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Stock research / United States / Funds / DiNuzzo Private Wealth, Inc.

DiNuzzo Private Wealth, Inc.

CIK 1994563 · latest 13F filed 16 October 2026 · Read the filing on EDGAR

DiNuzzo Private Wealth, Inc. reported 1,367 US-listed holdings worth $1.01 billion in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: Dimensional ETF Trust (11.7%), Dimensional ETF Trust (9.8%) and Dimensional ETF Trust (9.7%). Against the quarter before, it opened 55 positions, added to 228, trimmed 234 and sold out of 34.

Reported holdings$1.01B-0.5% on Q2 2026
Positions1,367+20 on Q2 2026
The largest ten68.1%of its reported holdings
Latest 13FQ3 2026filed 16 October 2026
Where the money is
OpenedAdded toTrimmed
DFCF11.7%DFSD9.8%DFUS9.7%DFLV7.0%DFAS5.5%DFIC5.3%Dfa5.2%DFGR5.1%DFA4.8%DFAC4.0%DUSB3.2%DFEM2.8%DISV2.8%DFGP2.7%1,353 more20.5%

The 14 largest of its 1,367 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $790.0 million in 1,413 positions$790MQ4 24Q1 2025: $794.4 million in 1,381 positions$794MQ1 25Q2 2025: $842.4 million in 1,365 positions$842MQ2 25Q3 2025: $881.9 million in 1,369 positions$882MQ3 25Q4 2025: $919.2 million in 1,367 positions$919MQ4 25Q1 2026: $928.1 million in 1,345 positions$928MQ1 26Q2 2026: $1.01 billion in 1,347 positions$1.01BQ2 26Q3 2026: $1.01 billion in 1,368 positions$1.01BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 55Added 228Held 851Trimmed 234Sold out 34
Opened: 55Added: 228Held: 851Trimmed: 234Sold out: 34

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 55

  1. Dfa Invt Dimensions Group in$52.5 million
  2. DFA US Small Cap Value ETF$48.6 million
  3. Dfa Invt Dimensions Group in$1.1 million
  4. ExxonMobil Holdings Corp. XOM$462,604
  5. Honeywell International Inc. HON$236,675
  6. iShares Trust IWF$15,783
  7. STMicroelectronics N.V. STM$14,674
  8. iShares Core MSCI Eafe ETF IEFA$14,629

and 47 more in the table below

Added to 228

  1. Dimensional ETF Trust DFCF+174,731 shares · +6%
  2. Dimensional ETF Trust DFSD+43,929 shares · +2%
  3. Dimensional ETF Trust DFGP+23,964 shares · +5%
  4. Dimensional ETF Trust DFGR+37,562 shares · +2%
  5. Dimensional ETF Trust DFIC+17,387 shares · +1%
  6. Dimensional ETF Trust DFNM+10,455 shares · +12%
  7. Dimensional ETF Trust DUSB+8,224 shares · +1%
  8. Dimensional ETF Trust DFUS+4,551 shares · +0%

and 220 more in the table below

Trimmed 234

  1. Dimensional ETF Trust DFAW-15,108 shares · -6%
  2. Dimensional ETF Trust DFEM-11,398 shares · -2%
  3. Dimensional ETF Trust DFUV-6,291 shares · -1%
  4. Dimensional ETF Trust DFAT-5,006 shares · -4%
  5. Dimensional ETF Trust DFAC-7,383 shares · -1%
  6. Dimensional ETF Trust DFLV-8,024 shares · -0%
  7. Dimensional ETF Trust DFIV-5,299 shares · -2%
  8. Dimensional ETF Trust DFAX-6,834 shares · -4%

