Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $116M | 11.5% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $99.3M | 9.8% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $95.9M | 9.5% |
| Dimensional ETF TrustUS LARG VALU ETF | US LARG VALU ETF | $69.5M | 6.9% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $59.2M | 5.9% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $53.4M | 5.3% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $51.7M | 5.1% |
| Dimensional ETF TrustUS HIGH PROF ETF | US HIGH PROF ETF | $51.6M | 5.1% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $50.5M | 5.0% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $40.7M | 4.0% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $31.7M | 3.1% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $29.1M | 2.9% |
| Dimensional ETF TrustGLOB CO PLUS ETF | GLOB CO PLUS ETF | $27.4M | 2.7% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $25.8M | 2.5% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $24.9M | 2.5% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $21.9M | 2.2% |
| Dimensional ETF TrustWORLD EQUITY ETF | WORLD EQUITY ETF | $20M | 2.0% |
| Dimensional ETF TrustGLOBAL CR ETF | GLOBAL CR ETF | $17.6M | 1.7% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $16.1M | 1.6% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $12.7M | 1.3% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $9.2M | 0.9% |
| Dimensional ETF TrustEMERGING MKTS HI | EMERGING MKTS HI | $8.37M | 0.8% |
| Dimensional ETF TrustEMERGING MKTS VA | EMERGING MKTS VA | $8.22M | 0.8% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $6.6M | 0.7% |
| Dimensional ETF TrustINTL COR FIX ETF | INTL COR FIX ETF | $5.73M | 0.6% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $4.27M | 0.4% |
| Apple Inc.COM | COM | $3.3M | 0.3% |
| Dimensional ETF TrustUS SUSTAINABILTY | US SUSTAINABILTY | $2.59M | 0.3% |
| Mcdonalds Corp.COM | COM | $2.05M | 0.2% |
| Nvidia CorporationCOM | COM | $1.75M | 0.2% |
| International Business MachsCOM | COM | $1.66M | 0.2% |
| Dimensional ETF TrustINTL SMALL CAP E | INTL SMALL CAP E | $1.65M | 0.2% |
| Microsoft Corp.COM | COM | $1.52M | 0.2% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $1.29M | 0.1% |
| Dimensional ETF TrustUS REAL ESTA ETF | US REAL ESTA ETF | $1.2M | 0.1% |
| Vaneck Merk Gold ETFGOLD SHS | GOLD SHS | $1.09M | 0.1% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $1.09M | 0.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.07M | 0.1% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.05M | 0.1% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $984K | 0.1% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $973K | 0.1% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $960K | 0.1% |
| Vanguard Scottsdale FdsVNG RUS1000VAL | VNG RUS1000VAL | $947K | 0.1% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $915K | 0.1% |
| Wesbanco Inc.COM | COM | $888K | 0.1% |
| Advanced Micro Devices Inc.COM | COM | $849K | 0.1% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $801K | 0.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $797K | 0.1% |
| EQT Corp.COM | COM | $724K | 0.1% |
| Dimensional ETF TrustGLOBAL SUSTAINA | GLOBAL SUSTAINA | $684K | 0.1% |
Dimensional ETF TrustCORE FIXE IN ETF$116M
- Class
- CORE FIXE IN ETF
- Share
- 11.5%
Dimensional ETF TrustSHOR DUR FIX ETF$99.3M
- Class
- SHOR DUR FIX ETF
- Share
- 9.8%
Dimensional ETF TrustUS EQUI MARK ETF$95.9M
- Class
- US EQUI MARK ETF
- Share
- 9.5%
Dimensional ETF TrustUS LARG VALU ETF$69.5M
- Class
- US LARG VALU ETF
- Share
- 6.9%
Dimensional ETF TrustUS SMALL CAP ETF$59.2M
- Class
- US SMALL CAP ETF
- Share
- 5.9%
Dimensional ETF TrustGLOBAL REAL EST$53.4M
- Class
- GLOBAL REAL EST
- Share
- 5.3%
Dimensional ETF TrustINTL CORE EQUITY$51.7M
- Class
- INTL CORE EQUITY
- Share
- 5.1%
Dimensional ETF TrustUS HIGH PROF ETF$51.6M
- Class
- US HIGH PROF ETF
- Share
- 5.1%
Dimensional ETF TrustUS SMALL CAP ETF$50.5M
- Class
- US SMALL CAP ETF
- Share
- 5.0%
Dimensional ETF TrustUS COR EQU 2 ETF$40.7M
- Class
