DiNuzzo Private Wealth, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), DiNuzzo Private Wealth, Inc. reported 1,369 stock positions worth $881.9 million. Its top holding was Dimensional Core Fixed (DFCF) at 10.8% of the portfolio, followed by Dimensional Short Duration (DFSD, 10.6%) and Dimensional US Eq MKT ETF (DFUS, 9.7%). Compared with Q2 2025, it opened 38 new positions, sold out of 34, added to 257 and reduced 346. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +2%) and the biggest sale an exit from Clearwater Analytics HDS-A (CWAN).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $881.9M (Q3 2025)
- SEC Filing
- 0001994563-25-000007 ↗ filed Oct 14, 2025
Holdings Value
Holdings 1,369 stocks · $881.9M
| DFCF Dimensional Core Fixed Inc. | 10.80% | 2,244,402 | $95.2M | Add +3.7% |
| DFSD Dimensional Short Duration | 10.64% | 1,948,094 | $93.9M | Add +2.6% |
| DFUS Dimensional US Eq MKT ETF | 9.74% | 1,223,673 | $85.9M | Reduce -0.1% |
| DFLV Dim US Large Cap Value ETF | 6.83% | 1,846,491 | $60.3M | Add +1.5% |
| DFAS Dimensional US Small Cap ETF | 5.73% | 739,532 | $50.5M | Add +1.2% |
| DFIC Dimensional International Co. | 5.44% | 1,487,702 | $48.0M | Reduce -1.3% |
| DFGR Dim Global Real Estate ETF | 5.26% | 1,688,254 | $46.4M | Add +2.4% |
| DUHP Dimensional US High Profi Et | 5.18% | 1,240,006 | $45.7M | Add +0.6% |
| DFSV Dimensional US Small Cap Val | 4.99% | 1,359,377 | $44.0M | Add +1.8% |
| DFAC Dimensional US Core Equity 2 | 3.96% | 924,122 | $34.9M | Add +0.3% |
| DISV Dimensional International SM | 2.87% | 729,618 | $25.3M | Reduce -2.4% |
| DFEM Dimensional Emrg MRKT Core | 2.68% | 767,262 | $23.7M | Reduce -0.7% |
| DUSB Dimension Ultrashort Fi ETF | 2.58% | 447,927 | $22.7M | Add +10.7% |
| DFUV Dimensional US Marketwide Va | 2.37% | 470,667 | $20.9M | Reduce -0.3% |
| DFGP Dimensional GLBL Core PL Fix | 2.33% | 374,242 | $20.5M | Add +7.7% |
| DIHP Dimensional International Hi | 2.26% | 666,194 | $19.9M | Reduce -0.1% |
| DGCB Dimensional Global Credit | 2.03% | 327,327 | $17.9M | Add +0.3% |
| DFAW Dimensional World Eqty ETF | 1.94% | 243,581 | $17.1M | Reduce -1.1% |
| DFAE Dimensional Emerging Core Eq | 1.56% | 458,370 | $13.8M | Reduce -1.1% |
| DFIV Dimensional International Va | 1.28% | 247,799 | $11.3M | Reduce -1.1% |
| DFAT Dimensional US Target Value | 0.91% | 137,046 | $8.1M | Reduce -0.9% |
| DFEV Dimensional Emrg MRKT Val | 0.79% | 225,684 | $7.0M | Reduce -0.1% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.78% | 236,259 | $6.9M | Add +0.2% |
| DFAX Dimensional World Ex US Core | 0.68% | 195,896 | $6.0M | Reduce -2.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.64% | 104,714 | $5.6M | Reduce -1.1% |
| DFNM Dimensional National Muni BD | 0.40% | 74,108 | $3.5M | Add +4.9% |
| AAPL Apple Inc. | 0.34% | 12,875 | $3.0M | Reduce -2.1% |
| MCD McDonald's Corp. | 0.27% | 7,529 | $2.4M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.25% | 53,058 | $2.2M | Add +1.2% |
| MSFT Microsoft Corp. | 0.23% | 4,084 | $2.1M | Add +0.1% |
| DFIS Dimensional International SM | 0.18% | 51,341 | $1.6M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.17% | 8,555 | $1.5M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,908 | $1.4M | Reduce -0.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 29,206 | $1.2M | Reduce -2.6% |
| DFAR Dimensional US Real Est ETF | 0.11% | 40,737 | $973K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 2,102 | $964K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,875 | $885K | Add +0.3% |
| OUNZ Vaneck Merk Gold ETF | 0.10% | 25,390 | $845K | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 11,595 | $804K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $798K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,335 | $792K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $788K | No change |
| ORCL Oracle Corp. | 0.09% | 3,385 | $766K | No change |
| DFAI Dimensional International Co. | 0.09% | 21,124 | $754K | No change |
| WSBC Wesbanco Inc. | 0.08% | 22,837 | $749K | Add +0.1% |
| DKNG Draftkings Inc. Class A | 0.08% | 15,029 | $721K | Add +65243.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,262 | $720K | Reduce -2.5% |
| EQT Eqt Corp. | 0.08% | 13,627 | $706K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,284 | $646K | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,014 | $641K | Add +0.3% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.06% | 10,222 | $538K | Reduce -10.2% |