and 226 more in the table below

Sold out of 34

  1. Dimensional ETF Trust DUHP$51.6 million last quarter
  2. Dimensional ETF Trust DFSV$50.5 million last quarter
  3. Dimensional ETF Trust DFAR$1.2 million last quarter
  4. ExxonMobil Holdings Corp. XOM$325,630 last quarter
  5. Saul Centers, Inc. BFS$22,434 last quarter
  6. Sila Realty Trust Inc. SILA$22,315 last quarter
  7. John Hancock Exchange Traded JHMM$5,548 last quarter
  8. iShares Trust EFG$5,475 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFCF2,932,332$117.6 million11.69%+174,731
Dimensional ETF Trust DFSD2,124,507$98.7 million9.81%+43,929
Dimensional ETF Trust DFUS1,174,418$97.5 million9.69%+4,551
Dimensional ETF Trust DFLV1,750,198$70.3 million6.99%-8,024
Dimensional ETF Trust DFAS717,924$55.6 million5.52%-1,245
Dimensional ETF Trust DFIC1,405,022$52.8 million5.25%+17,387
Dfa Invt Dimensions Group in1,252,931$52.5 million5.22%new
Dimensional ETF Trust DFGR1,881,608$50.9 million5.06%+37,562
DFA US Small Cap Value ETF1,297,318$48.6 million4.83%new
Dimensional ETF Trust DFAC909,704$40.4 million4.02%-7,383
Dimensional ETF Trust DUSB632,046$31.9 million3.17%+8,224
Dimensional ETF Trust DFEM705,445$28.0 million2.78%-11,398
Dimensional ETF Trust DISV645,733$28.0 million2.78%+3,813
Dimensional ETF Trust DFGP526,634$27.3 million2.72%+23,964
Dimensional ETF Trust DFUV446,378$24.6 million2.44%-6,291
Dimensional ETF Trust DIHP653,738$22.0 million2.19%+10,949
Dimensional ETF Trust DFAW226,256$18.6 million1.85%-15,108
Dimensional ETF Trust DGCB321,181$16.7 million1.66%-1,254
Dimensional ETF Trust DFAE400,367$15.7 million1.56%+1,203
Dimensional ETF Trust DFIV229,387$12.8 million1.27%-5,299
Dimensional ETF Trust DFAT126,664$8.4 million0.84%-5,006
Dimensional ETF Trust DFEV193,811$8.2 million0.82%+1,235
Dimensional ETF Trust DEHP196,062$8.1 million0.80%+261
Dimensional ETF Trust DFAX172,439$6.4 million0.63%-6,834
Dimensional ETF Trust DFGX103,647$5.3 million0.53%-3,297
Dimensional ETF Trust DFNM98,704$4.5 million0.45%+10,455
Apple Inc. AAPL10,836$3.6 million0.36%-558
Dimensional ETF Trust DFSU55,626$2.6 million0.26%+155
Microsoft Corp. MSFT4,173$2.1 million0.21%+102
NVIDIA Corp. NVDA8,720$2.0 million0.20%-50
McDonald's Corp. MCD7,601$1.8 million0.17%+16
Dimensional ETF Trust DFIS46,780$1.7 million0.17%-257
International Business Machines Corp. IBM5,907$1.3 million0.13%no change
Dimensional ETF Trust DFSI28,734$1.3 million0.13%+176
Vaneck Merk Gold ETF OUNZ31,140$1.2 million0.12%+2,900
Vanguard Growth ETF VUG12,612$1.1 million0.11%no change
Dfa Invt Dimensions Group in46,244$1.1 million0.11%new
Vanguard S&P 500 VOO1,551$1.1 million0.11%no change
iShares Russell 1000 Value Inde IWD4,025$998,0310.10%+67
Vanguard Small Cap ETF VB3,875$988,5030.10%no change
Invesco QQQ Trust QQQ1,321$977,5440.10%no change
Vanguard FTSE All-World ex-US ETF VEU11,754$975,2300.10%no change
Vanguard Scottsdale FDS VONV8,904$967,8840.10%no change
Advanced Micro Devices Inc. AMD1,555$951,2870.09%+94
Wesbanco Inc. WSBC22,780$852,4250.08%+21
