DiNuzzo Private Wealth, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), DiNuzzo Private Wealth, Inc. reported 1,413 stock positions worth $790.0 million. Its top holding was Dimensional Short Duration (DFSD) at 11.6% of the portfolio, followed by Dimensional Core Fixed (DFCF, 11.4%) and Dimensional US Eq MKT ETF (DFUS, 9.7%). Compared with Q3 2024, it opened 39 new positions, sold out of 63, added to 343 and reduced 338. The biggest buy was Dimensional Core Fixed (DFCF, shares +9%) and the biggest sale an exit from Gold Royalty (GROY).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $790.0M (Q4 2024)
- SEC Filing
- 0001994563-25-000002 ↗ filed Jan 23, 2025
Holdings Value
Holdings 1,413 stocks · $790.0M
| DFSD Dimensional Short Duration | 11.57% | 1,949,760 | $91.4M | Reduce -2.5% |
| DFCF Dimensional Core Fixed Inc. | 11.42% | 2,185,499 | $90.2M | Add +9.1% |
| DFUS Dimensional US Eq MKT ETF | 9.71% | 1,203,541 | $76.7M | Reduce -5.4% |
| DFLV Dim US Large Cap Value ETF | 6.84% | 1,799,402 | $54.0M | Reduce -1.6% |
| DFAS Dimensional US Small Cap ETF | 5.80% | 704,455 | $45.8M | Reduce -2.2% |
| DUHP Dimensional US High Profi Et | 5.26% | 1,228,911 | $41.5M | Reduce -3.5% |
| DFGR Dim Global Real Estate ETF | 5.20% | 1,608,159 | $41.1M | Add +4.1% |
| DFIC Dimensional International Co. | 4.99% | 1,526,163 | $39.4M | Add +4.2% |
| DFSV Dimensional US Small Cap Val | 4.78% | 1,227,179 | $37.8M | Reduce -1.3% |
| DFAC Dimensional US Core Equity 2 | 3.85% | 879,895 | $30.4M | Reduce -4.5% |
| DISV Dimensional International SM | 2.58% | 767,020 | $20.4M | Add +1.8% |
| DFEM Dimensional Emrg MRKT Core | 2.56% | 772,254 | $20.2M | Add +2.1% |
| DFUV Dimensional US Marketwide Va | 2.50% | 481,754 | $19.7M | Reduce -1.6% |
| DUSB Dimension Ultrashort Fi ETF | 2.25% | 351,193 | $17.8M | Add +21.1% |
| DGCB Dimensional Global Credit | 2.19% | 329,055 | $17.3M | Add +2.9% |
| DIHP Dimensional International Hi | 2.13% | 668,103 | $16.9M | Add +4.4% |
| DFAW Dimensional World Eqty ETF | 2.04% | 257,656 | $16.1M | Reduce -4.0% |
| DFGP Dimensional GLBL Core PL Fix | 1.99% | 297,533 | $15.7M | Add +13.8% |
| DFAE Dimensional Emerging Core Eq | 1.48% | 461,634 | $11.7M | Add +1.0% |
| DFIV Dimensional International Va | 1.17% | 260,643 | $9.2M | Reduce -2.0% |
| DFAT Dimensional US Target Value | 1.00% | 142,402 | $7.9M | Reduce -2.2% |
| DFEV Dimensional Emrg MRKT Val | 0.72% | 217,175 | $5.7M | Add +1.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.71% | 107,307 | $5.6M | Add +7.9% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.71% | 225,440 | $5.6M | Add +1.7% |
| DFAX Dimensional World Ex US Core | 0.65% | 206,560 | $5.1M | Reduce -4.0% |
| AAPL Apple Inc. | 0.41% | 12,818 | $3.2M | Add +0.8% |
| DFNM Dimensional National Muni BD | 0.39% | 64,750 | $3.1M | Add +22.6% |
| MCD McDonald's Corp. | 0.28% | 7,501 | $2.2M | Add +0.2% |
| MSFT Microsoft Corp. | 0.26% | 4,786 | $2.0M | Reduce -12.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.24% | 50,458 | $1.9M | Reduce -8.5% |
| DFIS Dimensional International SM | 0.17% | 55,673 | $1.4M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,909 | $1.3M | No change |
| DFAR Dimensional US Real Est ETF | 0.16% | 54,979 | $1.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.15% | 8,612 | $1.2M | Add +0.8% |
| ACVA Acv Auctions Inc. Class A | 0.14% | 52,100 | $1.1M | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 30,264 | $994K | Add +3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 2,102 | $863K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 3,864 | $839K | Reduce -24.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,468 | $791K | No change |
| WSBC Wesbanco Inc. | 0.09% | 22,867 | $744K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $733K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $723K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 11,595 | $666K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,295 | $662K | No change |
| EQT Eqt Corp. | 0.08% | 13,632 | $629K | Add +8.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.08% | 12,127 | $618K | Reduce -1.4% |
| DFAI Dimensional International Co. | 0.08% | 20,778 | $607K | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,284 | $582K | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,001 | $580K | Add +0.8% |
| ORCL Oracle Corp. | 0.07% | 3,380 | $563K | Reduce -8.2% |
| HON Honeywell International Inc. | 0.06% | 2,175 | $491K | No change |