- US COR EQU 2 ETF
- Share
- 4.0%
Dimensional ETF TrustULTR FIX INC ETF$31.7M
- Class
- ULTR FIX INC ETF
- Share
- 3.1%
Dimensional ETF TrustEMERGING MKTS CO$29.1M
- Class
- EMERGING MKTS CO
- Share
- 2.9%
Dimensional ETF TrustGLOB CO PLUS ETF$27.4M
- Class
- GLOB CO PLUS ETF
- Share
- 2.7%
Dimensional ETF TrustINTL SMALL CAP V$25.8M
- Class
- INTL SMALL CAP V
- Share
- 2.5%
Dimensional ETF TrustUS MKTWIDE VALUE$24.9M
- Class
- US MKTWIDE VALUE
- Share
- 2.5%
Dimensional ETF TrustINTL HIGH PROFIT$21.9M
- Class
- INTL HIGH PROFIT
- Share
- 2.2%
Dimensional ETF TrustWORLD EQUITY ETF$20M
- Class
- WORLD EQUITY ETF
- Share
- 2.0%
Dimensional ETF TrustGLOBAL CR ETF$17.6M
- Class
- GLOBAL CR ETF
- Share
- 1.7%
Dimensional ETF TrustEMGR CRE EQT MNG$16.1M
- Class
- EMGR CRE EQT MNG
- Share
- 1.6%
Dimensional ETF TrustINTERNATNAL VAL$12.7M
- Class
- INTERNATNAL VAL
- Share
- 1.3%
Dimensional ETF TrustUS TARGETED VLU$9.2M
- Class
- US TARGETED VLU
- Share
- 0.9%
Dimensional ETF TrustEMERGING MKTS HI$8.37M
- Class
- EMERGING MKTS HI
- Share
- 0.8%
Dimensional ETF TrustEMERGING MKTS VA$8.22M
- Class
- EMERGING MKTS VA
- Share
- 0.8%
Dimensional ETF TrustWORLD EX US CORE$6.6M
- Class
- WORLD EX US CORE
- Share
- 0.7%
Dimensional ETF TrustINTL COR FIX ETF$5.73M
- Class
- INTL COR FIX ETF
- Share
- 0.6%
Dimensional ETF TrustNATL MUN BD ETF$4.27M
- Class
- NATL MUN BD ETF
- Share
- 0.4%
Apple Inc.COM$3.3M
- Class
- COM
- Share
- 0.3%
Dimensional ETF TrustUS SUSTAINABILTY$2.59M
- Class
- US SUSTAINABILTY
- Share
- 0.3%
Mcdonalds Corp.COM$2.05M
- Class
- COM
- Share
- 0.2%
Nvidia CorporationCOM$1.75M
- Class
- COM
- Share
- 0.2%
International Business MachsCOM$1.66M
- Class
- COM
- Share
- 0.2%
Dimensional ETF TrustINTL SMALL CAP E$1.65M
- Class
- INTL SMALL CAP E
- Share
- 0.2%
Microsoft Corp.COM$1.52M
- Class
- COM
- Share
- 0.2%
Dimensional ETF TrustINTERNATIONAL$1.29M
- Class
- INTERNATIONAL
- Share
- 0.1%
Dimensional ETF TrustUS REAL ESTA ETF$1.2M
- Class
- US REAL ESTA ETF
- Share
- 0.1%
Vaneck Merk Gold ETFGOLD SHS$1.09M
- Class
- GOLD SHS
- Share
- 0.1%
Vanguard Index FdsGROWTH ETF$1.09M
- Class
- GROWTH ETF
- Share
- 0.1%
Vanguard Index FdsS&P 500 ETF SHS$1.07M
- Class
- S&P 500 ETF SHS
- Share
- 0.1%
Vanguard Index FdsSMALL CP ETF$1.05M
- Class
- SMALL CP ETF
- Share
- 0.1%
Vanguard Intl Equity Index FALLWRLD EX US$984K
- Class
- ALLWRLD EX US
- Share
- 0.1%
Invesco Qqq TRUNIT SER 1$973K
- Class
- UNIT SER 1
- Share
- 0.1%
iShares TRRUS 1000 VAL ETF$960K
- Class
- RUS 1000 VAL ETF
- Share
- 0.1%
Vanguard Scottsdale FdsVNG RUS1000VAL$947K
- Class
- VNG RUS1000VAL
- Share
- 0.1%
Vanguard Malvern FdsSTRM INFPROIDX$915K
- Class
- STRM INFPROIDX
- Share
- 0.1%
Wesbanco Inc.COM$888K
- Class
- COM
- Share
- 0.1%
Advanced Micro Devices Inc.COM$849K
- Class
- COM
- Share
- 0.1%
Dimensional ETF TrustINTL CORE EQT MK$801K
- Class
- INTL CORE EQT MK
- Share
- 0.1%
Vanguard Index FdsTOTAL STK MKT$797K
- Class
- TOTAL STK MKT
- Share
- 0.1%
EQT Corp.COM$724K
- Class
- COM
- Share
- 0.1%
Dimensional ETF TrustGLOBAL SUSTAINA$684K
- Class
- GLOBAL SUSTAINA
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 1,347 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1994563
- File number
- 028-23599
- Options
- 0 call, 0 put
- In the 25 largest
- 94.3%
- Prior quarter
- $928M at 31 March 2026
- Positions opened
- 39
- Positions closed
- 37
Common questions
What are DiNuzzo Private Wealth’s 13F holdings worth?
$1.01 billion across 1,347 positions for the quarter ended 30 June 2026.
What is DiNuzzo Private Wealth’s largest 13F holding?
DIMENSIONAL ETF TRUST (CORE FIXE IN ETF) was the largest position at $116 million, or 11.5% of reported 13F value, as of 30 June 2026.
How concentrated is DiNuzzo Private Wealth’s 13F portfolio?
The ten largest positions accounted for 68.1% of reported value and the twenty-five largest for 94.3%, across 1,347 positions as of 30 June 2026.
Does Form 13F show everything DiNuzzo Private Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does DiNuzzo Private Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.