DiNuzzo Private Wealth, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), DiNuzzo Private Wealth, Inc. reported 1,381 stock positions worth $794.4 million. Its top holding was Dimensional Short Duration (DFSD) at 11.7% of the portfolio, followed by Dimensional Core Fixed (DFCF, 11.6%) and Dimensional US Eq MKT ETF (DFUS, 9.1%). Compared with Q4 2024, it opened 24 new positions, sold out of 57, added to 428 and reduced 423. The biggest buy was Newmont (NEM, shares +83356%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $794.4M (Q1 2025)
- SEC Filing
- 0001994563-25-000003 ↗ filed Apr 25, 2025
Holdings Value
Holdings 1,381 stocks · $794.4M
| DFSD Dimensional Short Duration | 11.67% | 1,951,467 | $92.7M | Add +0.1% |
| DFCF Dimensional Core Fixed Inc. | 11.63% | 2,195,812 | $92.4M | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 9.12% | 1,197,781 | $72.4M | Reduce -0.5% |
| DFLV Dim US Large Cap Value ETF | 6.88% | 1,788,213 | $54.7M | Reduce -0.6% |
| DFGR Dim Global Real Estate ETF | 5.35% | 1,619,729 | $42.5M | Add +0.7% |
| DFIC Dimensional International Co. | 5.33% | 1,523,384 | $42.3M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 5.30% | 704,409 | $42.1M | Reduce -0.0% |
| DUHP Dimensional US High Profi Et | 5.10% | 1,222,370 | $40.5M | Reduce -0.5% |
| DFSV Dimensional US Small Cap Val | 4.39% | 1,238,452 | $34.9M | Add +0.9% |
| DFAC Dimensional US Core Equity 2 | 3.71% | 893,578 | $29.5M | Add +1.6% |
| DISV Dimensional International SM | 2.79% | 760,430 | $22.1M | Reduce -0.9% |
| DFEM Dimensional Emrg MRKT Core | 2.58% | 775,807 | $20.5M | Add +0.5% |
| DFUV Dimensional US Marketwide Va | 2.49% | 479,139 | $19.7M | Reduce -0.5% |
| DUSB Dimension Ultrashort Fi ETF | 2.48% | 388,689 | $19.7M | Add +10.7% |
| DIHP Dimensional International Hi | 2.27% | 668,343 | $18.0M | Add +0.0% |
| DGCB Dimensional Global Credit | 2.20% | 329,269 | $17.5M | Add +0.1% |
| DFGP Dimensional GLBL Core PL Fix | 2.17% | 322,613 | $17.2M | Add +8.4% |
| DFAW Dimensional World Eqty ETF | 1.95% | 253,221 | $15.5M | Reduce -1.7% |
| DFAE Dimensional Emerging Core Eq | 1.50% | 461,629 | $12.0M | Reduce 0.0% |
| DFIV Dimensional International Va | 1.28% | 257,794 | $10.1M | Reduce -1.1% |
| DFAT Dimensional US Target Value | 0.91% | 140,330 | $7.2M | Reduce -1.5% |
| DFEV Dimensional Emrg MRKT Val | 0.75% | 219,339 | $5.9M | Add +1.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.72% | 227,993 | $5.7M | Add +1.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.70% | 105,808 | $5.5M | Reduce -1.4% |
| DFAX Dimensional World Ex US Core | 0.68% | 205,273 | $5.4M | Reduce -0.6% |
| DFNM Dimensional National Muni BD | 0.43% | 71,350 | $3.4M | Add +10.2% |
| NEM Newmont Corp. | 0.37% | 60,088 | $2.9M | Add +83355.6% |
| AAPL Apple Inc. | 0.34% | 12,297 | $2.7M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.30% | 7,515 | $2.3M | Add +0.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.23% | 51,081 | $1.8M | Add +1.2% |
| MSFT Microsoft Corp. | 0.23% | 4,770 | $1.8M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 5,908 | $1.5M | Reduce -0.0% |
| DFIS Dimensional International SM | 0.18% | 55,698 | $1.4M | Add +0.0% |
| DFAR Dimensional US Real Est ETF | 0.16% | 54,746 | $1.3M | Reduce -0.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 29,870 | $1.0M | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.11% | 8,415 | $912K | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,864 | $781K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,102 | $779K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,468 | $754K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $745K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $735K | No change |
| EQT Eqt Corp. | 0.09% | 13,626 | $728K | Reduce -0.0% |
| WSBC Wesbanco Inc. | 0.09% | 22,889 | $709K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 11,595 | $703K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,285 | $684K | Add +0.1% |
| DFAI Dimensional International Co. | 0.08% | 20,906 | $653K | Add +0.6% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.08% | 12,272 | $632K | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,295 | $607K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,009 | $552K | Add +0.4% |
| D Dominion Energy Inc. | 0.06% | 8,509 | $477K | Add +3.3% |
| ORCL Oracle Corp. | 0.06% | 3,378 | $472K | Reduce -0.1% |
| HON Honeywell International Inc. | 0.06% | 2,176 | $461K | Add +0.1% |