| IVV iShares Core S&P 500 ETF | 0.06% | 781 | $460K | No change |
| D Dominion Energy Inc. | 0.06% | 8,234 | $444K | No change |
| VPU Vanguard Utilities ETF | 0.05% | 2,631 | $430K | Add +1.5% |
| AMZN Amazon.com Inc. | 0.05% | 1,916 | $420K | Add +3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,480 | $420K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.05% | 480 | $371K | Reduce -20.3% |
| TSLA Tesla Inc. | 0.04% | 863 | $349K | Add +13.3% |
| VZ Verizon Communications Inc. | 0.04% | 8,332 | $333K | Add +11.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 4,167 | $320K | Add +0.1% |
| USB US Bancorp | 0.04% | 6,676 | $319K | No change |
| NEE Nextera Energy Inc. | 0.04% | 4,138 | $297K | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,301 | $287K | No change |
| MA Mastercard Inc. Class A | 0.03% | 519 | $273K | No change |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $273K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 2,390 | $257K | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $247K | No change |
| T AT&T Inc. | 0.03% | 10,344 | $236K | Add +17.9% |
| UPS United Parcel Service Class B | 0.03% | 1,828 | $231K | Add +0.6% |
| NOW ServiceNow Inc. | 0.03% | 202 | $214K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $206K | No change |
| LOW Lowe's Cos Inc. | 0.03% | 830 | $205K | Add +0.1% |
| FDX FedEx Corp. | 0.03% | 720 | $203K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.02% | 1,039 | $197K | Add +2.7% |
| BP BP PLC-Spons ADR | 0.02% | 6,405 | $189K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $188K | No change |
| AMD Advanced Micro Devices | 0.02% | 1,454 | $176K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.02% | 298 | $175K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $174K | No change |
| OUNZ Vaneck Merk Gold ETF | 0.02% | 6,430 | $163K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 4,730 | $157K | Reduce -60.5% |
| IHDG Wisdomtree International Hed | 0.02% | 3,590 | $156K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,440 | $147K | No change |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $147K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,108 | $134K | Reduce -0.1% |
| ADP Automatic Data Processing | 0.02% | 425 | $124K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 241 | $122K | Reduce -0.4% |
| TT Trane Technologies PLC | 0.02% | 325 | $120K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.01% | 497 | $115K | Reduce -8.1% |
| GOOG Alphabet Inc. Class C | 0.01% | 597 | $114K | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.01% | 2,929 | $110K | Reduce -8.8% |
| EMR Emerson Electric Co. | 0.01% | 868 | $108K | Reduce -5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 2,435 | $107K | Reduce -19.6% |
| EXR Extra Space Storage Inc. | 0.01% | 715 | $107K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 762 | $106K | Reduce -0.1% |
| PEP Pepsico Inc. | 0.01% | 695 | $106K | Reduce -18.2% |
| MO Altria Group Inc. | 0.01% | 1,953 | $102K | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.01% | 529 | $102K | Reduce -15.9% |
| PG The Procter & Gamble Co. | 0.01% | 603 | $101K | Reduce -6.9% |
| NOV Nov Inc. | 0.01% | 6,902 | $101K | Reduce -0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| GROY Gold Royalty Corp. | Sold out | 0.00% | −0.24 |
| DFSD Dimensional Short Duration | Reduce -2.5% | 11.57% | −0.20 |
| DFLV Dim US Large Cap Value ETF | Reduce -1.6% | 6.84% | −0.11 |
| DUHP Dimensional US High Profi Et | Reduce -3.5% | 5.26% | −0.10 |
| DFIV Dimensional International Va | Reduce -2.0% | 1.17% | −0.08 |
| DFAX Dimensional World Ex US Core | Reduce -4.0% | 0.65% | −0.07 |
| DFAW Dimensional World Eqty ETF | Reduce -4.0% | 2.04% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.4% | 9.71% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -4.5% | 3.85% | −0.04 |
| MSFT Microsoft Corp. | Reduce -12.2% | 0.26% | −0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -60.5% | 0.02% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -24.1% | 0.11% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -1.6% | 2.50% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -20.3% | 0.05% | −0.02 |
| DFAR Dimensional US Real Est ETF | Reduce -0.3% | 0.16% | −0.01 |
| SO The Southern Co. | Reduce -96.7% | 0.00% | −0.01 |
| DFIS Dimensional International SM | Reduce -0.5% | 0.17% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -8.5% | 0.24% | −0.01 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -8.2% | 0.07% | −0.01 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.01 |
