DiNuzzo Private Wealth, Inc.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, DiNuzzo Private Wealth, Inc. maintained a portfolio of 1411 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 8.9%. Conversely, DiNuzzo Private Wealth, Inc. completely exited their position in INVESCO EXCH TRD SLF.
PCA Score Concentration Risk
Risk ENB
Total Positions
1411
Quarter
2025 Q4
Top Holding
DFCF (11.3%)
Top 10 Concentration
68.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1411
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 11.31% 10.80% #1
Prev: #1
6.6 198,940 8.9%
P
S
2,443,342 $103,988,645 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSD
DIMENSIONAL ETF...
ETF 10.66% 10.64% #2
Prev: #2
6.3 95,540 4.9%
P
S
2,043,634 $97,992,241 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUS
DIMENSIONAL ETF...
ETF 9.50% 9.74% #3
Prev: #3
3.8 -46,128 -3.8%
P
S
1,177,545 $87,338,493 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFLV
DIMENSIONAL ETF...
ETF 6.76% 6.83% #4
Prev: #4
2.7 -31,095 -1.7%
P
S
1,815,396 $62,104,689 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL ETF...
ETF 5.57% 5.73% #5
Prev: #5
2.2 -4,140 -0.6%
P
S
735,392 $51,234,733 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGR
DIMENSIONAL ETF...
ETF 5.22% 5.26% #6 1
Prev: #7
4.1 127,675 7.6%
P
S
1,815,929 $47,976,837 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIC
DIMENSIONAL ETF...
Bond/Debt 5.22% 5.44% #7 1
Prev: #6
2.1 -96,273 -6.5%
P
S
1,391,429 $47,948,640 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 5.05% 5.18% #8
Prev: #8
2.0 -20,442 -1.6%
P
S
1,219,564 $46,380,013 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSV
DIMENSIONAL ETF...
ETF 4.84% 4.99% #9
Prev: #9
1.9 -7,475 -0.5%
P
S
1,351,902 $44,464,068 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 3.91% 3.96% #10
Prev: #10
1.6 -16,139 -1.7%
P
S
907,983 $35,947,048 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUSB
DIMENSIONAL ETF...
ETF 3.12% 2.58% #11 2
Prev: #13
3.3 117,927 26.3%
P
S
565,854 $28,660,506 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 2.73% 2.87% #12 1
Prev: #11
1.1 -69,379 -9.5%
P
S
660,239 $25,089,097 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 2.65% 2.68% #13 1
Prev: #12
1.1 -31,833 -4.1%
P
S
735,429 $24,327,980 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGP
DIMENSIONAL ETF...
ETF 2.57% 2.33% #14 1
Prev: #15
3.1 62,255 16.6%
P
S
436,497 $23,601,392 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUV
DIMENSIONAL ETF...
ETF 2.36% 2.37% #15 1
Prev: #14
0.9 -5,330 -1.1%
P
S
465,337 $21,680,041 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIHP
DIMENSIONAL ETF...
Bond/Debt 2.21% 2.26% #16
Prev: #16
0.9 -23,449 -3.5%
P
S
642,745 $20,352,535 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGCB
DIMENSIONAL ETF...
ETF 1.94% 2.03% #17
Prev: #17
2.8 1,970 0.6%
P
S
329,297 $17,860,312 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAW
DIMENSIONAL ETF...
ETF 1.89% 1.94% #18
Prev: #18
0.8 -8,747 -3.6%
P
S
234,834 $17,372,983 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 1.54% 1.56% #19
Prev: #19
0.6 -23,885 -5.2%
P
S
434,485 $14,151,163 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
Bond/Debt 1.30% 1.28% #20
Prev: #20
0.5 -7,816 -3.2%
P
S
239,983 $11,975,141 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL ETF...
ETF 0.88% 0.91% #21
Prev: #21
0.4 -1,893 -1.4%
P
S
135,153 $8,047,001 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEV
DIMENSIONAL ETF...
ETF 0.77% 0.79% #22
Prev: #22
0.3 -16,408 -7.3%
P
S
209,276 $7,060,970 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DEHP
DIMENSIONAL ETF...
ETF 0.76% 0.78% #23
Prev: #23
0.3 -18,581 -7.9%
P
S
217,678 $7,020,117 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL ETF...
ETF 0.67% 0.68% #24
Prev: #24
0.3 -6,861 -3.5%
P
S
189,035 $6,187,121 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGX
DIMENSIONAL ETF...
ETF 0.62% 0.64% #25
Prev: #25
2.3 2,747 2.6%
P
S
107,461 $5,656,210 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #250)
0.3 -557 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #416)
0.3 -52 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #642)
0.3 -71 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #675)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKX
SKECHERS U S A ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #729)
0.3 -25 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDP
BALLARD PWR SYS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #870)
0.3 -500 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #904)
0.3 -58 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CZR
CAESARS ENTERTA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #963)
0.3 -29 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROAD
CONSTRUCTION PA...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #989)
0.3 -6 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLAB
SILICON LABORAT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1011)
0.3 -5 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1020)
0.3 -25 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHAK
SHAKE SHACK INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1075)
0.3 -5 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCYO
PURE CYCLE CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1086)
0.3 -50 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNRE
SUNRISE COMMUNI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1087)
0.3 -8 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPBI
PACIFIC PREMIER...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1106)
0.3 -19 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMMT
SUMMIT THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1126)
0.3 -18 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1157)
0.3 -2 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WERN
WERNER ENTERPRI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1159)
0.3 -13 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVX
NOVONIX LIMITED
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1161)
0.3 -250 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1178)
0.3 -82 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMT
KENNAMETAL INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1220)
0.3 -13 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1251)
0.3 -1 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCB
ARCBEST CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1253)
0.3 -3 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1261)
0.3 -33 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1267)
0.3 -3 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HWKN
HAWKINS INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1277)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1279)
0.3 -4 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TNC
TENNANT CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1280)
0.3 -2 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNMD
CONMED CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1281)
0.3 -3 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HRMY
HARMONY BIOSCIE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1285)
0.3 -4 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIN
ALBANY INTL COR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1291)
0.3 -2 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EVTC
EVERTEC INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1302)
0.3 -3 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UPBD
UPBOUND GROUP I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1304)
0.3 -4 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1308)
0.3 -4 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1312)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOUR
SHIFT4 PMTS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1314)
0.3 -1 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UAA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1329)
0.3 -13 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HUN
HUNTSMAN CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1339)
0.3 -5 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HI
HILLENBRAND INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1344)
0.3 -2 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1348)
0.3 -2 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1352)
0.3 -1 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1354)
0.3 -16 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASTH
ASTRANA HEALTH ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1353)
0.3 -1 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWH
CAMPING WORLD H...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1363)
0.3 -1 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1411 holdings

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