Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2025) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $790.03 million in total holdings as of December 31, 2024.Dinuzzo Private Wealth, Inc. owns shares of 1,413 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.70% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,410 new stocks and bought additional shares in 505 stocks.Dinuzzo Private Wealth, Inc. sold shares of 343 stocks and completely divested from 88 stocks this quarter.Largest Holdings Dimensional Short-Duration Fixed Income ETF $91,404,736Dimensional Core Fixed Income ETF $90,195,542Dimensional U.S. Equity ETF $76,725,768Dimensional US Large Cap Value ETF $54,036,039Dimensional U.S. Small Cap ETF $45,845,924 Largest New Holdings this Quarter ACV Auctions $1,125,360 HoldingVanguard Russell 1000 Value $723,465 HoldingVanguard FTSE All-World ex-US ETF $665,669 HoldingVanguard Total Stock Market ETF $579,997 HoldingVanguard Utilities ETF $430,013 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 405,963 shares (about $16.75M)DIMENSIONAL ETF TRUST 86,612 shares (about $4.38M)DIMENSIONAL ETF TRUST 64,482 shares (about $3.41M)Apple 8,554 shares (about $2.14M)McDonald's 7,305 shares (about $2.12M) Largest Sales this Quarter Dimensional U.S. Equity ETF 83,048 shares (about $5.29M)DIMENSIONAL ETF TRUST 47,172 shares (about $2.95M)Dimensional US High Profitability ETF 71,277 shares (about $2.41M)Dimensional Short-Duration Fixed Income ETF 50,650 shares (about $2.37M)Dimensional US Large Cap Value ETF 52,675 shares (about $1.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDinuzzo Private Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFSDDimensional Short-Duration Fixed Income ETF$91,404,736$2,374,472 ▼-2.5%1,949,76011.6%ETFDFCFDimensional Core Fixed Income ETF$90,195,542$16,754,093 ▲22.8%2,185,49911.4%ETFDFUSDimensional U.S. Equity ETF$76,725,768$5,294,312 ▼-6.5%1,203,5419.7%ETFDFLVDimensional US Large Cap Value ETF$54,036,039$1,581,830 ▼-2.8%1,799,4026.8%ETFDFASDimensional U.S. Small Cap ETF$45,845,924$1,304,073 ▼-2.8%704,4555.8%ETFDUHPDimensional US High Profitability ETF$41,524,892$2,408,449 ▼-5.5%1,228,9115.3%ETFDFGRDimensional Global Real Estate ETF$41,072,383$1,856,733 ▲4.7%1,608,1595.2%ETFDFICDimensional International Core Equity 2 ETF$39,443,688$1,755,289 ▲4.7%1,526,1635.0%ETFDFSVDimensional US Small Cap Value ETF$37,772,581$588,052 ▼-1.5%1,227,1794.8%ETFDFACDimensional U.S. Core Equity 2 ETF$30,435,562$1,431,265 ▼-4.5%879,8953.9%ETFDISVDimensional International Small Cap Value ETF$20,379,729$113,162 ▲0.6%767,0202.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$20,225,321$553,447 ▲2.8%772,2542.6%ETFDFUVDimensional US Marketwide Value ETF$19,713,392$545,791 ▼-2.7%481,7542.5%ETFDIMENSIONAL ETF TRUST$17,766,854$4,381,701 ▲32.7%351,1932.2%ULTRASHORT FIXEDDIMENSIONAL ETF TRUST$17,308,293$574,234 ▲3.4%329,0552.2%GLOBAL CR ETFDIHPDimensional International High Profitability ETF$16,856,229$843,867 ▲5.3%668,1032.1%ETFDIMENSIONAL ETF TRUST$16,093,209$2,946,366 ▼-15.5%257,6562.0%WORLD EQUITY ETFDIMENSIONAL ETF TRUST$15,718,659$3,406,582 ▲27.7%297,5332.0%GLOBAL CORE PLUSDFAEDimensional Emerging Core Equity Market ETF$11,711,661$107,594 ▲0.9%461,6341.5%ETFDFIVDimensional International Value ETF$9,247,631$325,033 ▼-3.4%260,6431.2%ETFDFATDimensional U.S. Targeted Value ETF$7,926,072$243,846 ▼-3.0%142,4021.0%ETFDFEVDimensional Emerging Markets Value ETF$5,692,148$88,406 ▲1.6%217,1750.7%ETFDIMENSIONAL ETF TRUST$5,614,303$802,955 ▲16.7%107,3070.7%GLOBAL EX US CORDEHPDimensional Emerging Markets High Profitability ETF$5,577,395$168,034 ▲3.1%225,4400.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,135,085$283,603 ▼-5.2%206,5600.6%ETFAAPLApple$3,209,760$2,142,010 ▲200.6%12,8180.4%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$3,093,108$1,010,001 ▲48.5%64,7500.4%ETFMCDMcDonald's$2,174,405$2,117,588 ▲3,727.0%7,5010.3%Retail/WholesaleMSFTMicrosoft$2,017,442$394,552 ▲24.3%4,7860.3%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,912,359$183,663 ▼-8.8%50,4580.2%ETFDFISDimensional International Small Cap ETF$1,367,054$26,077 ▼-1.9%55,6730.2%ETFIBMInternational Business Machines$1,298,976$1,271,277 ▲4,589.7%5,9090.2%Computer and TechnologyDFARDimensional US Real Estate ETF$1,279,369$442 ▲0.0%54,9790.2%ETFNVDANVIDIA$1,156,506$842,402 ▲268.2%8,6120.1%Computer and TechnologyACVAACV Auctions$1,125,360$1,125,360 ▲New Holding52,1000.1%Retail/WholesaleDFSIDimensional International Sustainability Core 1 ETF$994,173$43,953 ▲4.6%30,2640.1%ETFVUGVanguard Growth ETF$862,7450.0%2,1020.1%ETFVBVanguard Small-Cap ETF$838,754$726,312 ▲645.9%3,8640.1%ETFVOOVanguard S&P 500 ETF$790,9740.0%1,4680.1%ETFWSBCWesBanco$744,091$710,152 ▲2,092.4%22,8670.1%FinanceIWDiShares Russell 1000 Value ETF$732,829$326,607 ▲80.4%3,9580.1%ETFVONVVanguard Russell 1000 Value$723,465$723,465 ▲New Holding8,9040.1%ETFVEUVanguard FTSE All-World ex-US ETF$665,669$665,669 ▲New Holding11,5950.1%ETFQQQInvesco QQQ$662,043$206,537 ▲45.3%1,2950.1%FinanceEQTEQT$628,553$626,063 ▲25,144.4%13,6320.1%Oils/EnergyDFSBDimensional Global Sustainability Fixed Income ETF$617,750$4,737 ▼-0.8%12,1270.1%ETFDFAIDimensional International Core Equity Market ETF$606,711$474,816 ▲360.0%20,7780.1%ETFBRK.BBerkshire Hathaway$582,012$339,960 ▲140.4%1,2840.1%FinanceVTIVanguard Total Stock Market ETF$579,997$579,997 ▲New Holding2,0010.1%ETFORCLOracle$563,297$405,307 ▲256.5%3,3800.1%Computer and TechnologyHONHoneywell International$491,311$435,742 ▲784.1%2,1750.1%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$459,760$15,306 ▼-3.2%7810.1%ETFDDominion Energy$443,509$435,968 ▲5,781.4%8,2340.1%UtilitiesVPUVanguard Utilities ETF$430,013$430,013 ▲New Holding2,6310.1%ETFAMZNAmazon.com$420,352$145,675 ▲53.0%1,9160.1%Retail/WholesaleVTVVanguard Value ETF$419,910$135,116 ▲47.4%2,4800.1%ETFLLYEli Lilly and Company$370,560$310,344 ▲515.4%4800.0%MedicalTSLATesla$348,514$314,995 ▲939.8%8630.0%Auto/Tires/TrucksVZVerizon Communications$333,197$50,148 ▲17.7%8,3320.0%Computer and TechnologyBKBank of New York Mellon$320,136$236,088 ▲280.9%4,1670.0%FinanceUSBU.S. Bancorp$319,318$299,755 ▲1,532.3%6,6760.0%FinanceNEENextEra Energy$296,654$275,936 ▲1,331.8%4,1380.0%UtilitiesIWMiShares Russell 2000 ETF$287,375$287,375 ▲New Holding1,3010.0%FinanceMAMastercard$273,290$527 ▲0.2%5190.0%Business ServicesIWNiShares Russell 2000 Value ETF$273,271$253,576 ▲1,287.5%1,6650.0%ETFXOMExxon Mobil$257,144$44,543 ▼-14.8%2,3900.0%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$247,0600.0%3,9650.0%ETFTAT&T$235,523$144,902 ▲159.9%10,3440.0%Computer and TechnologyUPSUnited Parcel Service$230,511$224,332 ▲3,630.6%1,8280.0%TransportationNOWServiceNow$214,1450.0%2020.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$205,5300.0%2,3250.0%ETFLOWLowe's Companies$204,762$34,785 ▲20.5%8300.0%Retail/WholesaleFDXFedEx$202,558$195,243 ▲2,669.2%7200.0%TransportationGOOGLAlphabet$196,683$3,975 ▲2.1%1,0390.0%Computer and TechnologyBPBP$189,3320.0%6,4050.0%Oils/EnergyVYMVanguard High Dividend Yield ETF$188,326$159,490 ▲553.1%1,4760.0%ETFAMDAdvanced Micro Devices$175,629$121 ▲0.1%1,4540.0%Computer and TechnologyMETAMeta Platforms$174,731$68,602 ▲64.6%2980.0%Computer and TechnologySMHVanEck Semiconductor ETF$173,6360.0%7170.0%ManufacturingOUNZVan Eck Merk Gold Trust$162,679$40,101 ▲32.7%6,4300.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$156,712$232,086 ▼-59.7%4,7300.0%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$156,0580.0%3,5900.0%FinanceFNDFSchwab Fundamental International Large Company Index ETF$147,4530.0%4,4400.0%ETFNANRSPDR S&P North American Natural Resources ETF$147,1990.0%2,8800.0%ETFTJXTJX Companies$133,858$104,743 ▲359.8%1,1080.0%Retail/WholesaleADPAutomatic Data Processing$124,411$293 ▲0.2%4250.0%Business ServicesUNHUnitedHealth Group$121,913$54,127 ▲79.9%2410.0%MedicalTTTrane Technologies$120,039$110,067 ▲1,103.7%3250.0%ConstructionAVGOBroadcom$115,225$101,778 ▲756.9%4970.0%Computer and TechnologyGOOGAlphabet$113,693$4,380 ▲4.0%5970.0%Computer and TechnologyCMCSAComcast$109,910$8,856 ▼-7.5%2,9290.0%Consumer DiscretionaryEMREmerson Electric$107,572$5,577 ▼-4.9%8680.0%Industrial ProductsBACBank of America$107,003$25,751 ▼-19.4%2,4350.0%FinanceEXRExtra Space Storage$106,964$106,964 ▲New Holding7150.0%FinanceMPCMarathon Petroleum$106,299$57,614 ▲118.3%7620.0%Oils/EnergyPEPPepsiCo$105,682$4,562 ▼-4.1%6950.0%Consumer StaplesMOAltria Group$102,123$52 ▼-0.1%1,9530.0%Consumer StaplesPNCThe PNC Financial Services Group$102,018$19,092 ▼-15.8%5290.0%FinancePGProcter & Gamble$101,093$33,027 ▲48.5%6030.0%Consumer StaplesNOVNOV$100,772$99,838 ▲10,684.4%6,9020.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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