DiNuzzo Private Wealth, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), DiNuzzo Private Wealth, Inc. reported 1,367 stock positions worth $919.2 million. Its top holding was Dimensional Core Fixed (DFCF) at 11.3% of the portfolio, followed by Dimensional Short Duration (DFSD, 10.7%) and Dimensional US Eq MKT ETF (DFUS, 9.5%). Compared with Q3 2025, it opened 41 new positions, sold out of 44, added to 305 and reduced 375. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +26%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −4%).

Most Recent 13F
Q2 2026
Location
BEAVER, PA
CIK
0001994563
Portfolio Value
$919.2M (Q4 2025)
SEC Filing
0001994563-26-000001 ↗ filed Jan 16, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $741.1M Q1 2024 Q2 2024: $740.9M Q2 2024 Q3 2024: $810.9M Q3 2024 Q4 2024: $790.0M Q4 2024 Q1 2025: $794.4M Q1 2025 Q2 2025: $842.4M Q2 2025 Q3 2025: $881.9M Q3 2025 Q4 2025: $919.2M $919.2M Q4 2025 Q1 2026: $928.1M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 1,367 stocks · $919.2M

DFCF Dimensional Core Fixed Inc. 11.31% 2,443,342 $104.0M Add +8.9%
DFSD Dimensional Short Duration 10.66% 2,043,634 $98.0M Add +4.9%
DFUS Dimensional US Eq MKT ETF 9.50% 1,177,545 $87.3M Reduce -3.8%
DFLV Dim US Large Cap Value ETF 6.76% 1,815,396 $62.1M Reduce -1.7%
DFAS Dimensional US Small Cap ETF 5.57% 735,392 $51.2M Reduce -0.6%
DFGR Dim Global Real Estate ETF 5.22% 1,815,929 $48.0M Add +7.6%
DFIC Dimensional International Co. 5.22% 1,391,429 $47.9M Reduce -6.5%
DUHP Dimensional US High Profi Et 5.05% 1,219,564 $46.4M Reduce -1.6%
DFSV Dimensional US Small Cap Val 4.84% 1,351,902 $44.5M Reduce -0.6%
DFAC Dimensional US Core Equity 2 3.91% 907,983 $35.9M Reduce -1.8%
DUSB Dimension Ultrashort Fi ETF 3.12% 565,854 $28.7M Add +26.3%
DISV Dimensional International SM 2.73% 660,239 $25.1M Reduce -9.5%
DFEM Dimensional Emrg MRKT Core 2.65% 735,429 $24.3M Reduce -4.2%
DFGP Dimensional GLBL Core PL Fix 2.57% 436,497 $23.6M Add +16.6%
DFUV Dimensional US Marketwide Va 2.36% 465,337 $21.7M Reduce -1.1%
DIHP Dimensional International Hi 2.21% 642,745 $20.4M Reduce -3.5%
DGCB Dimensional Global Credit 1.94% 329,297 $17.9M Add +0.6%
DFAW Dimensional World Eqty ETF 1.89% 234,834 $17.4M Reduce -3.6%
DFAE Dimensional Emerging Core Eq 1.54% 434,485 $14.2M Reduce -5.2%
DFIV Dimensional International Va 1.30% 239,983 $12.0M Reduce -3.1%
DFAT Dimensional US Target Value 0.88% 135,153 $8.0M Reduce -1.4%
DFEV Dimensional Emrg MRKT Val 0.77% 209,276 $7.1M Reduce -7.3%
DEHP Dimensional Emrg MRK Hi Prof 0.76% 217,678 $7.0M Reduce -7.9%
DFAX Dimensional World Ex US Core 0.67% 189,035 $6.2M Reduce -3.5%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 0.62% 107,461 $5.7M Add +2.6%
DFNM Dimensional National Muni BD 0.42% 80,070 $3.9M Add +8.1%
AAPL Apple Inc. 0.36% 12,165 $3.3M Reduce -5.5%
MCD McDonald's Corp. 0.25% 7,557 $2.3M Add +0.4%
DFSU Dimensional US Sus CORE1 ETF 0.24% 50,535 $2.2M Reduce -4.8%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.22% 120,000 $2.0M New
MSFT Microsoft Corp. 0.22% 4,102 $2.0M Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 5,908 $1.8M No change
NVDA Nvidia Corp. 0.18% 8,757 $1.6M Add +2.4%
DFIS Dimensional International SM 0.17% 48,138 $1.6M Reduce -6.2%
DFSI Dimensional Int Sus COR1 ETF 0.13% 27,275 $1.2M Reduce -6.6%
OUNZ Vaneck Merk Gold ETF 0.12% 27,160 $1.1M Add +7.0%
DFAR Dimensional US Real Est ETF 0.11% 45,385 $1.0M Add +11.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 2,102 $1.0M No change
VOO Vanguard S&P 500 ETF 0.10% 1,478 $927K Add +10.7%
VB Vanguard Most SM-Cap ETF-Usd 0.10% 3,875 $901K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 11,595 $853K No change
IWD iShares Russell 1000 Value E 0.09% 3,958 $833K No change
VONV Vanguard Russell 1000 Value 0.09% 8,904 $822K No change
DFAI Dimensional International Co. 0.09% 21,161 $806K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.08% 1,262 $775K No change
WSBC Wesbanco Inc. 0.08% 22,712 $755K Reduce -0.6%
EQT Eqt Corp. 0.08% 13,626 $730K Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 0.07% 2,025 $679K Add +0.6%
ORCL Oracle Corp. 0.07% 3,392 $661K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,084 $545K Reduce -15.6%
DFSB Dim GLB Sustain Fix Inc. ETF 0.06% 10,481 $543K Add +2.5%
IVV iShares Core S&P 500 ETF 0.06% 756 $518K Reduce -2.6%
D Dominion Energy Inc. 0.06% 8,798 $515K Add +2.3%
VPU Vanguard Utilities ETF 0.05% 2,706 $501K Add +1.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 4,207 $488K Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 2,493 $476K Add +0.2%
AMZN Amazon.com Inc. 0.05% 1,963 $453K Add +1.3%
TSLA Tesla Inc. 0.05% 974 $438K Reduce -4.9%
HON Honeywell International Inc. 0.05% 2,175 $424K No change
GOOGL Alphabet Inc. Class A 0.04% 1,092 $342K Add +2.7%
NEE Nextera Energy Inc. 0.04% 4,141 $332K Add +0.1%
USB US Bancorp 0.04% 6,193 $330K No change
RKT Rocket Cos Inc. Class A 0.04% 16,821 $326K New
IWM iShares Russell 2000 ETF 0.03% 1,301 $320K No change
VCSH Vanguard S/T Corp. Bond ETF 0.03% 3,964 $316K New
AMD Advanced Micro Devices 0.03% 1,461 $313K Add +1.3%
XOM Exxon Mobil Corp. 0.03% 2,595 $312K Reduce -3.4%
IWN iShares Russell 2000 Value E 0.03% 1,665 $302K No change
MA Mastercard Inc. Class A 0.03% 519 $296K No change
IJH iShares Core S&P Midcap ETF 0.03% 3,965 $262K No change
SMH Vaneck Semiconductor ETF 0.03% 717 $258K No change
IVW iShares S&P 500 Growth ETF 0.03% 1,940 $239K No change
IWR iShares Russell Mid-Cap ETF 0.02% 2,325 $224K No change
T AT&T Inc. 0.02% 8,938 $222K Reduce -0.1%
VYM Vanguard High DVD Yield ETF 0.02% 1,476 $212K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.02% 4,646 $210K No change
FDX FedEx Corp. 0.02% 718 $207K Add +0.1%
LOW Lowe's Cos Inc. 0.02% 832 $201K Add +0.1%
VGUS Vanguard Ultra SHRT Treasury 0.02% 2,652 $200K New
META Meta Platforms Inc. Class A 0.02% 303 $200K Add +1.3%
NANR Sta STR SP S&P Nor An Res-Ui 0.02% 2,880 $195K No change
UPS United Parcel Service Class B 0.02% 1,897 $188K Add +0.6%
ROK Rockwell Automation Inc. 0.02% 474 $184K Add +44.1%
DFSE Dimensional Em Sus CORE1 ETF 0.02% 4,392 $182K Reduce -8.6%
VZ Verizon Communications Inc. 0.02% 4,413 $180K Reduce -0.5%
AVGO Broadcom Inc. 0.02% 513 $178K Add +4.5%
GOOG Alphabet Inc. Class C 0.02% 514 $161K No change
NOW ServiceNow Inc. 0.02% 1,030 $158K Add +2.0%
IHDG Wisdomtree International Hed 0.02% 3,090 $150K No change
LLY Eli Lilly & Co. 0.02% 133 $143K Reduce -66.4%
JPM JPMorgan Chase & Co. 0.01% 424 $137K Add +4.4%
JNJ Johnson & Johnson 0.01% 628 $130K No change
TT Trane Technologies PLC 0.01% 324 $126K No change
MPC Marathon Petroleum Corp. 0.01% 751 $122K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 2,183 $120K Reduce -1.5%
V Visa Inc. Class A 0.01% 333 $117K Add +4.7%
EMR Emerson Electric Co. 0.01% 868 $115K No change
ABBV Abbvie Inc. 0.01% 490 $112K Reduce -1.2%
NOV Nov Inc. 0.01% 6,931 $108K Add +0.5%
ADP Automatic Data Processing 0.01% 421 $108K Reduce -0.5%

Show all 1,367 holdings

Portfolio Sells Q3 2025 → Q4 2025

DFUS Dimensional US Eq MKT ETF Reduce -3.8% 9.50% −0.24
DFIC Dimensional International Co. Reduce -6.5% 5.22% −0.22
DFAS Dimensional US Small Cap ETF Reduce -0.6% 5.57% −0.16
DFSV Dimensional US Small Cap Val Reduce -0.6% 4.84% −0.15
DISV Dimensional International SM Reduce -9.5% 2.73% −0.14
DUHP Dimensional US High Profi Et Reduce -1.6% 5.05% −0.13
DKNG Draftkings Inc. Class A Reduce -99.9% 0.00% −0.08
DFLV Dim US Large Cap Value ETF Reduce -1.7% 6.76% −0.08
DFAW Dimensional World Eqty ETF Reduce -3.6% 1.89% −0.05
DIHP Dimensional International Hi Reduce -3.5% 2.21% −0.05
DFAC Dimensional US Core Equity 2 Reduce -1.8% 3.91% −0.04
DFAT Dimensional US Target Value Reduce -1.4% 0.88% −0.04
DFEM Dimensional Emrg MRKT Core Reduce -4.2% 2.65% −0.04
DFEV Dimensional Emrg MRKT Val Reduce -7.3% 0.77% −0.02
DFAE Dimensional Emerging Core Eq Reduce -5.2% 1.54% −0.02
DEHP Dimensional Emrg MRK Hi Prof Reduce -7.9% 0.76% −0.02
LLY Eli Lilly & Co. Reduce -66.4% 0.02% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.6% 0.06% −0.01
DFUV Dimensional US Marketwide Va Reduce -1.1% 2.36% −0.01
TJX TJX Companies Inc. Reduce -78.9% 0.00% −0.01
DFSU Dimensional US Sus CORE1 ETF Reduce -4.8% 0.24% −0.01
DFIS Dimensional International SM Reduce -6.2% 0.17% −0.01
DFAX Dimensional World Ex US Core Reduce -3.5% 0.67% −0.01
DFSI Dimensional Int Sus COR1 ETF Reduce -6.6% 0.13% −0.01
T AT&T Inc. Reduce -0.1% 0.02% −0.01
BX Blackstone Inc. Reduce -61.4% 0.00% −0.00
CVX Chevron Corp. Reduce -25.9% 0.01% −0.00
UNH Unitedhealth Group Inc. Reduce -53.5% 0.00% −0.00
MS Morgan Stanley Reduce -38.0% 0.01% −0.00
VRT Vertiv Holdings Co. Class A Reduce -83.9% 0.00% −0.00
KMB Kimberly-Clark Corp. Reduce -1.6% 0.01% −0.00
ADP Automatic Data Processing Reduce -0.5% 0.01% −0.00
WSBC Wesbanco Inc. Reduce -0.6% 0.08% −0.00
VZ Verizon Communications Inc. Reduce -0.5% 0.02% −0.00
CMCSA Comcast Corp. Class A Reduce -8.1% 0.01% −0.00
RPM RPM International Inc. Reduce -0.3% 0.01% −0.00
PPL PPL Corp. Reduce -86.2% 0.00% −0.00
RCL Royal Caribbean Cruises Ltd. Reduce -2.4% 0.00% −0.00
DFSE Dimensional Em Sus CORE1 ETF Reduce -8.6% 0.02% −0.00
SNPS Synopsys Inc. Reduce -2.6% 0.00% −0.00
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.00
DKS Dick's Sporting Goods Inc. Reduce -0.2% 0.01% −0.00
NFLX Netflix Inc. Reduce -1.5% 0.00% −0.00
XOM Exxon Mobil Corp. Reduce -3.4% 0.03% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -30.3% 0.00% −0.00
BKNG Booking Holdings Inc. Reduce -20.0% 0.00% −0.00
XLE SS Energy Select Sector Reduce -71.0% 0.00% −0.00
CARR Carrier Global Corp. Reduce -0.9% 0.00% −0.00
SILA Sila Realty Trust Inc. Reduce -19.2% 0.00% −0.00
AJG Arthur J Gallagher & Co. Reduce -0.9% 0.00% −0.00

