DiNuzzo Private Wealth, Inc. — 13F Holdings

2026 Q3  ·  1396 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, DiNuzzo Private Wealth, Inc. maintained a portfolio of 1396 distinct positions. The most significant new addition was HONEYWELL INTL INC, now representing 0.02% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 6.3%.
Position History hover any row below to update
Loading…
PCA Score Concentration Risk
Risk ENB
Total Positions
1396
Quarter
2026 Q3
Top Holding
DFCF (11.7%)
Top 10 Concentration
68.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1396

DiNuzzo Private Wealth, Inc. Full Holdings List — 2026 Q3

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFCF
DIMENSIONAL ETF...
ETF 11.69% 11.51% #1
Prev: #1
8.0
—
174,731 6.3%
P
S
2,932,332 $117,645,141
$38.73 +4.9%
$40.12 +1.2%
2023 Q4 13F Filing 2026-09-30 2026-10-16
DFSD
DIMENSIONAL ETF...
ETF 9.81% 9.83% #2
Prev: #2
5.9
—
43,929 2.1%
P
S
2,124,507 $98,730,087
$42.32 +10.7%
$46.47 +0.8%
2023 Q4 13F Filing 2026-09-30 2026-10-16
DFUS
DIMENSIONAL ETF...
ETF 9.69% 9.48% #3
Prev: #3
5.4
—
4,551 0.4%
P
S
1,174,418 $97,511,963
$50.86 +63.2%
$83.03 -0.0%
2023 Q4 13F Filing 2026-09-30 2026-10-16
DFLV
DIMENSIONAL ETF...
ETF 6.99% 6.88% #4
Prev: #4
3.8
—
-8,024 -0.5%
P
S
1,750,198 $70,305,459 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAS
DIMENSIONAL ETF...
ETF 5.52% 5.86% #5
Prev: #5
3.2
—
-1,245 -0.2%
P
S
717,924 $55,581,658 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFIC
DIMENSIONAL ETF...
Bond/Debt 5.25% 5.11% #6 1
Prev: #7
2.6
—
17,387 1.3%
P
S
1,405,022 $52,842,887 2023 Q4 13F Filing 2026-09-30 2026-10-16
DUHP
DFA INVT DIMENS...
Unknown 5.22% 5.11% #7 1
Prev: #8
2.6
—
15,952 1.3%
P
S
1,252,931 $52,510,334 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFGR
DIMENSIONAL ETF...
ETF 5.06% 5.28% #8 2
Prev: #6
2.5
—
37,562 2.0%
P
S
1,881,608 $50,897,504 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFSV
DFA INVT DIMENS...
Unknown 4.83% 4.99% #9
Prev: #9
2.4
—
-3,316 -0.3%
P
S
1,297,318 $48,610,501 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAC
DIMENSIONAL ETF...
ETF 4.02% 4.02% #10
Prev: #10
2.1
—
-7,383 -0.8%
P
S
909,704 $40,436,350 2023 Q4 13F Filing 2026-09-30 2026-10-16
DUSB
DIMENSIONAL ETF...
ETF 3.17% 3.13% #11
Prev: #11
1.8
—
8,224 1.3%
P
S
632,046 $31,911,993 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFEM
DIMENSIONAL ETF...
ETF 2.78% 2.88% #12
Prev: #12
1.6
—
-11,398 -1.6%
P
S
705,445 $28,020,285 2023 Q4 13F Filing 2026-09-30 2026-10-16
DISV
DIMENSIONAL ETF...
Bond/Debt 2.78% 2.55% #13 1
Prev: #14
1.6
—
3,813 0.6%
P
S
645,733 $27,953,785 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFGP
DIMENSIONAL ETF...
ETF 2.72% 2.71% #14 1
Prev: #13
1.6
—
23,964 4.8%
P
S
526,634 $27,345,987 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFUV
DIMENSIONAL ETF...
