Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2024) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $740.85 million in total holdings as of June 30, 2024.Dinuzzo Private Wealth, Inc. owns shares of 1,410 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.58% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,389 new stocks and bought additional shares in 1,028 stocks.Dinuzzo Private Wealth, Inc. sold shares of 123 stocks and completely divested from 62 stocks this quarter.Largest Holdings Dimensional Short-Duration Fixed Income ETF $94,019,273Dimensional U.S. Equity ETF $75,715,734Dimensional Core Fixed Income ETF $73,921,942Dimensional US Large Cap Value ETF $53,543,555Dimensional U.S. Small Cap ETF $43,527,550 Largest New Holdings this Quarter BP $231,221 HoldingVanEck Semiconductor ETF $186,922 HoldingWisdomTree International Hedged Quality Dividend Growth Fund $163,669 HoldingSchwab Fundamental International Large Company Index ETF $155,534 HoldingVan Eck Merk Gold Trust $108,819 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 124,318 shares (about $5.16M)DIMENSIONAL ETF TRUST 60,823 shares (about $3.08M)Pinterest 51,107 shares (about $2.25M)DIMENSIONAL ETF TRUST 29,002 shares (about $1.53M)Dimensional Global Real Estate ETF 44,130 shares (about $1.10M) Largest Sales this Quarter DIMENSIONAL ETF TRUST 40,386 shares (about $2.40M)Dimensional U.S. Equity ETF 19,644 shares (about $1.16M)Samsara 30,997 shares (about $1.05M)Dimensional US High Profitability ETF 28,587 shares (about $914.50K)Dimensional US Large Cap Value ETF 29,875 shares (about $863.69K) 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$94,019,273$179,446 ▲0.2%2,000,41012.7%ETFDFUSDimensional U.S. Equity ETF$75,715,734$1,156,049 ▼-1.5%1,286,58910.2%ETFDFCFDimensional Core Fixed Income ETF$73,921,942$5,164,171 ▲7.5%1,779,53610.0%ETFDFLVDimensional US Large Cap Value ETF$53,543,555$863,686 ▼-1.6%1,852,0777.2%ETFDFASDimensional U.S. Small Cap ETF$43,527,550$68,671 ▲0.2%724,4935.9%ETFDUHPDimensional US High Profitability ETF$41,593,012$914,498 ▼-2.2%1,300,1885.6%ETFDFGRDimensional Global Real Estate ETF$38,371,152$1,102,809 ▲3.0%1,535,4605.2%ETFDFICDimensional International Core Equity 2 ETF$38,337,313$506,345 ▲1.3%1,458,2475.2%ETFDFSVDimensional US Small Cap Value ETF$35,868,043$319,170 ▲0.9%1,246,2844.8%ETFDFACDimensional U.S. Core Equity 2 ETF$29,701,844$273,105 ▼-0.9%921,2734.0%ETFDISVDimensional International Small Cap Value ETF$20,522,090$103,961 ▼-0.5%762,7612.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$20,077,493$184,571 ▲0.9%751,1222.7%ETFDFUVDimensional US Marketwide Value ETF$19,442,275$243,945 ▼-1.2%495,0922.6%ETFDIMENSIONAL ETF TRUST$18,149,472$2,404,584 ▼-11.7%304,8282.4%WORLD EQUITY ETFDIMENSIONAL ETF TRUST$16,755,979$303,110 ▲1.8%318,1382.3%GLOBAL CR ETFDIHPDimensional International High Profitability ETF$16,704,152$216,377 ▲1.3%634,6562.3%ETFDIMENSIONAL ETF TRUST$13,406,320$3,081,902 ▲29.9%264,5811.8%ULTRASHORT FIXEDDIMENSIONAL ETF TRUST$12,330,717$1,534,494 ▲14.2%233,0511.7%GLOBAL CORE PLUSDFAEDimensional Emerging Core Equity Market ETF$11,832,768$86,665 ▲0.7%457,3931.6%ETFDFIVDimensional International Value ETF$9,696,744$189,979 ▼-1.9%269,8041.3%ETFDFATDimensional U.S. Targeted Value ETF$7,613,619$165,361 ▼-2.1%146,7831.0%ETFDFEVDimensional Emerging Markets Value ETF$5,879,556$92,070 ▲1.6%213,8020.8%ETFDEHPDimensional Emerging Markets High Profitability ETF$5,689,232$120,057 ▲2.2%218,6480.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,540,755$71,812 ▼-1.3%217,9680.7%ETFDIMENSIONAL ETF TRUST$4,830,659$333,566 ▲7.4%91,9600.7%GLOBAL EX US CORPINSPinterest$2,253,123$2,252,286 ▲268,984.2%51,1260.3%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$2,083,107$201,112 ▲10.7%43,6070.3%ETFDFSUDimensional US Sustainability Core 1 ETF$1,927,898$84,431 ▼-4.2%55,3040.3%ETFMSFTMicrosoft$1,720,758$362,477 ▲26.7%3,8500.2%Computer and TechnologyDFISDimensional International Small Cap ETF$1,397,385$147,164 ▲11.8%56,7350.2%ETFDFARDimensional US Real Estate ETF$1,214,621$1,591 ▼-0.1%54,9600.2%ETFDFSIDimensional International Sustainability Core 1 ETF$952,823$19,731 ▼-2.0%28,9260.1%ETFAAPLApple$898,084$47,179 ▲5.5%4,2640.1%Computer and TechnologyVUGVanguard Growth ETF$786,1700.0%2,1020.1%ETFVOOVanguard S&P 500 ETF$734,1910.0%1,4680.