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
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,371 pos · $919.2M
- 13F HOLDINGS REPORTQ/E Sep 20251,373 pos · $881.9M
- 13F HOLDINGS REPORTQ/E Jun 20251,369 pos · $842.4M
- 13F HOLDINGS REPORTQ/E Mar 20251,386 pos · $794.4M
- 13F HOLDINGS REPORTQ/E Dec 20241,418 pos · $790.0M
- 13F HOLDINGS REPORTQ/E Sep 20241,441 pos · $810.9M
- 13F HOLDINGS REPORTQ/E Jun 20241,415 pos · $740.9M
- 13F HOLDINGS REPORTQ/E Mar 20241,396 pos · $174.1M
- 13F 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% |