DiNuzzo Private Wealth, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), DiNuzzo Private Wealth, Inc. reported 1,365 stock positions worth $842.4 million. Its top holding was Dimensional Core Fixed (DFCF) at 10.9% of the portfolio, followed by Dimensional Short Duration (DFSD, 10.8%) and Dimensional US Eq MKT ETF (DFUS, 9.7%). Compared with Q1 2025, it opened 35 new positions, sold out of 52, added to 417 and reduced 424. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +2%) and the biggest sale Dimensional Short Duration (DFSD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $842.4M (Q2 2025)
- SEC Filing
- 0001994563-25-000005 ↗ filed Jul 17, 2025
Holdings Value
Holdings 1,365 stocks · $842.4M
| DFCF Dimensional Core Fixed Inc. | 10.85% | 2,163,709 | $91.4M | Reduce -1.5% |
| DFSD Dimensional Short Duration | 10.82% | 1,898,104 | $91.1M | Reduce -2.7% |
| DFUS Dimensional US Eq MKT ETF | 9.75% | 1,224,999 | $82.1M | Add +2.3% |
| DFLV Dim US Large Cap Value ETF | 6.70% | 1,818,553 | $56.4M | Add +1.7% |
| DFIC Dimensional International Co. | 5.56% | 1,507,495 | $46.9M | Reduce -1.0% |
| DFAS Dimensional US Small Cap ETF | 5.52% | 730,447 | $46.5M | Add +3.7% |
| DFGR Dim Global Real Estate ETF | 5.25% | 1,648,809 | $44.2M | Add +1.8% |
| DUHP Dimensional US High Profi Et | 5.21% | 1,233,255 | $43.9M | Add +0.9% |
| DFSV Dimensional US Small Cap Val | 4.66% | 1,335,123 | $39.3M | Add +7.8% |
| DFAC Dimensional US Core Equity 2 | 3.92% | 920,871 | $33.0M | Add +3.0% |
| DISV Dimensional International SM | 2.92% | 747,645 | $24.6M | Reduce -1.7% |
| DFEM Dimensional Emrg MRKT Core | 2.72% | 772,996 | $22.9M | Reduce -0.4% |
| DUSB Dimension Ultrashort Fi ETF | 2.44% | 404,800 | $20.5M | Add +4.1% |
| DFUV Dimensional US Marketwide Va | 2.37% | 472,193 | $20.0M | Reduce -1.4% |
| DIHP Dimensional International Hi | 2.33% | 666,785 | $19.7M | Reduce -0.2% |
| DFGP Dimensional GLBL Core PL Fix | 2.25% | 347,503 | $18.9M | Add +7.7% |
| DGCB Dimensional Global Credit | 2.10% | 326,282 | $17.7M | Reduce -0.9% |
| DFAW Dimensional World Eqty ETF | 1.96% | 246,172 | $16.5M | Reduce -2.8% |
| DFAE Dimensional Emerging Core Eq | 1.59% | 463,274 | $13.4M | Add +0.4% |
| DFIV Dimensional International Va | 1.27% | 250,662 | $10.7M | Reduce -2.8% |
| DFAT Dimensional US Target Value | 0.89% | 138,350 | $7.5M | Reduce -1.4% |
| DFEV Dimensional Emrg MRKT Val | 0.80% | 225,906 | $6.8M | Add +3.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.78% | 235,741 | $6.6M | Add +3.4% |
| DFAX Dimensional World Ex US Core | 0.70% | 200,487 | $5.9M | Reduce -2.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.67% | 105,896 | $5.7M | Add +0.1% |
| DFNM Dimensional National Muni BD | 0.40% | 70,628 | $3.3M | Reduce -1.0% |
| AAPL Apple Inc. | 0.32% | 13,156 | $2.7M | Add +7.0% |
| MCD McDonald's Corp. | 0.26% | 7,529 | $2.2M | Add +0.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.24% | 52,428 | $2.1M | Add +2.6% |
| MSFT Microsoft Corp. | 0.24% | 4,079 | $2.0M | Reduce -14.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 5,910 | $1.7M | Add +0.0% |
| DFIS Dimensional International SM | 0.19% | 52,366 | $1.6M | Reduce -6.0% |
| NVDA Nvidia Corp. | 0.16% | 8,516 | $1.3M | Add +1.2% |
| CWAN Clearwater Analytics HDS-A | 0.15% | 57,000 | $1.3M | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.14% | 29,986 | $1.2M | Add +0.4% |
| DFAR Dimensional US Real Est ETF | 0.11% | 40,737 | $956K | Reduce -25.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 2,102 | $922K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,864 | $826K | No change |
| OUNZ Vaneck Merk Gold ETF | 0.10% | 25,480 | $813K | Add +133.3% |
| EQT Eqt Corp. | 0.09% | 13,625 | $795K | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 11,595 | $779K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $769K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $759K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,335 | $758K | Reduce -9.1% |
| ORCL Oracle Corp. | 0.09% | 3,385 | $740K | Add +0.2% |
| DFAI Dimensional International Co. | 0.09% | 21,124 | $730K | Add +1.0% |
| WSBC Wesbanco Inc. | 0.09% | 22,814 | $722K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,295 | $714K | No change |
| TOST Toast Inc. Class A | 0.08% | 15,042 | $666K | Add +62575.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,285 | $624K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,008 | $610K | Reduce -0.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.07% | 11,387 | $597K | Reduce -7.2% |