Vanguard Shrt-Term Infl-Prot Se VTIP16,545$814,3210.08%-1,678
Dimensional ETF Trust DFAI19,557$810,2280.08%+128
VG Totl STK Vprs VTI2,160$808,2230.08%+5
Dimensional ETF Trust DFSB13,453$666,5910.07%+325
EQT Corp. EQT13,625$661,6520.07%no change
Berkshire Hathaway Inc. Class B BRKB1,184$589,5730.06%+100
Bank of New York Mellon Corp. BNY3,913$565,9230.06%-297
iShares Core S&P 500 ETF IVV730$559,0710.06%-15
Dominion Energy, Inc. D9,069$548,8750.05%+92
Vanguard World FD VPU2,762$472,2900.05%+20
Oracle Corp. ORCL3,374$463,2940.05%-3
ExxonMobil Holdings Corp. XOM2,842$462,6040.05%new
Amazon.com Inc. AMZN1,848$460,4300.05%-120
Vaneck ETF Trust SMH717$436,6530.04%no change
Vanguard Value ETF VTV1,929$416,9230.04%+1
Marathon Petroleum Corp. MPC950$375,6490.04%+200
Alphabet Inc. GOOGL1,089$374,7040.04%-1
iShares Russell 2000 ETF IWM1,307$363,0840.04%+6
U.S. Bancorp USB6,193$357,7130.04%no change
iShares Trust IWN1,665$348,6420.03%no change
Tesla, Inc. TSLA973$345,2310.03%-1
NextEra Energy Inc. NEE4,140$313,5640.03%no change
Mastercard Inc. MA518$285,6620.03%no change
iShares Core S&P Mid-Cap ETF IJH3,965$285,2820.03%no change
iShares S&P Growth Index FD IVW1,940$275,9850.03%no change
Applied Materials Inc. AMAT532$272,0550.03%+400
Alphabet Inc. GOOG743$253,1700.03%+230
iShares Trust IWR2,358$251,6230.03%+33
Schwab Fundamental Internationa FNDF4,646$249,7230.02%no change
SPDR Index SHS FDS NANR2,880$241,2580.02%no change
Dimensional ETF Trust DFSE4,941$238,8980.02%no change
Honeywell International Inc. HON1,122$236,6750.02%new
Intel Corp. INTC1,948$234,2090.02%no change
Vanguard Whitehall FDS VYM1,476$229,0780.02%no change
Meta Platforms, Inc. META304$220,5180.02%no change
AT&T Inc. T8,937$218,0630.02%no change
Johnson & Johnson JNJ823$217,7960.02%+395
Rockwell Automation, Inc. ROK474$206,3470.02%no change
FedEx Corp. FDX718$204,6950.02%no change
Verizon Communications Inc. VZ4,405$202,0580.02%-3
Vanguard Instl Index FD VGUS2,652$200,5710.02%no change
Stryker Corp. SYK680$187,2660.02%+663
Broadcom Inc. AVGO513$180,1610.02%-1
United Parcel Service Inc. UPS1,921$179,4990.02%+6
Micron Technology Inc. MU164$174,6790.02%+75
Honeywell Aerospace Inc. Com HONA1,124$174,1870.02%+38
Merck & Co., Inc. MRK1,130$164,2010.02%+200
Lowe's Companies Inc. LOW878$161,7570.02%+46
Wisdomtree Trust IHDG3,090$160,3710.02%no change
JPMorgan Chase & Co. JPM483$159,7910.02%+60
AbbVie Inc. ABBV589$154,1830.02%+100
Eli Lilly & Co. LLY133$153,8920.02%no change
Trane Technologies plc TT324$146,4420.01%no change
CSX Corp. CSX2,982$138,6930.01%+3
Emerson Electric Co. EMR871$135,0930.01%no change
ServiceNow, Inc. NOW1,000$134,0100.01%no change
NOV Inc. NOV6,931$129,8210.01%no change
Vanguard World FD VGT1,000$125,6700.01%no change
Texas Instruments Inc. TXN448$125,4810.01%+400
Automatic Data Processing Inc. ADP471$121,5470.01%+62
Visa Inc. V331$118,9390.01%no change
Chevron Corp. CVX558$113,9500.01%+44
Bank of America Corp. BAC2,043$111,2170.01%-38
Procter & Gamble Co. PG747$108,5250.01%-3
iShares Core S&P Small-Cap ETF IJR780$106,1120.01%no change