| AFL Aflac Inc. | Reduce -84.6% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.04% | −0.01 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -18.2% | 0.01% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -54.3% | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -61.7% | 0.00% | −0.00 |
| RF Regions Financial Corp. | Reduce -91.4% | 0.00% | −0.00 |
| ELV Elevance Health Inc. | Reduce -4.0% | 0.01% | −0.00 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -10.6% | 0.01% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -8.8% | 0.01% | −0.00 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -1.4% | 0.08% | −0.00 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -8.3% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -64.5% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.03% | −0.00 |
| XNQPX Nuveen Pa QLTY Muni Inc. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.4% | 0.02% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -0.1% | 0.01% | −0.00 |
| JCI Johnson Controls Internation | Reduce -79.4% | 0.00% | −0.00 |
| RILY BRC Group Holdings Inc. | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -18.4% | 0.00% | −0.00 |
| NAD Nuveen Quality Municipal Inc. | Sold out | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -25.6% | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -26.3% | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -15.9% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Reduce -24.4% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DFCF Dimensional Core Fixed Inc. | Add +9.1% | 11.42% | +0.75 |
| DUSB Dimension Ultrashort Fi ETF | Add +21.1% | 2.25% | +0.43 |
| DFGP Dimensional GLBL Core PL Fix | Add +13.8% | 1.99% | +0.21 |
| ACVA Acv Auctions Inc. Class A | New | 0.14% | +0.14 |
| DFNM Dimensional National Muni BD | Add +22.6% | 0.39% | +0.08 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +7.9% | 0.71% | +0.05 |
| AAPL Apple Inc. | Add +0.8% | 0.41% | +0.04 |
| DGCB Dimensional Global Credit | Add +2.9% | 2.19% | +0.03 |
| EQT Eqt Corp. | Add +8.1% | 0.08% | +0.02 |
| TSLA Tesla Inc. | Add +13.3% | 0.04% | +0.02 |
| NVDA Nvidia Corp. | Add +0.8% | 0.15% | +0.02 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.05% | +0.01 |
| WSBC Wesbanco Inc. | Add +0.1% | 0.09% | +0.01 |
| T AT&T Inc. | Add +17.9% | 0.03% | +0.01 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 0.02% | +0.00 |
| ROK Rockwell Automation Inc. | Add +40.0% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 0.07% | +0.00 |
| TOL Toll Brothers Inc. | Add +806.5% | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.04% | +0.00 |
| COP Conocophillips | Add +310.1% | 0.00% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 0.01% | +0.00 |
| JPEF JPMorgan Equity Focus ETF | New | 0.00% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.00% | +0.00 |
| AR Antero Resources Corp. | Add +1578.1% | 0.00% | +0.00 |
| SPG Simon Property Group Inc. | New | 0.00% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.01% | +0.00 |
| NCLH Norwegian Cruise Line Holdin | Add +1957.7% | 0.00% | +0.00 |
| FDX FedEx Corp. | Add +0.3% | 0.03% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| OVV Ovintiv Inc. | Add +921.4% | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.4% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +6.5% | 0.00% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +17.8% | 0.00% | +0.00 |
| DAL Delta Air Lines Inc. | Add +104.0% | 0.00% | +0.00 |
| FUN Six Flags Entertainment Corp. | Add +2383.3% | 0.00% | +0.00 |
| APP AppLovin Corp. Class A | Add +21.7% | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +11.5% | 0.04% | +0.00 |
| GLW Corning Inc. | Add +151.4% | 0.00% | +0.00 |
| ANVS Annovis Bio | New | 0.00% | +0.00 |
| ETHA iShares Ethereum Trust ETF | New | 0.00% | +0.00 |
| APO Apollo Global Management Inc. | Add +1.0% | 0.00% | +0.00 |
| DKL Delek Logistics Partners LP | New | 0.00% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +9.3% | 0.01% | +0.00 |
| UAL United Airlines Holdings Inc. | Add +19.7% | 0.00% | +0.00 |
| TEL Te Connectivity PLC | New | 0.00% | +0.00 |
| COST Costco Wholesale Corp. | Add +3.2% | 0.00% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Add +100.0% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +1.9% | 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 |