| HON Honeywell International Inc. | 0.06% | 2,175 | $507K | Reduce -0.1% |
| D Dominion Energy Inc. | 0.06% | 8,605 | $486K | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.06% | 776 | $482K | Reduce -0.6% |
| VPU Vanguard Utilities ETF | 0.06% | 2,669 | $471K | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,485 | $439K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,942 | $426K | Add +0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 4,204 | $383K | Add +0.8% |
| TSLA Tesla Inc. | 0.04% | 1,027 | $326K | Add +17.4% |
| LLY Eli Lilly & Co. | 0.04% | 395 | $308K | Add +6.5% |
| MA Mastercard Inc. Class A | 0.03% | 519 | $292K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.03% | 2,697 | $291K | Add +13.0% |
| NEE Nextera Energy Inc. | 0.03% | 4,139 | $287K | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,301 | $281K | No change |
| USB US Bancorp | 0.03% | 6,193 | $280K | Reduce -7.3% |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $263K | No change |
| T AT&T Inc. | 0.03% | 8,959 | $259K | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $246K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 299 | $220K | Reduce -0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $214K | No change |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,940 | $214K | No change |
| NOW ServiceNow Inc. | 0.02% | 202 | $208K | No change |
| AMD Advanced Micro Devices | 0.02% | 1,431 | $203K | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $200K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $197K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,458 | $193K | Reduce -39.0% |
| UPS United Parcel Service Class B | 0.02% | 1,892 | $191K | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 0.02% | 1,059 | $187K | Add +2.2% |
| LOW Lowe's Cos Inc. | 0.02% | 830 | $184K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,440 | $178K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 4,629 | $176K | Reduce -2.0% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $163K | No change |
| FDX FedEx Corp. | 0.02% | 717 | $163K | Reduce -0.4% |
| TT Trane Technologies PLC | 0.02% | 324 | $142K | No change |
| IHDG Wisdomtree International Hed | 0.02% | 3,090 | $139K | Reduce -13.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,106 | $137K | No change |
| AVGO Broadcom Inc. | 0.02% | 487 | $134K | Reduce -1.6% |
| ADP Automatic Data Processing | 0.02% | 423 | $130K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 752 | $125K | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.01% | 756 | $120K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.01% | 406 | $118K | Add +0.7% |
| EMR Emerson Electric Co. | 0.01% | 867 | $116K | Reduce -0.1% |
| V Visa Inc. Class A | 0.01% | 320 | $114K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 329 | $109K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.01% | 611 | $108K | Add +3.4% |
| EXR Extra Space Storage Inc. | 0.01% | 715 | $105K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 2,217 | $105K | Reduce -5.6% |
| CMCSA Comcast Corp. Class A | 0.01% | 2,885 | $103K | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.01% | 659 | $101K | Add +0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| DFSD Dimensional Short Duration | Reduce -2.7% | 10.82% | −0.86 |
| DFCF Dimensional Core Fixed Inc. | Reduce -1.5% | 10.85% | −0.77 |
| NEM Newmont Corp. | Reduce -99.8% | 0.00% | −0.36 |
| DFUV Dimensional US Marketwide Va | Reduce -1.4% | 2.37% | −0.12 |
| DGCB Dimensional Global Credit | Reduce -0.9% | 2.10% | −0.10 |
| DFAR Dimensional US Real Est ETF | Reduce -25.6% | 0.11% | −0.05 |
| DFNM Dimensional National Muni BD | Reduce -1.0% | 0.40% | −0.03 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| DFAT Dimensional US Target Value | Reduce -1.4% | 0.89% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -39.0% | 0.02% | −0.02 |
| MO Altria Group Inc. | Reduce -97.2% | 0.00% | −0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -7.2% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -14.3% | 0.01% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -9.1% | 0.09% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.00 |
| WSBC Wesbanco Inc. | Reduce -0.3% | 0.09% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -31.1% | 0.01% | −0.00 |
| NOV Nov Inc. | Reduce -0.2% | 0.01% | −0.00 |
| IHDG Wisdomtree International Hed | Reduce -13.9% | 0.02% | −0.00 |
| DFIV Dimensional International Va | Reduce -2.8% | 1.27% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.03% | −0.00 |