ETF 2.44% 2.46% #15
Prev: #15
1.5
—
-6,291 -1.4%
P
S
446,378 $24,550,800 2023 Q4 13F Filing 2026-09-30 2026-10-16
DIHP
DIMENSIONAL ETF...
Bond/Debt 2.19% 2.17% #16
Prev: #16
1.4
—
10,949 1.7%
P
S
653,738 $22,024,439 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAW
DIMENSIONAL ETF...
ETF 1.85% 1.98% #17
Prev: #17
1.2
—
-15,108 -6.3%
P
S
226,256 $18,623,125 2023 Q4 13F Filing 2026-09-30 2026-10-16
DGCB
DIMENSIONAL ETF...
ETF 1.66% 1.74% #18
Prev: #18
1.2
—
-1,254 -0.4%
P
S
321,181 $16,671,404 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAE
DIMENSIONAL ETF...
ETF 1.56% 1.59% #19
Prev: #19
1.1
—
1,203 0.3%
P
S
400,367 $15,738,419 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFIV
DIMENSIONAL ETF...
Bond/Debt 1.27% 1.25% #20
Prev: #20
1.0
—
-5,299 -2.3%
P
S
229,387 $12,813,541 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAT
DIMENSIONAL ETF...
ETF 0.84% 0.91% #21
Prev: #21
0.8
—
-5,006 -3.8%
P
S
126,664 $8,415,578 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFEV
DIMENSIONAL ETF...
ETF 0.82% 0.81% #22 1
Prev: #23
0.8
—
1,235 0.6%
P
S
193,811 $8,217,585 2023 Q4 13F Filing 2026-09-30 2026-10-16
DEHP
DIMENSIONAL ETF...
ETF 0.80% 0.83% #23 1
Prev: #22
0.8
—
261 0.1%
P
S
196,062 $8,065,983 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAX
DIMENSIONAL ETF...
ETF 0.63% 0.65% #24
Prev: #24
0.8
—
-6,834 -3.8%
P
S
172,439 $6,383,678 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFGX
DIMENSIONAL ETF...
Bond/Debt 0.53% 0.57% #25
Prev: #25
0.7
—
-3,297 -3.1%
P
S
103,647 $5,300,353 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFNM
DIMENSIONAL ETF...
ETF 0.45% 0.42% #26
Prev: #26
2.2
—
10,455 11.8%
P
S
98,704 $4,543,346 2023 Q4 13F Filing 2026-09-30 2026-10-16
AAPL
APPLE INC
Technology 0.36% 0.33% #27
Prev: #27
0.6
—
-558 -4.9%
P
S
10,836 $3,608,441 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFSU
DIMENSIONAL ETF...
ETF 0.26% 0.26% #28
Prev: #28
0.6
—
155 0.3%
P
S
55,626 $2,623,879 2023 Q4 13F Filing 2026-09-30 2026-10-16
MSFT
MICROSOFT CORP
Technology 0.21% 0.15% #29 4
Prev: #33
0.6
—
102 2.5%
P
S
4,173 $2,140,506 2023 Q4 13F Filing 2026-09-30 2026-10-16
NVDA
NVIDIA CORPORAT...
Technology 0.20% 0.17% #30
Prev: #30
0.6
—
-50 -0.6%
P
S
8,720 $1,991,474 2023 Q4 13F Filing 2026-09-30 2026-10-16
MCD
MCDONALDS CORP
Consumer Cyclical 0.17% 0.20% #31 2
Prev: #29
0.6
—
16 0.2%
P
S
7,601 $1,755,281 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFIS
DIMENSIONAL ETF...
Bond/Debt 0.17% 0.16% #32
Prev: #32
0.6
—
-257 -0.5%
P
S
46,780 $1,694,832 2023 Q4 13F Filing 2026-09-30 2026-10-16
IBM
INTERNATIONAL B...
Technology 0.13% 0.16% #33 2
Prev: #31
1.1
—
no change no change
P
S
5,907 $1,299,127 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFSI
DIMENSIONAL ETF...