Portfolio Buys Q3 2025 → Q4 2025

DUSB Dimension Ultrashort Fi ETF Add +26.3% 3.12% +0.54
DFCF Dimensional Core Fixed Inc. Add +8.9% 11.31% +0.51
DFGP Dimensional GLBL Core PL Fix Add +16.6% 2.57% +0.24
NU Nu Holdings Ltd./Cayman Isl-A New 0.22% +0.22
RKT Rocket Cos Inc. Class A New 0.04% +0.04
VCSH Vanguard S/T Corp. Bond ETF New 0.03% +0.03
OUNZ Vaneck Merk Gold ETF Add +7.0% 0.12% +0.03
VGUS Vanguard Ultra SHRT Treasury New 0.02% +0.02
DFNM Dimensional National Muni BD Add +8.1% 0.42% +0.02
DFSD Dimensional Short Duration Add +4.9% 10.66% +0.02
GOOGL Alphabet Inc. Class A Add +2.7% 0.04% +0.01
VOO Vanguard S&P 500 ETF Add +10.7% 0.10% +0.01
BPRE Bluerock Private Real Estate New 0.01% +0.01
NVDA Nvidia Corp. Add +2.4% 0.18% +0.01
AMD Advanced Micro Devices Add +1.3% 0.03% +0.01
ROK Rockwell Automation Inc. Add +44.1% 0.02% +0.01
FDX FedEx Corp. Add +0.1% 0.02% +0.00
BNY Bank of New York Mellon Corp. Add +0.0% 0.05% +0.00
AVGO Broadcom Inc. Add +4.5% 0.02% +0.00
DFAR Dimensional US Real Est ETF Add +11.4% 0.11% +0.00
INTC Intel Corp. Add +2.6% 0.01% +0.00
NEE Nextera Energy Inc. Add +0.1% 0.04% +0.00
DFAI Dimensional International Co. Add +0.2% 0.09% +0.00
MRK Merck & Co. Inc. Add +2.4% 0.01% +0.00
UPS United Parcel Service Class B Add +0.6% 0.02% +0.00
MU Micron Technology Inc. Add +3.7% 0.00% +0.00
NOV Nov Inc. Add +0.5% 0.01% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.6% 0.07% +0.00
JPM JPMorgan Chase & Co. Add +4.4% 0.01% +0.00
MRVL Marvell Technology Inc. Add +0.5% 0.00% +0.00
VTIP Vanguard Short-Term Tips New 0.00% +0.00
VTEI Vanguard Int Tax-Exempt Bond Add +13.6% 0.01% +0.00
ELV Elevance Health Inc. Add +10.2% 0.01% +0.00
CSX CSX Corp. Add +0.1% 0.01% +0.00
PSKY Paramount Skydance Class B New 0.00% +0.00
TER Teradyne Inc. Add +16.9% 0.00% +0.00
APH Amphenol Corp. Class A Add +35.6% 0.00% +0.00
SMA Smartstop Self Storage REIT New 0.00% +0.00
COPX Global X Copper Miners ETF Add +52.0% 0.00% +0.00
WDC Western Digital Corp. Add +13.3% 0.00% +0.00
GLW Corning Inc. Add +1.1% 0.00% +0.00
DG Dollar General Corp. Add +6.1% 0.00% +0.00
ECL Ecolab Inc. Add +75.0% 0.00% +0.00
GD General Dynamics Corp. Add +3.6% 0.01% +0.00
IQV Iqvia Holdings Inc. Add +90.9% 0.00% +0.00
MRP Millrose Properties Add +714.3% 0.00% +0.00
CRM Salesforce Inc. Add +11.9% 0.00% +0.00
UTHR United Therapeutics Corp. Add +9.1% 0.00% +0.00
VRTX Vertex Pharmaceuticals Inc. Add +13.0% 0.00% +0.00
AMGN Amgen Inc. Add +7.1% 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,345$1.0BDFCF, DFSD, DFUS, DFLV, DFAS
Q1 2026 1,344$928.1MDFCF, DFSD, DFUS, DFLV, DFAS
Q4 2025 1,367$919.2MDFCF, DFSD, DFUS, DFLV, DFAS
Q3 2025 1,369$881.9MDFCF, DFSD, DFUS, DFLV, DFAS
Q2 2025 1,365$842.4MDFCF, DFSD, DFUS, DFLV, DFIC
Q1 2025 1,381$794.4MDFSD, DFCF, DFUS, DFLV, DFGR
Q4 2024 1,413$790.0MDFSD, DFCF, DFUS, DFLV, DFAS
Q3 2024 1,436$810.9MDFSD, DFCF, DFUS, DFLV, DFAS
Q2 2024 1,410$740.9MDFSD, DFUS, DFCF, DFLV, DFAS
Q1 2024 1,364$741.1MDFSD, DFUS, DFCF, DFLV, DFAS