| FDX FedEx Corp. | Reduce -0.4% | 0.02% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.01% | −0.00 |
| USB US Bancorp | Reduce -7.3% | 0.03% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -3.8% | 0.01% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.01% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.03% | −0.00 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.2% | 0.01% | −0.00 |
| KHC The Kraft Heinz Co. | Reduce -2.3% | 0.00% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -0.9% | 0.00% | −0.00 |
| PARAA Paramount Global Class B | Reduce -50.5% | 0.00% | −0.00 |
| BIIB Biogen Inc. | Reduce -93.8% | 0.00% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -8.9% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -3.9% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -23.7% | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.00% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -7.5% | 0.00% | −0.00 |
| MCHP Microchip Technology Inc. | Reduce -82.5% | 0.00% | −0.00 |
| SNA Snap-on Inc. | Reduce -1.6% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -3.8% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -2.2% | 0.00% | −0.00 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.5% | 0.00% | −0.00 |
| PPL PPL Corp. | Reduce -0.5% | 0.00% | −0.00 |
| REGN Regeneron Pharmaceuticals | Reduce -42.9% | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -4.1% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DFUS Dimensional US Eq MKT ETF | Add +2.3% | 9.75% | +0.63 |
| DFSV Dimensional US Small Cap Val | Add +7.8% | 4.66% | +0.28 |
| DFAS Dimensional US Small Cap ETF | Add +3.7% | 5.52% | +0.23 |
| DFAC Dimensional US Core Equity 2 | Add +3.0% | 3.92% | +0.21 |
| CWAN Clearwater Analytics HDS-A | New | 0.15% | +0.15 |
| DUHP Dimensional US High Profi Et | Add +0.9% | 5.21% | +0.11 |
| DFAE Dimensional Emerging Core Eq | Add +0.4% | 1.59% | +0.09 |
| TOST Toast Inc. Class A | Add +62575.0% | 0.08% | +0.08 |
| DFGP Dimensional GLBL Core PL Fix | Add +7.7% | 2.25% | +0.08 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +3.4% | 0.78% | +0.06 |
| DFEV Dimensional Emrg MRKT Val | Add +3.0% | 0.80% | +0.06 |
| OUNZ Vaneck Merk Gold ETF | Add +133.3% | 0.10% | +0.06 |
| NVDA Nvidia Corp. | Add +1.2% | 0.16% | +0.04 |
| ORCL Oracle Corp. | Add +0.2% | 0.09% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.0% | 0.21% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +2.6% | 0.24% | +0.01 |
| TSLA Tesla Inc. | Add +17.4% | 0.04% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.4% | 0.14% | +0.01 |
| MS Morgan Stanley | Add +77.5% | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +527.8% | 0.01% | +0.00 |
| DFAI Dimensional International Co. | Add +1.0% | 0.09% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.05% | +0.00 |
| BX Blackstone Inc. | Add +178.5% | 0.01% | +0.00 |
| KKR KKR & Co. Inc. | Add +790.3% | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +780.0% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +786.0% | 0.00% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +406.7% | 0.00% | +0.00 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +53.1% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 0.02% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +18.2% | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +82.5% | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.01% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.8% | 0.05% | +0.00 |
| CRWV Coreweave Inc. Class A | New | 0.00% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +3.4% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +3.9% | 0.00% | +0.00 |
| CRCL Circle Internet Group Inc. | New | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +3.1% | 0.00% | +0.00 |
| INTU Intuit Inc. | Add +2.3% | 0.00% | +0.00 |
| BDX Becton Dickinson and Co. | Add +68.2% | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | Add +1.8% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +30.6% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +27.5% | 0.00% | +0.00 |
| HWM Howmet Aerospace Inc. | Add +1.1% | 0.00% | +0.00 |
| CCL Carnival Corp. | Add +20.0% | 0.00% | +0.00 |
| KRP Kimbell Royalty Partners LP | New | 0.00% | +0.00 |
| DG Dollar General Corp. | Add +15.2% | 0.00% | +0.00 |
| PRCT Procept Biorobotics Corp. | New | 0.00% | +0.00 |
| TER Teradyne Inc. | Add +102.9% | 0.00% | +0.00 |
| WMB Williams Cos Inc. | Add +25.8% | 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 |