General Dynamics Corp. GD318$105,5220.01%no change
Technology Select Sector SPDR ETF XLK520$101,7900.01%no change
Extra Space Storage Inc. EXR715$94,0300.01%no change
Vanguard Ftse Developed Markets VEA1,293$91,2990.01%no change
Seagate Technology Holdings plc STX97$89,4670.01%no change
PepsiCo Inc. PEP688$87,1840.01%-5
Vanguard Mid Cap Value ETF VOE425$83,1010.01%no change
SPDR Ser Trust XRT1,000$82,1500.01%no change
PNC Financial Services Group, Inc. PNC364$80,9030.01%-1
Morgan Stanley MS420$78,9940.01%no change
RPM International Inc. RPM779$76,8640.01%-1
Kimberly Clark Corp. KMB764$74,4370.01%+1
Vanguard Index FDS VOT249$72,7330.01%no change
Schwab Strategic Trust SCHG1,927$69,2380.01%no change
Vanguard Intl Equity Index F VT425$67,0870.01%no change
Sprott Asset Management LP PHYS2,135$66,7620.01%no change
Cisco Systems, Inc. CSCO603$64,9010.01%-1
KLA Corp. KLAC330$64,3270.01%no change
Invesco Exch Traded FD Trust II QQQM210$63,9750.01%no change
Vanguard Specialized Funds VIG271$63,2280.01%no change
Coca-Cola Co. KO708$60,9090.01%+140
Elevance Health, Inc. ELV152$59,1010.01%no change
Warner Bros. Discovery, Inc. WBD1,817$56,2370.01%no change
Dick'S Sporting Goods, Inc. DKS414$55,5970.01%-3
Comcast Corp. CMCSA2,320$50,4750.01%+124
Wedbush Ser Trust IVES1,225$50,2870.00%no change
ConocoPhillips COP399$49,9350.00%+51
General Electric Co. GE159$49,6550.00%no change
RTX Corp. RTX254$47,1560.00%+141
Cummins Inc. CMI91$47,0080.00%no change
UnitedHealth Group Inc. UNH125$45,8850.00%-4
iShares Bitcoin Trust ETF IBIT944$44,6890.00%no change
Capital Group GBL Growth Eqt CGGO1,123$44,6730.00%no change
Capital Group Dividend Value CGDV909$44,4050.00%no change
Royal Caribbean Cruises Ltd. RCL164$43,4770.00%+1
Palantir Technologies Inc. PLTR230$43,0220.00%-4
GE Vernova Inc. GEV45$42,7730.00%no change
Enterprise Products Partners LP EPD1,200$42,7320.00%+200
PPG Industries Inc. PPG408$42,5300.00%no change
Capital One Financial Corp. COF217$41,8970.00%no change
Eaton Corp. plc ETN94$40,3930.00%no change
Deere & Co. DE59$39,6220.00%no change
iShares Silver Trust SLV720$39,2480.00%no change
Fedex Fght Hldg Co. Inc. Common Stock FDXF358$39,1590.00%no change
Lam Research Corp. LRCX119$39,0930.00%-1
iShares Trust ACWI244$38,7390.00%+1
Colgate-Palmolive Co. CL445$37,9680.00%+400
Toll Brothers, Inc. TOL280$37,7300.00%no change
Vanguard Mid Cap Index ETF VO480$37,6420.00%no change
Omega Healthcare Investors Inc. OHI800$37,0480.00%no change
SLB Limited SLB746$36,3460.00%+11
Teradyne, Inc. TER87$34,8800.00%no change
Synopsys Inc. SNPS79$34,3610.00%+1
iShares Trust SCZ405$34,1910.00%no change
Mondelez International, Inc. MDLZ588$33,9990.00%+120
Vanguard Small Cap Growth ETF VBK99$33,4460.00%no change
Quanta Services, Inc. PWR52$33,4110.00%+33
Caterpillar Inc. CAT41$33,2430.00%no change
Philip Morris International Inc. PM172$32,8220.00%no change
Yandex N V NBIS138$32,5520.00%no change
SPDR S&P MidCap 400 ETF MDY50$32,5500.00%no change
Pfizer Inc. PFE1,102$31,4300.00%-20
Astera Labs Inc. ALAB87$30,9700.00%-1
TJX Companies Inc. TJX233$30,8290.00%no change
Solstice Advanced Materials Inc. SOLS542$30,5260.00%no change
Eaton Vance TX Adv Glbl Div ETG1,000$30,3100.00%no change
Yum! Brands, Inc. YUM222$30,2680.00%no change
Walt Disney Co. DIS279$29,2680.00%+70
Schwab Strategic Trust SCHV876$29,1800.00%no change
Valero Energy Corp. VLO75$29,0710.00%no change
BlackRock, Inc. BLK27$28,5740.00%no change
Costco Wholesale Corp. COST31$28,2210.00%no change
Schwab Strategic Trust SCHD866$28,1710.00%no change
HCA Healthcare, Inc. HCA66$28,1650.00%+50
Ameriprise Financial Inc. AMP57$28,0640.00%no change
Progressive Corp. PGR135$27,9670.00%no change
Corning Inc. GLW180$27,6770.00%-11
Qualcomm Inc. QCOM146$26,8700.00%-1
CMS Energy Corp. CMS414$26,1160.00%+375
Abbott Laboratories ABT257$25,4000.00%+135
KKR & Co. Inc. KKR274$25,0170.00%no change
ProShares Trust NOBL456$24,6700.00%no change
Arthur J. Gallagher & Co. AJG108$24,6360.00%+3
Becton Dickinson & Co. BDX136$24,3440.00%no change
SPDR Ser Trust SPYM270$24,2360.00%no change
First Trust Exchange Traded FD CIBR235$24,2270.00%no change
Invesco Exch TRD SLF Idx FD BSCQ1,237$24,1470.00%no change
iShares Core Dividend Growth DGRO316$23,8240.00%no change
Western Digital Corp. WDC52$23,6320.00%no change
Carrier Global Corp. CARR427$23,4260.00%-3
Flex Ltd. FLEX210$23,0980.00%-2
Select Sector SPDR Trust XLV135$22,7370.00%no change
J P Morgan Exchange Traded F JPEF278$22,5940.00%no change
Snap-on Inc. SNA62$22,5280.00%no change
Goldman Sachs Group Inc. GS25$22,5090.00%no change
Analog Devices Inc. ADI56$22,2160.00%no change
BWX Technologies, Inc. BWXT161$22,0570.00%no change
Boeing Co. BA118$21,9540.00%-2
iShares Trust EEM326$21,7740.00%no change
Space Exploration Techn Corp. Class A Com STK SPCX141$21,2720.00%no change
Howmet Aerospace Inc. HWM93$21,0350.00%-1
Toronto-Dominion Bank TD175$20,5680.00%no change
Simon Property Group Inc. SPG100$20,0760.00%no change
Kraft Heinz Co. KHC868$19,7210.00%+2
First Trust FIW187$19,4070.00%no change
Amgen Inc. AMGN46$19,3900.00%no change
Eaton Vance Tax-Managed Buy- ETV1,297$19,3520.00%no change
Dell Technologies Inc. DELL34$18,5510.00%no change
Antero Resources Corp. AR536$17,8980.00%no change
Netflix Inc. NFLX256$17,8130.00%-1
Williams Companies, Inc. WMB262$17,8090.00%no change
Delta Air Lines, Inc. DAL213$17,7770.00%no change
Salesforce, Inc. CRM77$17,6770.00%+5
Vanguard Ftse Emerging Markets VWO290$17,2000.00%no change
Corteva, Inc. CTVA219$17,0060.00%no change
Prologis, Inc. PLD130$16,8800.00%no change
Amphenol Corp. APH198$16,6920.00%+99
iShares Trust IJT104$16,6750.00%no change
Comfort Systems USA Inc. FIX10$16,5410.00%no change
Ovintiv Inc. OVV286$16,5370.00%no change
Arista Networks, Inc. ANET80$16,2880.00%no change
National Fuel Gas Co. NFG211$16,0070.00%+199
America Movil Sab De CV AMX748$15,8510.00%no change
iShares Trust IWF126$15,7830.00%new
Gilead Sciences, Inc. GILD102$15,2040.00%no change
Icici Bank ADR IBN550$15,1530.00%no change
Amplify ETF Trust DIVO325$15,1100.00%no change
Palo Alto Networks Inc. PANW37$14,7010.00%+2