| D Dominion Energy Inc. | 0.06% | 8,604 | $515K | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.06% | 776 | $503K | No change |
| VPU Vanguard Utilities ETF | 0.06% | 2,669 | $488K | No change |
| HON Honeywell International Inc. | 0.05% | 2,175 | $477K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,489 | $456K | Add +0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 4,206 | $444K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.05% | 1,938 | $444K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.04% | 1,024 | $342K | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.04% | 519 | $309K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 2,687 | $307K | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,301 | $306K | No change |
| USB US Bancorp | 0.03% | 6,193 | $302K | No change |
| NEE Nextera Energy Inc. | 0.03% | 4,139 | $298K | No change |
| LLY Eli Lilly & Co. | 0.03% | 396 | $290K | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $290K | No change |
| T AT&T Inc. | 0.03% | 8,945 | $262K | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $258K | No change |
| AMD Advanced Micro Devices | 0.03% | 1,442 | $235K | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.03% | 1,063 | $226K | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,325 | $223K | No change |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,940 | $223K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 299 | $221K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 831 | $214K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.02% | 717 | $208K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $205K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,435 | $196K | Reduce -0.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,646 | $195K | Add +4.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 4,804 | $191K | Add +3.8% |
| NOW ServiceNow Inc. | 0.02% | 202 | $185K | No change |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.02% | 2,880 | $179K | No change |
| FDX FedEx Corp. | 0.02% | 717 | $166K | No change |
| UPS United Parcel Service Class B | 0.02% | 1,886 | $165K | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,105 | $151K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.02% | 491 | $146K | Add +0.8% |
| IHDG Wisdomtree International Hed | 0.02% | 3,090 | $139K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 750 | $135K | Reduce -0.3% |
| TT Trane Technologies PLC | 0.02% | 324 | $135K | No change |
| ADP Automatic Data Processing | 0.01% | 423 | $129K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 406 | $122K | No change |
| PG The Procter & Gamble Co. | 0.01% | 751 | $118K | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.01% | 868 | $115K | Add +0.1% |
| CVX Chevron Corp. | 0.01% | 707 | $114K | Add +2.3% |
| ROK Rockwell Automation Inc. | 0.01% | 329 | $113K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 2,217 | $112K | No change |
| V Visa Inc. Class A | 0.01% | 318 | $112K | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.01% | 628 | $111K | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 0.01% | 514 | $110K | Reduce -15.9% |
| MS Morgan Stanley | 0.01% | 703 | $106K | No change |
| ABBV Abbvie Inc. | 0.01% | 496 | $104K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.15 |
| DFIC Dimensional International Co. | Reduce -1.3% | 5.44% | −0.13 |
| TOST Toast Inc. Class A | Reduce -99.7% | 0.00% | −0.08 |
| DIHP Dimensional International Hi | Reduce -0.1% | 2.26% | −0.07 |
| DISV Dimensional International SM | Reduce -2.4% | 2.87% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.0% | 0.16% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.7% | 2.68% | −0.04 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -1.1% | 0.64% | −0.04 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.1% | 1.56% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -2.3% | 0.68% | −0.02 |
| DFAW Dimensional World Eqty ETF | Reduce -1.1% | 1.94% | −0.02 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.1% | 0.79% | −0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -10.2% | 0.06% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 9.74% | −0.01 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -2.6% | 0.13% | −0.01 |
| DFIS Dimensional International SM | Reduce -2.0% | 0.18% | −0.01 |
