Institutional Manager · CIK 0001994563

DiNuzzo Private Wealth, Inc.

BEAVER, PA · File #028-23599

Latest AUM

$919.2M

Positions

1,371

Top-10 Concentration

69.6%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	DIMENSIONAL ETF TRUST	25434V872	+198,940	+$8.5M	+$291,793
ADD	DIMENSIONAL ETF TRUST	25434V591	+117,927	+$6.0M	-$47,033
ADD	DIMENSIONAL ETF TRUST	25434V864	+95,540	+$4.6M	-$467,574
REDUCE	DIMENSIONAL ETF TRUST	25434V401	-46,128	-$3.4M	+$4.9M
ADD	DIMENSIONAL ETF TRUST	25434V658	+127,675	+$3.4M	-$1.8M
ADD	DIMENSIONAL ETF TRUST	25434V583	+62,255	+$3.4M	-$303,253
REDUCE	DIMENSIONAL ETF TRUST	25434V799	-96,273	-$3.3M	+$3.3M
REDUCE	DIMENSIONAL ETF TRUST	25434V781	-69,379	-$2.6M	+$2.4M
NEW	NU HLDGS LTD	NU	+120,000	+$2.0M	$0
REDUCE	DIMENSIONAL ETF TRUST	25434V666	-31,095	-$1.1M	+$2.9M

Sector Allocation

Technology

0.9%$8.5M

Financials

0.6%$5.6M

Consumer Discretionary

0.4%$3.5M

0.2%$1.7M

0.1%$1.4M

0.1%$899,672

0.1%$574,426

Communication Services

0.1%$535,243

Consumer Staples

0.0%$299,256

Real Estate

0.0%$124,395

Materials

0.0%$82,843

Filing History

Jan 16, 202613F HOLDINGS REPORTQ/E Dec 20251,371 pos · $919.2M
Oct 14, 202513F HOLDINGS REPORTQ/E Sep 20251,373 pos · $881.9M
Jul 17, 202513F HOLDINGS REPORTQ/E Jun 20251,369 pos · $842.4M
Apr 25, 202513F HOLDINGS REPORTQ/E Mar 20251,386 pos · $794.4M
Jan 23, 202513F HOLDINGS REPORTQ/E Dec 20241,418 pos · $790.0M
Oct 17, 202413F HOLDINGS REPORTQ/E Sep 20241,441 pos · $810.9M
Jul 30, 202413F HOLDINGS REPORTQ/E Jun 20241,415 pos · $740.9M
May 6, 202413F HOLDINGS REPORTQ/E Mar 20241,396 pos · $174.1M
May 6, 202413F HOLDINGS REPORT (Amended)Q/E Mar 20241,418 pos · $704.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V872	2,443,342	$104.0M	11.58%
2	DIMENSIONAL ETF TRUST	25434V864	2,043,634	$98.0M	10.91%
3	DIMENSIONAL ETF TRUST	25434V401	1,177,545	$87.3M	9.72%
4	DIMENSIONAL ETF TRUST	25434V666	1,815,396	$62.1M	6.91%
5	DIMENSIONAL ETF TRUST	25434V500	735,392	$51.2M	5.70%
6	DIMENSIONAL ETF TRUST	25434V658	1,815,929	$48.0M	5.34%
7	DIMENSIONAL ETF TRUST	25434V799	1,391,429	$47.9M	5.34%
8	DIMENSIONAL ETF TRUST	25434V831	1,219,564	$46.4M	5.16%
9	DIMENSIONAL ETF TRUST	25434V815	1,351,902	$44.5M	4.95%
10	DIMENSIONAL ETF TRUST	25434V708	907,983	$35.9M	4.00%
11	DIMENSIONAL ETF TRUST	25434V591	565,854	$28.7M	3.19%
12	DIMENSIONAL ETF TRUST	25434V781	660,239	$25.1M	2.79%
13	DIMENSIONAL ETF TRUST	25434V732	735,429	$24.3M	2.71%
14	DIMENSIONAL ETF TRUST	25434V583	436,497	$23.6M	2.63%
15	DIMENSIONAL ETF TRUST	25434V724	465,337	$21.7M	2.41%
16	DIMENSIONAL ETF TRUST	25434V765	642,745	$20.4M	2.27%
17	DIMENSIONAL ETF TRUST	25434V567	329,297	$17.9M	1.99%
18	DIMENSIONAL ETF TRUST	25434V617	234,834	$17.4M	1.93%
19	DIMENSIONAL ETF TRUST	25434V302	434,485	$14.2M	1.58%
20	DIMENSIONAL ETF TRUST	25434V807	239,983	$12.0M	1.33%