STMicroelectronics N.V. STM275$14,6740.00%new
W. P. Carey Inc. WPC227$14,6720.00%no change
iShares Core MSCI Eafe ETF IEFA151$14,6290.00%new
American Express Co. AXP48$14,5970.00%no change
iShares Trust IJK132$14,4690.00%no change
Blackstone Inc. BX129$14,4600.00%no change
Parker-Hannifin Corp. PH15$14,3320.00%no change
M&T Bank Corp. MTB65$14,1480.00%no change
Vertex Pharmaceuticals Inc. VRTX27$14,1160.00%no change
Citigroup Inc. C109$14,1140.00%+3
iShares Trust IJS110$14,0910.00%no change
United Rentals, Inc. URI14$14,0110.00%no change
Travelers Companies, Inc. TRV39$13,9040.00%no change
Marvell Technology, Inc. MRVL52$13,7390.00%no change
Xcel Energy Inc. XEL192$13,5330.00%no change
CVS Health Corp. CVS157$13,4770.00%no change
Ford Motor Co. F1,110$13,3850.00%+1
AMETEK Inc. AME54$13,3780.00%no change
Bristol-Myers Squibb Co. BMY214$13,3540.00%no change
Dollar General Corp. DG107$12,7960.00%+1
Lockheed Martin Corp. LMT25$12,7320.00%no change
First Trust Exchange-Traded FD FTCS135$12,6700.00%no change
Select Sector SPDR Trust XLE206$12,6690.00%+52
Invesco Exchange-Traded FD Trust II S&P Global Water Index ETF CGW201$12,5310.00%no change
Cigna Group CI46$12,5050.00%+8
Schwab US Large Cap SCHX415$12,4500.00%-678
Sanofi SNY299$12,3280.00%no change
Eagle Cap Growth FD Inc. GRF1,222$12,2280.00%no change
L3Harris Technologies, Inc. LHX51$12,0760.00%+39
McKesson Corp. MCK14$11,9540.00%no change
Linde plc LIN25$11,8670.00%no change
Waters Corp. WAT27$11,8640.00%no change
Best Buy Co., Inc. BBY133$11,7700.00%+1
Newmont Corp. NEM102$11,7650.00%no change
Coreweave Inc. CRWV135$11,7620.00%no change
Union Pacific Corp. UNP43$11,7020.00%no change
Schwab Fundamental US Large Com FNDX369$11,6130.00%no change
Robinhood Markets, Inc. HOOD102$11,4750.00%no change
Pembina Pipeline Corp PBA250$11,1450.00%new
Air Products & Chemicals, Inc. APD40$11,1300.00%no change
Accenture plc ACN60$11,0030.00%+18
Invesco ETFs BSCR555$10,8480.00%no change
Global X FDS COPX128$10,8420.00%no change
General Motors Co. GM140$10,7800.00%no change
Spotify Technology S.A. SPOT22$10,7230.00%no change
Prudential Financial Inc. PRU94$10,6770.00%+2
NCR Atleos Corp. NATL236$10,6630.00%no change
Cadence Design Systems Inc. CDNS32$10,5660.00%no change
General Mills Inc. GIS322$10,3560.00%+31
Schwab Strategic Trust SCHF374$10,2740.00%no change
ROSS Stores, Inc. ROST44$10,2700.00%no change
iShares Core MSCI Emerging Mark IEMG125$10,1450.00%new
Thermo Fisher Scientific Inc. TMO15$10,1260.00%no change
Genuine Parts Co. GPC80$10,0600.00%+3
W.W. Grainger, Inc. GWW8$9,9670.00%no change
American Electric Power Co. Inc. AEP83$9,8480.00%+60
D.R. Horton, Inc. DHI72$9,8390.00%-1
Fortinet, Inc. FTNT55$9,8320.00%no change
Emcor Group, Inc. EME13$9,8090.00%no change
MSA Safety Inc. MSA55$9,7840.00%no change
iShares Trust IHI189$9,6680.00%no change
Thor Industries Inc. THO138$9,5550.00%-3
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported; the largest 300 here.
Read moreChange is shares against its 13F for the quarter before; the 34 it sold out of are in the box above.