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$624,442$111,296 ▼-15.1%12,2200.1%ETFIVViShares Core S&P 500 ETF$441,6150.0%8070.1%ETFQQQInvesco QQQ$426,888$15,811 ▲3.8%8910.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$392,654$15,258 ▼-3.7%11,7350.1%ETFIWDiShares Russell 1000 Value ETF$382,788$26,519 ▼-6.5%2,1940.1%ETFXOMExxon Mobil$322,797$103,378 ▼-24.3%2,8040.0%Oils/EnergyVZVerizon Communications$291,897$127,514 ▲77.6%7,0780.0%Computer and TechnologyNVDANVIDIA$288,961$273,889 ▲1,817.2%2,3390.0%Computer and TechnologyVTVVanguard Value ETF$269,8100.0%1,6820.0%ETFAMZNAmazon.com$241,949$74,788 ▲44.7%1,2520.0%Retail/WholesaleAMDAdvanced Micro Devices$235,692$1,622 ▲0.7%1,4530.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$232,032$185,626 ▲400.0%3,9650.0%ETFBPBP$231,221$231,221 ▲New Holding6,4050.0%Oils/EnergyMAMastercard$228,521$11,911 ▲5.5%5180.0%Business ServicesBRK.BBerkshire Hathaway$217,232$47,596 ▲28.1%5340.0%FinanceIWRiShares Russell Mid-Cap ETF$188,5110.0%2,3250.0%ETFSMHVanEck Semiconductor ETF$186,922$186,922 ▲New Holding7170.0%ManufacturingGOOGLAlphabet$185,429$136,066 ▲275.6%1,0180.0%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$163,669$163,669 ▲New Holding3,5900.0%FinanceNOWServiceNow$158,908$4,720 ▲3.1%2020.0%Computer and TechnologyNANRSPDR S&P North American Natural Resources ETF$156,8690.0%2,8800.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$155,534$155,534 ▲New Holding4,4400.0%ETFLOWLowe's Companies$151,897$441 ▲0.3%6890.0%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$134,020$3,768 ▲2.9%4,5170.0%ETFORCLOracle$133,816$2,541 ▲1.9%9480.0%Computer and TechnologyMRKMerck & Co., Inc.$128,381$4,085 ▲3.3%1,0370.0%MedicalCMCSAComcast$123,942$14,059 ▲12.8%3,1650.0%Consumer DiscretionaryBACBank of America$120,146$3,420 ▼-2.8%3,0210.0%FinancePEPPepsiCo$119,5750.0%7250.0%Consumer StaplesOUNZVan Eck Merk Gold Trust$108,819$108,819 ▲New Holding4,8450.0%ETFGOOGAlphabet$105,284$63,097 ▲149.6%5740.0%Computer and TechnologyADPAutomatic Data Processing$101,205$3,342 ▼-3.2%4240.0%Business ServicesEMREmerson Electric$100,577$441 ▲0.4%9130.0%Industrial ProductsVBVanguard Small-Cap ETF$100,088$5,024 ▲5.3%5180.0%ETFJNJJohnson & Johnson$99,682$4,239 ▲4.4%6820.0%MedicalCSXCSX$97,909$870 ▲0.9%2,9270.0%TransportationPNCThe PNC Financial Services Group$97,642$15,859 ▲19.4%6280.0%FinanceAVGOBroadcom$93,121$4,817 ▲5.5%580.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$92,5640.0%1,8730.0%ETFMETAMeta Platforms$91,264$27,228 ▲42.5%1810.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$89,7110.0%1,2350.0%ETFMOAltria Group$89,005$87,092 ▲4,552.4%1,9540.0%Consumer StaplesCVXChevron$88,378$3,285 ▲3.9%5650.0%Oils/EnergySOSouthern$88,275$698 ▲0.8%1,1380.0%UtilitiesELVElevance Health$83,447$1,626 ▲2.0%1540.0%MedicalVVisa$83,203$10,761 ▲14.9%3170.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$83,1950.0%7800.0%ETFJPMJPMorgan Chase & Co.$80,500$21,844 ▲37.2%3980.0%FinanceTAT&T$76,058$9,192 ▲13.7%3,9800.0%Computer and TechnologyXRTSPDR S&P Retail ETF$74,9800.0%1,0000.0%ETFINTCIntel$73,399$496 ▼-0.7%2,3700.0%Computer and TechnologyVGTVanguard Information Technology ETF$72,0740.0%1250.0%ETFLLYEli Lilly and Company$70,620$37,121 ▼-34.5%780.0%MedicalUNHUnitedHealth Group$68,241$2,037 ▼-2.9%1340.0%MedicalPGProcter & Gamble$66,958$3,628 ▲5.7%4060.0%Consumer StaplesBKBank of New York Mellon$65,520$42,941 ▲190.2%1,0940.0%FinanceVOEVanguard Mid-Cap Value ETF$63,9330.0%4250.0%ETFXLKTechnology Select Sector SPDR Fund$62,2140.0%2750.0%ETFMPCMarathon Petroleum$60,545$1,388 ▲2.3%3490.0%Oils/EnergyGEGeneral Electric$59,773$1,431 ▲2.5%3760.0%TransportationVOTVanguard Mid-Cap Growth ETF$57,1610.0%2490.0%ETFHONHoneywell International$52,531$1,495 ▲2.9%2460.0%Multi-Sector ConglomeratesPPGPPG Industries$50,690$26,037 ▲105.6%4030.0%Basic MaterialsMCDMcDonald's$49,949$2,294 ▼-4.4%1960.0%Retail/WholesaleCATCaterpillar$47,301$1,666 ▲3.6%1420.0%Industrial ProductsShowing 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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