What is DiNuzzo Private Wealth, Inc.'s portfolio value?

As of Q4 2025, DiNuzzo Private Wealth, Inc. manages $919.2M across 1367 reported positions in their SEC 13F filing.

What are DiNuzzo Private Wealth, Inc.'s top holdings?

DiNuzzo Private Wealth, Inc.'s largest 13F positions include DFCF, DFSD, DFUS, representing approximately 31.5% of the reported portfolio.

How many stocks does DiNuzzo Private Wealth, Inc. hold?

DiNuzzo Private Wealth, Inc. holds 1367 reported positions as of their Q4 2025 13F filing.

When did DiNuzzo Private Wealth, Inc. last file a 13F?

The most recent 13F filing from DiNuzzo Private Wealth, Inc. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

DiNuzzo Private Wealth, Inc.

CIK: 0001994563SEC EDGAR →

Portfolio Value

$919.2M

Holdings

1,367

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DFCF DIMENSIONAL ETF TRUST	2,443,342	$104.0M	11.31%
2	DFSD DIMENSIONAL ETF TRUST	2,043,634	$98.0M	10.66%
3	DFUS DIMENSIONAL ETF TRUST	1,177,545	$87.3M	9.50%
4	DFLV DIMENSIONAL ETF TRUST	1,815,396	$62.1M	6.76%
5	DFAS DIMENSIONAL ETF TRUST	735,392	$51.2M	5.57%
6	DFGR DIMENSIONAL ETF TRUST	1,815,929	$48.0M	5.22%
7	DFIC DIMENSIONAL ETF TRUST	1,391,429	$47.9M	5.22%
8	DUHP DIMENSIONAL ETF TRUST	1,219,564	$46.4M	5.05%
9	DFSV DIMENSIONAL ETF TRUST	1,351,902	$44.5M	4.84%
10	DFAC DIMENSIONAL ETF TRUST	907,983	$35.9M	3.91%

Quarterly Changes

Top Buys

DFCF↑ Increased

$8.8M

DUSB↑ Increased

$5.9M

DFSD↑ Increased

$4.1M

DFGP↑ Increased

$3.1M

NUNEW

$2.0M

Top Sells

DFLV↓ Decreased

$1.9M

DFUS↓ Decreased

$1.5M

DFAC↓ Decreased

$1.1M

DFUV↓ Decreased

$764K

DUHP↓ Decreased

$723K

New Positions (44)

$2.0M · 120K shares

$325K · 17K shares

$316K · 4K shares

$200K · 3K shares

$81K · 5K shares

$26K · 540 shares

$8K · 175 shares

$7K · 565 shares

$5K · 179 shares

$1K · 11 shares

$0 · 2 shares

$0 · 1 shares

$0 · 16 shares

$0 · 5 shares

$0 · 1 shares

$0 · 3 shares

$0 · 4 shares

$0 · 1 shares

$0 · 4 shares

$0 · 5 shares

$0 · 4 shares

$0 · 3 shares

$0 · 5 shares

$0 · 1 shares

$0 · 14 shares

$0 · 1 shares

$0 · 6 shares

$0 · 40 shares

$0 · 6 shares

$0 · 15 shares

$0 · 3 shares

$0 · 3 shares

$0 · 8 shares

$0 · 14 shares

$0 · 54 shares

$0 · 1 shares

$0 · 21 shares

$0 · 6 shares

$0 · 6 shares

$0 · 22 shares

$0 · 3 shares

$0 · 22 shares

$0 · 6 shares

$0 · 2 shares

Closed Positions (46)

$12K · 557 shares

$4K · 52 shares

$2K · 71 shares

$2K · 6 shares

$2K · 25 shares

$1K · 11 shares

$1K · 500 shares

$915 · 58 shares

$777 · 29 shares

$720 · 6 shares

$672 · 5 shares

$648 · 25 shares

$530 · 5 shares

$505 · 50 shares

$503 · 8 shares

$466 · 19 shares

$427 · 18 shares

$378 · 2 shares

$376 · 13 shares

$373 · 250 shares

$345 · 82 shares

$293 · 3 shares

$279 · 13 shares

$226 · 1 shares

$222 · 3 shares

$209 · 33 shares

$193 · 3 shares

$168 · 1 shares

$167 · 4 shares

$165 · 2 shares

$164 · 3 shares

$148 · 4 shares

$128 · 2 shares

$108 · 3 shares

$102 · 4 shares

$100 · 4 shares

$94 · 2 shares

$91 · 1 shares

$65 · 13 shares

$56 · 5 shares

$51 · 2 shares

$46 · 2 shares

$38 · 1 shares

$32 · 16 shares

$32 · 1 shares

$18 · 1 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	318	$893.0M	97.2%
Technology	195	$12.1M	1.3%
Consumer Cyclical	155	$3.9M	0.4%
Industrials	203	$2.3M	0.2%
Unknown	85	$1.7M	0.2%
Energy	66	$1.6M	0.2%
Communication Services	49	$1.2M	0.1%
Utilities	47	$945K	0.1%
Healthcare	115	$918K	0.1%
Consumer Defensive	60	$466K	0.1%
Basic Materials	55	$247K	0.0%
Real Estate	19	$241K	0.0%