DiNuzzo Private Wealth, Inc. — 13F Holdings & Portfolio
CIK 1994563 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$928.1M
Long-equity book
Holdings
1,349
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+22 / −44 / ↑503 / ↓479
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$2.8M +6.2%
- DIMENSIONAL ETF TRUST$1.3M +5.3%
- DIMENSIONAL ETF TRUST$1.2M +5.1%
- DIMENSIONAL ETF TRUST$269.6K +7.0%
- VANECK MERK GOLD ETF$161.4K +14.3%
Top Trims
- MICROSOFT CORP-$474.3K -23.9%
- NU HLDGS LTD-$370.6K -18.4%
- APPLE INC-$350.3K -10.6%
- ROCKET COS INC-$325.0K -99.8%
- INTERNATIONAL BUSINESS MACHS-$318.0K -18.2%
New Positions
- CAPITAL GROUP DIVIDEND VALUE$38.7K
- CAPITAL GROUP GBL GROWTH EQT$37.5K
- WEDBUSH SER TR$34.8K
- NEBIUS GROUP N.V.$14.3K
- ASTERA LABS INC$9.1K
Exited Positions
- BLUEROCK PVT REAL ESTATE FD$81.7K
- PIPER SANDLER COMPANIES$8.5K
- METTLER TOLEDO INTERNATIONAL$4.2K
- AMCOR PLC$3.1K
- COMERICA INC$2.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $106.5M | 11.47% | 2,521,571 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $97.7M | 10.53% | 2,041,183 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $83.4M | 8.99% | 1,176,569 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $64.4M | 6.94% | 1,804,410 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $52.3M | 5.64% | 735,546 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $49.2M | 5.30% | 1,385,033 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $48.9M | 5.27% | 1,839,517 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $47.2M | 5.09% | 1,347,565 | SH |
| 9 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $45.0M | 4.85% | 1,225,021 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $35.6M | 3.84% | 917,351 | SH |
| 11 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $28.8M | 3.10% | 568,272 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $25.6M | 2.76% | 740,196 | SH |
| 13 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $25.5M | 2.75% | 646,728 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $24.9M | 2.68% | 460,302 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $22.1M | 2.38% | 455,449 | SH |
| 16 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $20.6M | 2.22% | 639,744 | SH |
| 17 | DIMENSIONAL ETF TRUST | DGCB | 25434V567 | $17.6M | 1.90% | 325,412 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $17.2M | 1.85% | 233,140 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $14.4M | 1.55% | 425,244 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $12.5M | 1.35% | 237,577 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $8.4M | 0.90% | 133,937 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $7.3M | 0.79% | 205,355 | SH |
| 23 | DIMENSIONAL ETF TRUST | DEHP | 25434V757 | $7.2M | 0.78% | 213,393 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $6.3M | 0.68% | 184,475 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $5.5M | 0.60% | 105,331 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $4.1M | 0.44% | 86,095 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $3.0M | 0.32% | 11,651 | SH |
| 28 | MCDONALDS CORP | MCD | 580135101 | $2.4M | 0.25% | 7,570 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.3M | 0.25% | 55,352 | SH |
| 30 | NU HLDGS LTD | NU | G6683N103 | $1.6M | 0.18% | 114,000 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $1.6M | 0.17% | 48,007 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.16% | 8,763 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.16% | 4,078 | SH |
| 34 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.4M | 0.15% | 5,908 | SH |
| 35 | VANECK MERK GOLD ETF | OUNZ | 921078101 | $1.3M | 0.14% | 28,590 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $1.2M | 0.13% | 28,579 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $1.1M | 0.12% | 45,981 | SH |
| 38 | VANGUARD INDEX FDS | VUG | 922908736 | $918.1K | 0.10% | 2,102 | SH |
| 39 | VANGUARD INDEX FDS | VOO | 922908363 | $883.2K | 0.10% | 1,478 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $870.8K | 0.09% | 11,595 | SH |
| 41 | EQT CORP | EQT | 26884L109 | $867.2K | 0.09% | 13,626 | SH |
| 42 | ISHARES TR | IWD | 464287598 | $845.8K | 0.09% | 3,958 | SH |
| 43 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $834.7K | 0.09% | 8,904 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $824.9K | 0.09% | 21,174 | SH |
| 45 | WESBANCO INC | WSBC | 950810101 | $784.2K | 0.08% | 22,736 | SH |
| 46 | INVESCO QQQ TR | QQQ | 46090E103 | $762.5K | 0.08% | 1,321 | SH |
| 47 | VANGUARD INDEX FDS | VTI | 922908769 | $701.6K | 0.08% | 2,187 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $549.9K | 0.06% | 10,628 | SH |
| 49 | DOMINION ENERGY INC | D | 25746U109 | $549.8K | 0.06% | 8,893 | SH |
| 50 | VANGUARD WORLD FD | VPU | 92204A876 | $539.7K | 0.06% | 2,724 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $928.1M | 1,349 | 0001994563-26-000002 |
| 2025-12-31 | 2026-01-16 | $919.2M | 1,371 | 0001994563-26-000001 |