| CAT Caterpillar Inc. | Reduce -69.6% | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.02% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 0.08% | −0.00 |
| ELV Elevance Health Inc. | Reduce -6.8% | 0.01% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -0.6% | 0.01% | −0.00 |
| T AT&T Inc. | Reduce -0.2% | 0.03% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.01% | −0.00 |
| V Visa Inc. Class A | Reduce -0.6% | 0.01% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -4.3% | 0.01% | −0.00 |
| OUNZ Vaneck Merk Gold ETF | Reduce -0.3% | 0.10% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 0.02% | −0.00 |
| ACN Accenture PLC Class A | Reduce -9.2% | 0.00% | −0.00 |
| IT Gartner Inc. | Reduce -33.3% | 0.00% | −0.00 |
| HES Hess Corp. | Sold out | 0.00% | −0.00 |
| PGR Progressive Corp. | Reduce -1.4% | 0.00% | −0.00 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -3.3% | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.9% | 0.00% | −0.00 |
| PM Philip Morris International | Reduce -1.7% | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -15.9% | 0.01% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.00% | −0.00 |
| FICO Fair Isaac Corp. | Reduce -16.7% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -2.0% | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -10.7% | 0.00% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.05% | −0.00 |
| CI The Cigna Group | Reduce -7.7% | 0.00% | −0.00 |
| CNC Centene Corp. | Reduce -83.7% | 0.00% | −0.00 |
| FTNT Fortinet Inc. | Reduce -13.1% | 0.00% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -5.5% | 0.01% | −0.00 |
| MOH Molina Healthcare Inc. | Reduce -81.8% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFSV Dimensional US Small Cap Val | Add +1.8% | 4.99% | +0.32 |
| DFAS Dimensional US Small Cap ETF | Add +1.2% | 5.73% | +0.21 |
| DUSB Dimension Ultrashort Fi ETF | Add +10.7% | 2.58% | +0.14 |
| DFLV Dim US Large Cap Value ETF | Add +1.5% | 6.83% | +0.14 |
| DKNG Draftkings Inc. Class A | Add +65243.5% | 0.08% | +0.08 |
| DFGP Dimensional GLBL Core PL Fix | Add +7.7% | 2.33% | +0.08 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 3.96% | +0.04 |
| NVDA Nvidia Corp. | Add +0.5% | 0.17% | +0.01 |
| DFGR Dim Global Real Estate ETF | Add +2.4% | 5.26% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.05% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.2% | 0.25% | +0.00 |
| SNPS Synopsys Inc. | Add +266.7% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.03% | +0.00 |
| AMD Advanced Micro Devices | Add +0.8% | 0.03% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.10% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +61.2% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +2.3% | 0.01% | +0.00 |
| PEP Pepsico Inc. | Add +2.7% | 0.01% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.00% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.6% | 0.02% | +0.00 |
| SCHF Schwab Intl Equity ETF | New | 0.00% | +0.00 |
| DFNM Dimensional National Muni BD | Add +4.9% | 0.40% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +3.8% | 0.02% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +0.8% | 0.02% | +0.00 |
| INTC Intel Corp. | Add +7.7% | 0.01% | +0.00 |
| TOL Toll Brothers Inc. | Add +0.4% | 0.00% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +28.6% | 0.00% | +0.00 |
| BDX Becton Dickinson and Co. | Add +0.9% | 0.01% | +0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | New | 0.00% | +0.00 |
| SCHA Schwab US Small-Cap ETF | New | 0.00% | +0.00 |
| COP Conocophillips | Add +0.9% | 0.00% | +0.00 |
| DAL Delta Air Lines Inc. | Add +1.0% | 0.00% | +0.00 |
| NKE Nike Inc. Class B | Add +70.7% | 0.00% | +0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.00% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.00% | +0.00 |
| BA The Boeing Co. | Add +1.9% | 0.00% | +0.00 |
| CCL Carnival Corp. | Add +6.3% | 0.00% | +0.00 |
| CHE Chemed Corp. | New | 0.00% | +0.00 |
| CRWV Coreweave Inc. Class A | Add +92.9% | 0.00% | +0.00 |
| DUOL Duolingo | New | 0.00% | +0.00 |
| FIVE Five Below | Add +500.0% | 0.00% | +0.00 |
| MTD Mettler-Toledo International | Add +50.0% | 0.00% | +0.00 |
| MCHP Microchip Technology Inc. | Add +214.3% | 0.00% | +0.00 |
| MSI Motorola Solutions Inc. | Add +15.4% | 0.00% | +0.00 |
| NOV Nov Inc. | Add +0.1% | 0.01% | +0.00 |
| NEU Newmarket Corp. | Add +200.0% | 0.00% | +0.00 |
| ON On Semiconductor | Add +390.0% | 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 |