AI Portfolio Summary
In 2026 Q1, DiNuzzo Private Wealth, Inc. maintained a portfolio of 1388 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 3.2%. The fund also reduced its exposure to NU HLDGS LTD by 5.0%.
Total Positions
1388
Quarter
2026 Q1
Top Holding
DFCF (11.5%)
Top 10 Concentration
67.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1388
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFCF
DIMENSIONAL ETF...
|
ETF | 11.47% | 11.31% |
#1
Prev: #1
|
6.5 | 78,229 | 3.2% |
P
S
|
2,521,571 | $106,460,744 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 10.53% | 10.66% |
#2
Prev: #2
|
6.0 | -2,451 | -0.1% |
P
S
|
2,041,183 | $97,731,862 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 8.99% | 9.50% |
#3
Prev: #3
|
5.1 | -976 | -0.1% |
P
S
|
1,176,569 | $83,430,485 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 6.94% | 6.76% |
#4
Prev: #4
|
3.8 | -10,986 | -0.6% |
P
S
|
1,804,410 | $64,435,483 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 5.64% | 5.57% |
#5
Prev: #5
|
3.3 | 154 | 0.0% |
P
S
|
735,546 | $52,319,412 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.30% | 5.22% |
#6
1
Prev: #7
|
2.6 | -6,396 | -0.5% |
P
S
|
1,385,033 | $49,210,221 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 5.27% | 5.22% |
#7
1
Prev: #6
|
2.6 | 23,588 | 1.3% |
P
S
|
1,839,517 | $48,894,359 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 5.09% | 4.84% |
#8
1
Prev: #9
|
2.5 | -4,337 | -0.3% |
P
S
|
1,347,565 | $47,218,677 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 4.85% | 5.05% |
#9
1
Prev: #8
|
2.4 | 5,457 | 0.4% |
P
S
|
1,225,021 | $45,031,766 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 3.84% | 3.91% |
#10
Prev: #10
|
2.0 | 9,368 | 1.0% |
P
S
|
917,351 | $35,648,245 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 3.10% | 3.12% |
#11
Prev: #11
|
1.7 | 2,418 | 0.4% |
P
S
|
568,272 | $28,817,074 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.76% | 2.65% |
#12
1
Prev: #13
|
1.6 | 4,767 | 0.6% |
P
S
|
740,196 | $25,573,786 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.75% | 2.73% |
#13
1
Prev: #12
|
1.6 | -13,511 | -2.0% |
P
S
|
646,728 | $25,506,949 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 2.68% | 2.57% |
#14
Prev: #14
|
3.1 | 23,805 | 5.5% |
P
S
|
460,302 | $24,851,704 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 2.38% | 2.36% |
#15
Prev: #15
|
1.5 | -9,888 | -2.1% |
P
S
|
455,449 | $22,071,044 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.22% | 2.21% |
#16
Prev: #16
|
1.4 | -3,001 | -0.5% |
P
S
|
639,744 | $20,612,558 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 1.90% | 1.94% |
#17
Prev: #17
|
1.3 | -3,885 | -1.2% |
P
S
|
325,412 | $17,616,082 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 1.85% | 1.89% |
#18
Prev: #18
|
1.2 | -1,694 | -0.7% |
P
S
|
233,140 | $17,201,083 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.55% | 1.54% |
#19
Prev: #19
|
1.1 | -9,241 | -2.1% |
P
S
|
425,244 | $14,398,754 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.35% | 1.30% |
#20
Prev: #20
|
1.0 | -2,406 | -1.0% |
P
S
|
237,577 | $12,539,339 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.90% | 0.88% |
#21
Prev: #21
|
0.9 | -1,216 | -0.9% |
P
S
|
133,937 | $8,364,356 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.79% | 0.77% |
#22
Prev: #22
|
0.8 | -3,921 | -1.9% |
P
S
|
205,355 | $7,347,604 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 0.78% | 0.76% |
#23
Prev: #23
|
0.8 | -4,285 | -2.0% |
P
S
|
213,393 | $7,210,548 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.68% | 0.67% |
#24
Prev: #24
|
0.8 | -4,560 | -2.4% |
P
S
|