| VPU Vanguard Utilities ETF | 0.06% | 2,651 | $453K | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.06% | 781 | $439K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,485 | $429K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.05% | 1,938 | $369K | Add +1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 4,172 | $350K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.04% | 7,304 | $331K | Reduce -12.3% |
| OUNZ Vaneck Merk Gold ETF | 0.04% | 10,924 | $329K | Add +69.9% |
| LLY Eli Lilly & Co. | 0.04% | 371 | $306K | Reduce -22.7% |
| NEE Nextera Energy Inc. | 0.04% | 4,141 | $294K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.04% | 520 | $285K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.04% | 2,386 | $284K | Reduce -0.2% |
| USB US Bancorp | 0.04% | 6,679 | $282K | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,301 | $259K | No change |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $251K | No change |
| T AT&T Inc. | 0.03% | 8,807 | $249K | Reduce -14.9% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $231K | No change |
| TSLA Tesla Inc. | 0.03% | 875 | $227K | Add +1.4% |
| BP BP PLC-Spons ADR | 0.03% | 6,405 | $216K | No change |
| UPS United Parcel Service Class B | 0.03% | 1,831 | $201K | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 2,325 | $198K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 830 | $194K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $190K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 1,940 | $180K | New |
| FDX FedEx Corp. | 0.02% | 720 | $176K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 300 | $173K | Add +0.7% |
| NOW ServiceNow Inc. | 0.02% | 202 | $161K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,440 | $160K | No change |
| GOOGL Alphabet Inc. Class A | 0.02% | 1,036 | $160K | Reduce -0.3% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $160K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 4,724 | $159K | Reduce -0.1% |
| IHDG Wisdomtree International Hed | 0.02% | 3,590 | $156K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $152K | No change |
| AMD Advanced Micro Devices | 0.02% | 1,436 | $148K | Reduce -1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,106 | $135K | Reduce -0.2% |
| ADP Automatic Data Processing | 0.02% | 423 | $129K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.02% | 757 | $129K | Add +25.5% |
| UNH Unitedhealth Group Inc. | 0.02% | 244 | $128K | Add +1.2% |
| MO Altria Group Inc. | 0.01% | 1,952 | $117K | Reduce -0.1% |
| V Visa Inc. Class A | 0.01% | 320 | $112K | Add +0.9% |
| MPC Marathon Petroleum Corp. | 0.01% | 763 | $111K | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.01% | 771 | $110K | Add +238.2% |
| TT Trane Technologies PLC | 0.01% | 324 | $109K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.01% | 656 | $109K | Add +3.0% |
| CMCSA Comcast Corp. Class A | 0.01% | 2,935 | $108K | Add +0.2% |
| EXR Extra Space Storage Inc. | 0.01% | 715 | $106K | No change |
| NOV Nov Inc. | 0.01% | 6,902 | $105K | No change |
| ABBV Abbvie Inc. | 0.01% | 497 | $104K | Reduce -0.4% |
| PEP Pepsico Inc. | 0.01% | 686 | $103K | Reduce -1.3% |
Portfolio Sells Q4 2024 → Q1 2025
| DFUS Dimensional US Eq MKT ETF | Reduce -0.5% | 9.12% | −0.59 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.0% | 5.30% | −0.50 |
| DUHP Dimensional US High Profi Et | Reduce -0.5% | 5.10% | −0.16 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.14 |
| DFAT Dimensional US Target Value | Reduce -1.5% | 0.91% | −0.09 |
| DFAW Dimensional World Eqty ETF | Reduce -1.7% | 1.95% | −0.08 |
| AAPL Apple Inc. | Reduce -4.1% | 0.34% | −0.06 |
| NVDA Nvidia Corp. | Reduce -2.3% | 0.11% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.23% | −0.03 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -1.4% | 0.70% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.06% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -0.5% | 2.49% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -22.7% | 0.04% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.02% | −0.00 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.01% | −0.00 |
| GE General Electric | Reduce -57.7% | 0.00% | −0.00 |
| AMD Advanced Micro Devices | Reduce -1.2% | 0.02% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.01% | −0.00 |
| GEV GE Vernova Inc. | Reduce -54.1% | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -9.4% | 0.01% | −0.00 |
| TT Trane Technologies PLC | Reduce -0.3% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.01% | −0.00 |
| XLK SS Technology Select Sector | Reduce -5.5% | 0.01% | −0.00 |
