DiNuzzo Private Wealth, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), DiNuzzo Private Wealth, Inc. reported 1,344 stock positions worth $928.1 million. Its top holding was Dimensional Core Fixed (DFCF) at 11.5% of the portfolio, followed by Dimensional Short Duration (DFSD, 10.5%) and Dimensional US Eq MKT ETF (DFUS, 9.0%). Compared with Q4 2025, it opened 20 new positions, sold out of 44, added to 281 and reduced 297. The biggest buy was Dimensional Core Fixed (DFCF, shares +3%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVER, PA
- CIK
- 0001994563
- Portfolio Value
- $928.1M (Q1 2026)
- SEC Filing
- 0001994563-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 1,344 stocks · $928.1M
| DFCF Dimensional Core Fixed Inc. | 11.47% | 2,521,571 | $106.5M | Add +3.2% |
| DFSD Dimensional Short Duration | 10.53% | 2,041,183 | $97.7M | Reduce -0.1% |
| DFUS Dimensional US Eq MKT ETF | 8.99% | 1,176,569 | $83.4M | Reduce -0.1% |
| DFLV Dim US Large Cap Value ETF | 6.94% | 1,804,410 | $64.4M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 5.64% | 735,546 | $52.3M | Add +0.0% |
| DFIC Dimensional International Co. | 5.30% | 1,385,033 | $49.2M | Reduce -0.5% |
| DFGR Dim Global Real Estate ETF | 5.27% | 1,839,517 | $48.9M | Add +1.3% |
| DFSV Dimensional US Small Cap Val | 5.09% | 1,347,565 | $47.2M | Reduce -0.3% |
| DUHP Dimensional US High Profi Et | 4.85% | 1,225,021 | $45.0M | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 3.84% | 917,351 | $35.6M | Add +1.0% |
| DUSB Dimension Ultrashort Fi ETF | 3.10% | 568,272 | $28.8M | Add +0.4% |
| DFEM Dimensional Emrg MRKT Core | 2.76% | 740,196 | $25.6M | Add +0.7% |
| DISV Dimensional International SM | 2.75% | 646,728 | $25.5M | Reduce -2.0% |
| DFGP Dimensional GLBL Core PL Fix | 2.68% | 460,302 | $24.9M | Add +5.5% |
| DFUV Dimensional US Marketwide Va | 2.38% | 455,449 | $22.1M | Reduce -2.1% |
| DIHP Dimensional International Hi | 2.22% | 639,744 | $20.6M | Reduce -0.5% |
| DGCB Dimensional Global Credit | 1.90% | 325,412 | $17.6M | Reduce -1.2% |
| DFAW Dimensional World Eqty ETF | 1.85% | 233,140 | $17.2M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 1.55% | 425,244 | $14.4M | Reduce -2.1% |
| DFIV Dimensional International Va | 1.35% | 237,577 | $12.5M | Reduce -1.0% |
| DFAT Dimensional US Target Value | 0.90% | 133,937 | $8.4M | Reduce -0.9% |
| DFEV Dimensional Emrg MRKT Val | 0.79% | 205,355 | $7.3M | Reduce -1.9% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.78% | 213,393 | $7.2M | Reduce -2.0% |
| DFAX Dimensional World Ex US Core | 0.68% | 184,475 | $6.3M | Reduce -2.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.60% | 105,331 | $5.5M | Reduce -2.0% |
| DFNM Dimensional National Muni BD | 0.44% | 86,095 | $4.1M | Add +7.5% |
| AAPL Apple Inc. | 0.32% | 11,651 | $3.0M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.25% | 7,570 | $2.4M | Add +0.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.25% | 55,352 | $2.3M | Add +9.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.18% | 114,000 | $1.6M | Reduce -5.0% |
| DFIS Dimensional International SM | 0.17% | 48,007 | $1.6M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.16% | 8,763 | $1.5M | Add +0.1% |
| MSFT Microsoft Corp. | 0.16% | 4,078 | $1.5M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 5,908 | $1.4M | No change |
| OUNZ Vaneck Merk Gold ETF | 0.14% | 28,590 | $1.3M | Add +5.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.13% | 28,579 | $1.2M | Add +4.8% |
| DFAR Dimensional US Real Est ETF | 0.12% | 45,981 | $1.1M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,875 | $920K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,102 | $918K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,478 | $883K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 11,595 | $871K | No change |