184,475 | $6,266,600 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.60% | 0.62% |
#25
Prev: #25
|
0.7 | -2,130 | -2.0% |
P
S
|
105,331 | $5,524,664 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.44% | 0.42% |
#26
Prev: #26
|
2.2 | 6,025 | 7.5% |
P
S
|
86,095 | $4,126,534 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.32% | 0.36% |
#27
Prev: #27
|
0.6 | -514 | -4.2% |
P
S
|
11,651 | $2,956,782 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.25% | 0.25% |
#28
Prev: #28
|
0.6 | 13 | 0.2% |
P
S
|
7,570 | $2,352,619 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.25% | 0.24% |
#29
Prev: #29
|
2.1 | 4,817 | 9.5% |
P
S
|
55,352 | $2,274,414 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.18% | 0.22% |
#30
Prev: #30
|
0.6 | -6,000 | -5.0% |
P
S
|
114,000 | $1,638,180 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.17% | 0.17% |
#31
3
Prev: #34
|
0.6 | -131 | -0.3% |
P
S
|
48,007 | $1,616,392 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.16% | 0.18% |
#32
1
Prev: #33
|
0.6 | 6 | 0.1% |
P
S
|
8,763 | $1,528,268 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.16% | 0.22% |
#33
2
Prev: #31
|
0.6 | -24 | -0.6% |
P
S
|
4,078 | $1,509,679 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.15% | 0.19% |
#34
2
Prev: #32
|
1.1 | no change | no change |
P
S
|
5,908 | $1,432,041 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 0.14% | 0.12% |
#35
1
Prev: #36
|
2.1 | 1,430 | 5.3% |
P
S
|
28,590 | $1,287,980 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.13% | 0.13% |
#36
1
Prev: #35
|
0.6 | 1,304 | 4.8% |
P
S
|
28,579 | $1,211,750 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.12% | 0.11% |
#37
Prev: #37
|
0.5 | 596 | 1.3% |
P
S
|
45,981 | $1,087,444 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.10% | 0.10% |
#38
2
Prev: #40
|
1.0 | no change | no change |
P
S
|
3,875 | $919,780 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.10% | 0.11% |
#39
1
Prev: #38
|
1.0 | no change | no change |
P
S
|
2,102 | $918,133 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.10% | 0.10% |
#40
1
Prev: #39
|
1.0 | no change | no change |
P
S
|
1,478 | $883,179 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.09% | 0.09% |
#41
Prev: #41
|
1.0 | no change | no change |
P
S
|
11,595 | $870,785 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EQT
EQT CORP
|
Energy | 0.09% | 0.08% |
#42
5
Prev: #47
|
1.0 | no change | no change |
P
S
|
13,626 | $867,152 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IWD
ISHARES TR
|
ETF | 0.09% | 0.09% |
#43
1
Prev: #42
|
1.0 | no change | no change |
P
S
|
3,958 | $845,803 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.09% | 0.09% |
#44
1
Prev: #43
|
1.0 | no change | no change |
P
S
|
8,904 | $834,678 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.09% | 0.09% |
#45
1
Prev: #44
|
0.5 | 13 | 0.1% |
P
S
|
21,174 | $824,946 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WSBC
WESBANCO INC
|
Financial Services | 0.08% | 0.08% |
#46
Prev: #46
|
0.5 | 24 | 0.1% |
P
S
|
22,736 | $784,166 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.08% | 0.08% |
#47
2
Prev: #45
|
0.5 | 59 | 4.7% |
P
S
|
1,321 | $762,455 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.08% | 0.07% |
#48
Prev: #48
|
2.0 | 162 | 8.0% |
P
S
|
2,187 | $701,634 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFSB
DIMENSIONAL ETF...
|
ETF | 0.06% | 0.06% |
#49
2
Prev: #51
|
0.5 | 147 | 1.4% |
P
S
|
10,628 | $549,923 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
D
DOMINION ENERGY...
|
Utilities | 0.06% | 0.06% |
#50
3
Prev: #53
|
0.5 | 95 | 1.1% |
P
S
|
8,893 | $549,762 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 1388 holdings