| BAC Bank of America Corp. | Reduce -3.5% | 0.01% | −0.00 |
| TOL Toll Brothers Inc. | Reduce -0.7% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -1.0% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -44.0% | 0.00% | −0.00 |
| PPG PPG Industries Inc. | Reduce -1.0% | 0.01% | −0.00 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -12.3% | 0.04% | −0.00 |
| ACN Accenture PLC Class A | Reduce -1.3% | 0.00% | −0.00 |
| NCLH Norwegian Cruise Line Holdin | Reduce -1.3% | 0.00% | −0.00 |
| APO Apollo Global Management Inc. | Reduce -3.1% | 0.00% | −0.00 |
| DECK Deckers Outdoor Corp. | Reduce -9.1% | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -9.1% | 0.00% | −0.00 |
| ON On Semiconductor | Reduce -64.5% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.3% | 0.01% | −0.00 |
| THO Thor Industries Inc. | Reduce -0.7% | 0.00% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -8.8% | 0.00% | −0.00 |
| CARR Carrier Global Corp. | Reduce -0.5% | 0.00% | −0.00 |
| GWW WW Grainger Inc. | Reduce -20.0% | 0.00% | −0.00 |
| MCHP Microchip Technology Inc. | Reduce -22.3% | 0.00% | −0.00 |
| VYX NCR Voyix Corp. | Reduce -0.4% | 0.00% | −0.00 |
| SRE Sempra | Reduce -3.8% | 0.00% | −0.00 |
| TGT Target Corp. | Reduce -28.6% | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -10.9% | 0.00% | −0.00 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −0.00 |
| BBY Best Buy Co. Inc. | Reduce -0.8% | 0.00% | −0.00 |
| BIIB Biogen Inc. | Reduce -13.5% | 0.00% | −0.00 |
| BAH Booz Allen Hamilton Holdings | Reduce -16.1% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| NEM Newmont Corp. | Add +83355.6% | 0.37% | +0.36 |
| DUSB Dimension Ultrashort Fi ETF | Add +10.7% | 2.48% | +0.23 |
| DFCF Dimensional Core Fixed Inc. | Add +0.5% | 11.63% | +0.21 |
| DFGP Dimensional GLBL Core PL Fix | Add +8.4% | 2.17% | +0.18 |
| DFGR Dim Global Real Estate ETF | Add +0.7% | 5.35% | +0.16 |
| DIHP Dimensional International Hi | Add +0.0% | 2.27% | +0.13 |
| DFSD Dimensional Short Duration | Add +0.1% | 11.67% | +0.10 |
| DFNM Dimensional National Muni BD | Add +10.2% | 0.43% | +0.04 |
| DFEV Dimensional Emrg MRKT Val | Add +1.0% | 0.75% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +0.5% | 2.58% | +0.02 |
| IVW iShares S&P 500 Growth ETF | New | 0.02% | +0.02 |
| OUNZ Vaneck Merk Gold ETF | Add +69.9% | 0.04% | +0.02 |
| MCD McDonald's Corp. | Add +0.2% | 0.30% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +1.1% | 0.72% | +0.02 |
| DGCB Dimensional Global Credit | Add +0.1% | 2.20% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.09% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +238.2% | 0.01% | +0.01 |
| DFIS Dimensional International SM | Add +0.0% | 0.18% | +0.01 |
| DFAI Dimensional International Co. | Add +0.6% | 0.08% | +0.01 |
| D Dominion Energy Inc. | Add +3.3% | 0.06% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.04% | +0.00 |
| PG The Procter & Gamble Co. | Add +25.5% | 0.02% | +0.00 |
| VPU Vanguard Utilities ETF | Add +0.8% | 0.06% | +0.00 |
| XLV SS Health Care Select Sector | New | 0.00% | +0.00 |
| SLV iShares Silver Trust | Add +380.0% | 0.00% | +0.00 |
| ETV Eaton Vance T/M Buy-Writ Opp | New | 0.00% | +0.00 |
| GIS General Mills Inc. | Add +482.8% | 0.00% | +0.00 |
| JNJ Johnson & Johnson | Add +3.0% | 0.01% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | New | 0.00% | +0.00 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +1.1% | 0.01% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.00% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +51.7% | 0.00% | +0.00 |
| FTCS First Trust Capital Strength | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +190.0% | 0.00% | +0.00 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +1.2% | 0.08% | +0.00 |
| V Visa Inc. Class A | Add +0.9% | 0.01% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.04% | +0.00 |
| ELV Elevance Health Inc. | Add +0.7% | 0.01% | +0.00 |
| BKNG Booking Holdings Inc. | Add +66.7% | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.05% | +0.00 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 0.02% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 0.01% | +0.00 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +11.7% | 0.01% | +0.00 |
| YUM Yum! Brands Inc. | Add +0.5% | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +6.8% | 0.00% | +0.00 |
| CVS CVS Health Corp. | Add +12.6% | 0.00% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +0.1% | 0.01% | +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 |