| EQT Eqt Corp. | 0.09% | 13,626 | $867K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 3,958 | $846K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 8,904 | $835K | No change |
| DFAI Dimensional International Co. | 0.09% | 21,174 | $825K | Add +0.1% |
| WSBC Wesbanco Inc. | 0.08% | 22,736 | $784K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,321 | $762K | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 2,187 | $702K | Add +8.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.06% | 10,628 | $550K | Add +1.4% |
| D Dominion Energy Inc. | 0.06% | 8,893 | $550K | Add +1.1% |
| VPU Vanguard Utilities ETF | 0.06% | 2,724 | $540K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 1,084 | $519K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 4,209 | $499K | Add +0.1% |
| ORCL Oracle Corp. | 0.05% | 3,387 | $498K | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.05% | 756 | $494K | No change |
| HON Honeywell International Inc. | 0.05% | 2,175 | $492K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,493 | $489K | No change |
| AMZN Amazon.com Inc. | 0.04% | 1,967 | $410K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.04% | 2,381 | $404K | Reduce -8.3% |
| NEE Nextera Energy Inc. | 0.04% | 4,140 | $385K | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 4,647 | $368K | Add +17.2% |
| TSLA Tesla Inc. | 0.04% | 974 | $362K | No change |
| IWM iShares Russell 2000 ETF | 0.03% | 1,301 | $323K | No change |
| USB US Bancorp | 0.03% | 6,193 | $322K | No change |
| IWN iShares Russell 2000 Value E | 0.03% | 1,665 | $316K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 1,090 | $313K | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.03% | 1,460 | $297K | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 0.03% | 717 | $275K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,965 | $268K | No change |
| MA Mastercard Inc. Class A | 0.03% | 519 | $259K | No change |
| T AT&T Inc. | 0.03% | 8,938 | $259K | No change |
| FDX FedEx Corp. | 0.03% | 718 | $256K | No change |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.03% | 2,880 | $242K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,646 | $227K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 2,325 | $226K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,406 | $221K | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 1,940 | $219K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,476 | $219K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 5,001 | $212K | Add +13.9% |
| VGUS Vanguard Ultra SHRT Treasury | 0.02% | 2,652 | $201K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 832 | $197K | No change |
| UPS United Parcel Service Class B | 0.02% | 1,901 | $187K | Add +0.2% |
| MPC Marathon Petroleum Corp. | 0.02% | 750 | $183K | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.02% | 304 | $174K | Add +0.3% |
| ROK Rockwell Automation Inc. | 0.02% | 474 | $170K | No change |
| AVGO Broadcom Inc. | 0.02% | 511 | $158K | Reduce -0.4% |
| IHDG Wisdomtree International Hed | 0.02% | 3,090 | $149K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 514 | $147K | No change |
| TT Trane Technologies PLC | 0.01% | 324 | $135K | No change |
| NOV Nov Inc. | 0.01% | 6,931 | $130K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 423 | $124K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.01% | 134 | $123K | Add +0.8% |
| CSX CSX Corp. | 0.01% | 2,976 | $122K | No change |
| EMR Emerson Electric Co. | 0.01% | 868 | $114K | No change |
| MRK Merck & Co. Inc. | 0.01% | 921 | $111K | Add +3.5% |
| GD General Dynamics Corp. | 0.01% | 318 | $109K | No change |
| PG The Procter & Gamble Co. | 0.01% | 748 | $108K | Reduce -0.7% |
| PEP Pepsico Inc. | 0.01% | 693 | $108K | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.01% | 1,023 | $107K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.01% | 490 | $107K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 18 | $2 | No change |
Total filed on the 13F, all lines: $928.1M.