Bond/Debt 0.13% 0.13% #34
Prev: #34
0.6
—
176 0.6%
P
S
28,734 $1,297,915 2023 Q4 13F Filing 2026-09-30 2026-10-16
OUNZ
VANECK MERK GOL...
ETF 0.12% 0.11% #35 1
Prev: #36
2.0
—
2,900 10.3%
P
S
31,140 $1,242,486 2024 Q2 13F Filing 2026-09-30 2026-10-16
VUG
VANGUARD INDEX ...
Warrant 0.11% 0.11% #36 1
Prev: #37
1.0
—
no change no change
P
S
12,612 $1,136,468 2023 Q4 13F Filing 2026-09-30 2026-10-16
DFAR
DFA INVT DIMENS...
Unknown 0.11% 0.12% #37 2
Prev: #35
0.5
—
185 0.4%
P
S
46,244 $1,117,265 2023 Q4 13F Filing 2026-09-30 2026-10-16
VOO
VANGUARD INDEX ...
ETF 0.11% 0.11% #38
Prev: #38
1.0
—
no change no change
P
S
1,551 $1,087,379 2023 Q4 13F Filing 2026-09-30 2026-10-16
IWD
ISHARES TR
ETF 0.10% 0.09% #39 3
Prev: #42
0.5
—
67 1.7%
P
S
4,025 $998,031 2023 Q4 13F Filing 2026-09-30 2026-10-16
VB
VANGUARD INDEX ...
ETF 0.10% 0.10% #40 1
Prev: #39
1.0
—
no change no change
P
S
3,875 $988,503 2023 Q4 13F Filing 2026-09-30 2026-10-16
QQQ
INVESCO QQQ TR
ETF 0.10% 0.10% #41
Prev: #41
1.0
—
no change no change
P
S
1,321 $977,544 2023 Q4 13F Filing 2026-09-30 2026-10-16
VEU
VANGUARD INTL E...
ETF 0.10% 0.10% #42 2
Prev: #40
1.0
—
no change no change
P
S
11,754 $975,230 2024 Q3 13F Filing 2026-09-30 2026-10-16
VONV
VANGUARD SCOTTS...
ETF 0.10% 0.09% #43
Prev: #43
1.0
—
no change no change
P
S
8,904 $967,884 2024 Q3 13F Filing 2026-09-30 2026-10-16
AMD
ADVANCED MICRO ...
Technology 0.09% 0.08% #44 2
Prev: #46
2.0
—
94 6.4%
P
S
1,555 $951,287 2023 Q4 13F Filing 2026-09-30 2026-10-16
WSBC
WESBANCO INC
Financial Services 0.08% 0.09% #45
Prev: #45
0.5
—
21 0.1%
P
S
22,780 $852,425 2023 Q4 13F Filing 2026-09-30 2026-10-16
VTIP
VANGUARD MALVER...
ETF 0.08% 0.09% #46 2
Prev: #44
0.5
—
-1,678 -9.2%
P
S
16,545 $814,321 2025 Q4 13F Filing 2026-09-30 2026-10-16
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.08% 0.08% #47
Prev: #47
0.5
—
128 0.7%
P
S
19,557 $810,228 2023 Q4 13F Filing 2026-09-30 2026-10-16
VTI
VANGUARD INDEX ...
ETF 0.08% 0.08% #48
Prev: #48
0.5
—
5 0.2%
P
S
2,160 $808,223 2024 Q3 13F Filing 2026-09-30 2026-10-16
DFSB
DIMENSIONAL ETF...
ETF 0.07% 0.07% #49 1
Prev: #50
0.5
—
325 2.5%
P
S
13,453 $666,591 2023 Q4 13F Filing 2026-09-30 2026-10-16
EQT
EQT CORP
Energy 0.07% 0.07% #50 1
Prev: #49
1.0
—
no change no change
P
S
13,625 $661,652 2023 Q4 13F Filing 2026-09-30 2026-10-16
Showing 1-50 of 1396 holdings

Unlock Full DiNuzzo Private Wealth, Inc. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →