DiNuzzo Private Wealth, Inc.

CIK: 0001994563Latest portfolio: $919.2M · Q4 2025

Holdings

1,367

Total Value

$919.2M

New Positions

42

Closed Positions

43

#StockSharesValue% PortfolioChangeType
1
DFCFDIMENSIONAL ETF TRUST
2,443,342$104.0M11.31%+199K
2
DFSDDIMENSIONAL ETF TRUST
2,043,634$98.0M10.66%+96K
3
DFUSDIMENSIONAL ETF TRUST
1,177,545$87.3M9.50%-46,128
4
DFLVDIMENSIONAL ETF TRUST
1,815,396$62.1M6.76%-31,095
5
DFASDIMENSIONAL ETF TRUST
735,392$51.2M5.57%-4,140
6
DFGRDIMENSIONAL ETF TRUST
1,815,929$48.0M5.22%+128K
7
DFICDIMENSIONAL ETF TRUST
1,391,429$47.9M5.22%-96,273
8
DUHPDIMENSIONAL ETF TRUST
1,219,564$46.4M5.05%-20,442
9
DFSVDIMENSIONAL ETF TRUST
1,351,902$44.5M4.84%-7,475
10
DFACDIMENSIONAL ETF TRUST
907,983$35.9M3.91%-16,139
11
DUSBDIMENSIONAL ETF TRUST
565,854$28.7M3.12%+118K
12
DISVDIMENSIONAL ETF TRUST
660,239$25.1M2.73%-69,379
13
DFEMDIMENSIONAL ETF TRUST
735,429$24.3M2.65%-31,833
14
DFGPDIMENSIONAL ETF TRUST
436,497$23.6M2.57%+62K
15
DFUVDIMENSIONAL ETF TRUST
465,337$21.7M2.36%-5,330
16
DIHPDIMENSIONAL ETF TRUST
642,745$20.4M2.21%-23,449
17
DGCBDIMENSIONAL ETF TRUST
329,297$17.9M1.94%+2K
18
DFAWDIMENSIONAL ETF TRUST
234,834$17.4M1.89%-8,747
19
DFAEDIMENSIONAL ETF TRUST
434,485$14.2M1.54%-23,885
20
DFIVDIMENSIONAL ETF TRUST
239,983$12.0M1.30%-7,816
21
DFATDIMENSIONAL ETF TRUST
135,153$8.0M0.88%-1,893
22
DFEVDIMENSIONAL ETF TRUST
209,276$7.1M0.77%-16,408
23
DEHPDIMENSIONAL ETF TRUST
217,678$7.0M0.76%-18,581
24
DFAXDIMENSIONAL ETF TRUST
189,035$6.2M0.67%-6,861
25
DFGXDIMENSIONAL ETF TRUST
107,461$5.7M0.62%+3K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
DFCF2.4M+199K
DFGR1.8M+128K
DUSB566K+118K
DFSD2.0M+96K
DFGP436K+62K
DFNM80K+6K
DFAR45K+5K
DFGX107K+3K
DGCB329K+2K
OUNZ27K+2K

Decreased Positions

NameSharesChange
DFIC1.4M-96273
DISV660K-69379
DFUS1.2M-46128
DFEM735K-31833
DFLV1.8M-31095
DFAE434K-23885
DIHP643K-23449
DUHP1.2M-20442
DEHP218K-18581
DFEV209K-16408

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.3071983175016333e+236T)
Industrials0.0% ($4.242071881841261e+226T)
Consumer Cyclical0.0% ($2.3094534382008242e+165T)
Healthcare0.0% ($1.421301129352453e+127T)
Unknown0.0% ($7.755448377702728e+89T)
Energy0.0% ($7.30312122108794e+72T)
Consumer Defensive0.0% ($1.0799763926242017e+60T)
Basic Materials0.0% ($8.041261410101098e+52T)
Communication Services0.0% ($3.412221991617852e+52T)
Utilities0.0% ($5.153322914963333e+43T)
Real Estate0.0% ($93351818171614768.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$919.2M1,371
Q3 2025Oct 14, 2025$881.9B1,373
Q2 2025Jul 17, 2025$842.4B1,369
Q1 2025Apr 25, 2025$794.4B1,386

Fund Information

CIK0001994563
Most Recent FilingJan 16, 2026
Number of Filings4

DiNuzzo Private Wealth, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $919.2M across 1,367 holdings. The largest position is DIMENSIONAL ETF TRUST (DFCF), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 44 new positions and closed 46 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.