Portfolio Sells Q4 2025 → Q1 2026
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 8.99% | −0.51 |
| DFSD Dimensional Short Duration | Reduce -0.1% | 10.53% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.16% | −0.05 |
| DGCB Dimensional Global Credit | Reduce -1.2% | 1.90% | −0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -5.0% | 0.18% | −0.04 |
| AAPL Apple Inc. | Reduce -4.2% | 0.32% | −0.04 |
| DFAW Dimensional World Eqty ETF | Reduce -0.7% | 1.85% | −0.04 |
| RKT Rocket Cos Inc. Class A | Reduce -99.7% | 0.00% | −0.04 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -2.0% | 0.60% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.05% | −0.02 |
| BPRE Bluerock Private Real Estate | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.7% | 0.01% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.03% | −0.00 |
| JNJ Johnson & Johnson | Reduce -31.9% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.01% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -73.6% | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -21.4% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.02% | −0.00 |
| BAC Bank of America Corp. | Reduce -4.7% | 0.01% | −0.00 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.03% | −0.00 |
| V Visa Inc. Class A | Reduce -0.3% | 0.01% | −0.00 |
| COF Capital One Financial Corp. | Reduce -0.9% | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.01% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -25.5% | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -6.7% | 0.00% | −0.00 |
| ELV Elevance Health Inc. | Reduce -2.0% | 0.00% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -0.7% | 0.00% | −0.00 |
| APO Apollo Global Management Inc. | Reduce -55.9% | 0.00% | −0.00 |
| MS Morgan Stanley | Reduce -3.7% | 0.01% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.4% | 0.00% | −0.00 |
| PIPR Piper Sandler Cos | Sold out | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -6.4% | 0.00% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -4.0% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -20.3% | 0.00% | −0.00 |
| BX Blackstone Inc. | Reduce -0.8% | 0.00% | −0.00 |
| HOOD Robinhood Markets Inc. Class A | Reduce -2.6% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.00% | −0.00 |
| AXP American Express Co. | Reduce -3.9% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -6.5% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.00% | −0.00 |
| FICO Fair Isaac Corp. | Reduce -16.7% | 0.00% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -0.9% | 0.00% | −0.00 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.00 |
| PGR Progressive Corp. | Reduce -1.5% | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -23.8% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -4.3% | 0.00% | −0.00 |
| PSKY Paramount Skydance Class B | Reduce -2.3% | 0.00% | −0.00 |
| ROP Roper Technologies Inc. | Reduce -40.0% | 0.00% | −0.00 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Reduce -10.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFCF Dimensional Core Fixed Inc. | Add +3.2% | 11.47% | +0.16 |
| DFGP Dimensional GLBL Core PL Fix | Add +5.5% | 2.68% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +0.7% | 2.76% | +0.11 |
| DFAS Dimensional US Small Cap ETF | Add +0.0% | 5.64% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +1.3% | 5.27% | +0.05 |
| DFNM Dimensional National Muni BD | Add +7.5% | 0.44% | +0.03 |
| OUNZ Vaneck Merk Gold ETF | Add +5.3% | 0.14% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +9.5% | 0.25% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +17.2% | 0.04% | +0.01 |
| CGDV Cap Group Dividend Value | New | 0.00% | +0.00 |
| DFAR Dimensional US Real Est ETF | Add +1.3% | 0.12% | +0.00 |
| CGGO Cap Group Global Growth | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +171.0% | 0.01% | +0.00 |
| VPU Vanguard Utilities ETF | Add +0.7% | 0.06% | +0.00 |
| IVES Dan Wedbush AI Rev ETF | New | 0.00% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +4.8% | 0.13% | +0.00 |
| D Dominion Energy Inc. | Add +1.1% | 0.06% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +13.9% | 0.02% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +391.7% | 0.00% | +0.00 |
| WSBC Wesbanco Inc. | Add +0.1% | 0.08% | +0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.25% | +0.00 |
| MRK Merck & Co. Inc. | Add +3.5% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.0% | 0.08% | +0.00 |
| SOLS Solstice Adv Materials Inc. | Add +0.2% | 0.00% | +0.00 |
| INTC Intel Corp. | Add +0.1% | 0.01% | +0.00 |
| NBIS Nebius Group NV | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +3.1% | 0.00% | +0.00 |
| DFAI Dimensional International Co. | Add +0.1% | 0.09% | +0.00 |
| ALAB Astera Labs Inc. | New | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +1.2% | 0.00% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +101.7% | 0.00% | +0.00 |
| TER Teradyne Inc. | Add +1.2% | 0.00% | +0.00 |
| WAT Waters Corp. | Add +300.0% | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.05% | +0.00 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +1.7% | 0.00% | +0.00 |
| TLSA Tiziana Life Sciences Ltd. | New | 0.00% | +0.00 |
| MU Micron Technology Inc. | Add +2.4% | 0.00% | +0.00 |
| XLE SS Energy Select Sector | Add +81.8% | 0.00% | +0.00 |
| TGT Target Corp. | Add +345.4% | 0.00% | +0.00 |
| CTVA Corteva Inc. | Add +0.5% | 0.00% | +0.00 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +6.0% | 0.01% | +0.00 |
| LNG Cheniere Energy Inc. | Add +4.0% | 0.00% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +5.3% | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +8.0% | 0.00% | +0.00 |
| STZ Constellation Brands Inc. Class A | Add +750.0% | 0.00% | +0.00 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +1.4% | 0.06% | +0.00 |
| MKSI MKS Inc. | Add +160.0% | 0.00% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +1.8% | 0.00% | +0.00 |
| MSI Motorola Solutions Inc. | Add +15.4% | 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 |