Top Institutional Investors

DiNuzzo Private Wealth, Inc. — 13F Holdings & Portfolio

CIK 1994563 · latest 13F-HR filed 2026-07-10

Backtest portfolio

DiNuzzo Private Wealth, Inc. manages $1.01B in 13F-reported U.S. long-equity assets across 1,351 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFCF (11.51%), DFSD (9.83%), DFUS (9.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 39 new positions, exited 37, added to 774, and trimmed 314.

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.

Filer Information
Address
1501 3RD STREET
BEAVER, PA 15009
Phone
(724) 728-6564
Filing Manager
DiNuzzo Private Wealth, Inc.
BEAVER, PA
Signatory
Patrick J. DiNuzzo
Chief Compliance Officer
Loading holdings…
AUM

$1.01B

Long-equity book

Holdings

1,351

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+39 / −37 / ↑774 / ↓314

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$12.4M +14.9%
  • DIMENSIONAL ETF TRUST$9.9M +9.3%
  • DIMENSIONAL ETF TRUST$6.9M +13.2%
  • DIMENSIONAL ETF TRUST$6.6M +14.6%
  • DIMENSIONAL ETF TRUST$5.1M +7.9%
Show all 774 →

Top Trims

  • MCDONALDS CORP-$302.3K -12.9%
  • VANECK MERK GOLD ETF-$198.2K -15.4%
  • EQT CORP-$142.7K -16.5%
  • EXXON MOBIL CORP-$78.3K -19.4%
  • AT&T INC-$74.1K -28.6%
Show all 314 →

New Positions

  • HONEYWELL AEROSPACE INC$240.1K
  • FEDEX FGHT HLDG CO INC$54.1K
  • SCHWAB STRATEGIC TR$27.5K
  • SPACE EXPLORATION TECHN CORP$24.1K
  • CARNIVAL CORP LTD$9.3K
Show all 39 →

Exited Positions

  • NU HLDGS LTD$1.6M
  • HONEYWELL INTL INC$491.6K
  • VANGUARD SCOTTSDALE FDS$368.3K
  • VANGUARD MUN BD FDS$87.7K
  • CARNIVAL CORP$8.1K
Show all 37 →
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 $116.4M 11.51% 2,757,601 SH
2 DIMENSIONAL ETF TRUST DFSD 25434V864 $99.3M 9.83% 2,080,578 SH
3 DIMENSIONAL ETF TRUST DFUS 25434V401 $95.9M 9.48% 1,169,867 SH
4 DIMENSIONAL ETF TRUST DFLV 25434V666 $69.5M 6.88% 1,758,222 SH
5 DIMENSIONAL ETF TRUST DFAS 25434V500 $59.2M 5.86% 719,169 SH
6 DIMENSIONAL ETF TRUST DFGR 25434V658 $53.4M 5.28% 1,844,046 SH
7 DIMENSIONAL ETF TRUST DFIC 25434V799 $51.7M 5.11% 1,387,635 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $51.6M 5.11% 1,236,979 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $50.5M 4.99% 1,300,634 SH
10 DIMENSIONAL ETF TRUST DFAC 25434V708 $40.7M 4.02% 917,087 SH
11 DIMENSIONAL ETF TRUST DUSB 25434V591 $31.7M 3.13% 623,822 SH
12 DIMENSIONAL ETF TRUST DFEM 25434V732 $29.1M 2.88% 716,843 SH
13 DIMENSIONAL ETF TRUST DFGP 25434V583 $27.4M 2.71% 502,670 SH
14 DIMENSIONAL ETF TRUST DISV 25434V781 $25.8M 2.55% 641,920 SH
15 DIMENSIONAL ETF TRUST DFUV 25434V724 $24.9M 2.46% 452,669 SH
16 DIMENSIONAL ETF TRUST DIHP 25434V765 $21.9M 2.17% 642,789 SH
17 DIMENSIONAL ETF TRUST DFAW 25434V617 $20.0M 1.98% 241,364 SH
18 DIMENSIONAL ETF TRUST DGCB 25434V567 $17.6M 1.74% 322,435 SH
19 DIMENSIONAL ETF TRUST DFAE 25434V302 $16.1M 1.59% 399,164 SH
20 DIMENSIONAL ETF TRUST DFIV 25434V807 $12.7M 1.25% 234,686 SH
21 DIMENSIONAL ETF TRUST DFAT 25434V609 $9.2M 0.91% 131,670 SH
22 DIMENSIONAL ETF TRUST DEHP 25434V757 $8.4M 0.83% 195,801 SH
23 DIMENSIONAL ETF TRUST DFEV 25434V740 $8.2M 0.81% 192,576 SH
24 DIMENSIONAL ETF TRUST DFAX 25434V880 $6.6M 0.65% 179,273 SH
25 DIMENSIONAL ETF TRUST DFGX 25434V575 $5.7M 0.57% 106,944 SH
26 DIMENSIONAL ETF TRUST DFNM 25434V849 $4.3M 0.42% 88,249 SH
27 APPLE INC AAPL 037833100 $3.3M 0.33% 11,394 SH
28 DIMENSIONAL ETF TRUST DFSU 25434V716 $2.6M 0.26% 55,471 SH
29 MCDONALDS CORP MCD 580135101 $2.1M 0.20% 7,585 SH
30 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.17% 8,770 SH
31 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 0.16% 5,907 SH
32 DIMENSIONAL ETF TRUST DFIS 25434V773 $1.6M 0.16% 47,037 SH
33 MICROSOFT CORP MSFT 594918104 $1.5M 0.15% 4,071 SH
34 DIMENSIONAL ETF TRUST DFSI 25434V690 $1.3M 0.13% 28,558 SH
35 DIMENSIONAL ETF TRUST DFAR 25434V823 $1.2M 0.12% 46,059 SH
36 VANECK MERK GOLD ETF OUNZ 921078101 $1.1M 0.11% 28,240 SH
37 VANGUARD INDEX FDS VUG 922908736 $1.1M 0.11% 12,612 SH
38 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.11% 1,551 SH
39 VANGUARD INTL EQUITY INDEX F VEU 922042775 $984.4K 0.10% 11,754 SH
40 INVESCO QQQ TR QQQ 46090E103 $972.9K 0.10% 1,321 SH
41 ISHARES TR IWD 464287598 $959.6K 0.09% 3,958 SH
42 VANGUARD SCOTTSDALE FDS VONV 92206C714 $946.6K 0.09% 8,904 SH
43 VANGUARD MALVERN FDS VTIP 922020805 $915.3K 0.09% 18,223 SH
44 WESBANCO INC WSBC 950810101 $888.3K 0.09% 22,759 SH
45 ADVANCED MICRO DEVICES INC AMD 007903107 $848.7K 0.08% 1,461 SH
46 DIMENSIONAL ETF TRUST DFAI 25434V203 $801.5K 0.08% 19,429 SH
47 VANGUARD INDEX FDS VTI 922908769 $797.3K 0.08% 2,155 SH
48 EQT CORP EQT 26884L109 $724.5K 0.07% 13,625 SH
49 DIMENSIONAL ETF TRUST DFSB 25434V674 $684.1K 0.07% 13,128 SH
50 DOMINION ENERGY INC D 25746U109 $613.0K 0.06% 8,977 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $1.01B 1,351 0001994563-26-000003
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