0.00 |
| SILA Sila Realty Trust Inc. | Reduce -42.4% | 0.00% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -4.3% | 0.00% | −0.00 |
| AVGO Broadcom Inc. | Reduce -6.7% | 0.01% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.2% | 0.00% | −0.00 |
| DG Dollar General Corp. | Reduce -4.3% | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -2.2% | 0.00% | −0.00 |
| KLAC KLA Corp. | Reduce -2.9% | 0.00% | −0.00 |
| MU Micron Technology Inc. | Reduce -16.7% | 0.00% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.00 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.00 |
| THG Hanover Insurance Group Inc./ | Reduce -78.6% | 0.00% | −0.00 |
| MCK McKesson Corp. | Reduce -5.9% | 0.00% | −0.00 |
| PSX Phillips 66 | Reduce -1.7% | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Reduce -3.5% | 0.00% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -2.9% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -3.1% | 0.00% | −0.00 |
| CACC Credit Acceptance Corp. | Reduce -80.0% | 0.00% | −0.00 |
| DECK Deckers Outdoor Corp. | Reduce -26.2% | 0.00% | −0.00 |
| DLTR Dollar Tree Inc. | Reduce -55.2% | 0.00% | −0.00 |
| NUE Nucor Corp. | Reduce -22.7% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -0.4% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -11.7% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -1.7% | 0.00% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -18.6% | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.8% | 0.00% | −0.00 |
| FANG Diamondback Energy Inc. | Reduce -10.0% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| DFCF Dimensional Core Fixed Inc. | Add +12.6% | 10.67% | +0.69 |
| DFGR Dim Global Real Estate ETF | Add +0.6% | 5.50% | +0.32 |
| MCD McDonald's Corp. | Add +3720.4% | 0.28% | +0.27 |
| AAPL Apple Inc. | Add +198.2% | 0.37% | +0.24 |
| GROY Gold Royalty Corp. | New | 0.24% | +0.24 |
| IBM Intl Business Machines Corp. | Add +4589.7% | 0.16% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +883.0% | 0.14% | +0.12 |
| DFGP Dimensional GLBL Core PL Fix | Add +12.1% | 1.78% | +0.11 |
| VONV Vanguard Russell 1000 Value | New | 0.09% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +265.2% | 0.13% | +0.09 |
| WSBC Wesbanco Inc. | Add +2090.4% | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| DFAI Dimensional International Co. | Add +337.2% | 0.08% | +0.06 |
| ORCL Oracle Corp. | Add +288.3% | 0.08% | +0.06 |
| D Dominion Energy Inc. | Add +5781.4% | 0.06% | +0.06 |
| MSFT Microsoft Corp. | Add +41.6% | 0.29% | +0.06 |
| EQT Eqt Corp. | Add +23255.6% | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +671.8% | 0.07% | +0.06 |
| VPU Vanguard Utilities ETF | New | 0.06% | +0.06 |
| HON Honeywell International Inc. | Add +784.1% | 0.06% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +140.6% | 0.07% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +80.4% | 0.09% | +0.04 |
| NEE Nextera Energy Inc. | Add +1332.5% | 0.04% | +0.04 |
| USB US Bancorp | Add +1532.3% | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| DFNM Dimensional National Muni BD | Add +21.1% | 0.32% | +0.04 |
| IWN iShares Russell 2000 Value E | Add +1287.5% | 0.03% | +0.03 |
| UPS United Parcel Service Class B | Add +3608.2% | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +280.7% | 0.04% | +0.03 |
| FDX FedEx Corp. | Add +2661.5% | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +818.1% | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +45.3% | 0.08% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +553.1% | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +47.2% | 0.05% | +0.02 |
| EXR Extra Space Storage Inc. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | Add +1107.4% | 0.02% | +0.01 |
| T AT&T Inc. | Add +120.5% | 0.02% | +0.01 |
| NOV Nov Inc. | Add +10701.6% | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +360.2% | 0.02% | +0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +8.2% | 0.66% | +0.01 |
| RPM RPM International Inc. | Add +4005.3% | 0.01% | +0.01 |
| GD General Dynamics Corp. | Add +3750.0% | 0.01% | +0.01 |
| DFAR Dimensional US Real Est ETF | Add +0.3% | 0.17% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +2105.3% | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +48.0% | 0.04% | +0.01 |
| DFAU Dimensional US Core Equity M | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +64.6% | 0.02% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +80.6% | 0.02% | +0.01 |
| ROK Rockwell Automation Inc. | Add +1707.7% | 0.01% | +0.01 |
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 |