Dinuzzo Private Wealth, Inc. Top Holdings and 13F Report (2025) About Dinuzzo Private Wealth, Inc.Investment ActivityDinuzzo Private Wealth, Inc. has $794.36 million in total holdings as of March 31, 2025.Dinuzzo Private Wealth, Inc. owns shares of 1,381 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Dinuzzo Private Wealth, Inc. has purchased 1,413 new stocks and bought additional shares in 430 stocks.Dinuzzo Private Wealth, Inc. sold shares of 422 stocks and completely divested from 57 stocks this quarter.Largest Holdings Dimensional Short-Duration Fixed Income ETF $92,733,728Dimensional Core Fixed Income ETF $92,355,854Dimensional U.S. Equity ETF $72,441,820Dimensional US Large Cap Value ETF $54,665,671Dimensional Global Real Estate ETF $42,534,082 Largest New Holdings this Quarter 464287309 - iShares S&P 500 Growth ETF $180,091 Holding81369Y209 - Health Care Select Sector SPDR Fund $19,712 Holding27828Y108 - Eaton Vance Tax-Managed Buy-Write Opportunities Fund $17,134 Holding78464A870 - SPDR S&P Biotech ETF $16,220 Holding032108409 - Amplify YieldShares CWP Dividend & Option Income ETF $13,251 Holding Largest Purchases this Quarter Newmont 60,016 shares (about $2.90M)DIMENSIONAL ETF TRUST 37,496 shares (about $1.90M)DIMENSIONAL ETF TRUST 25,080 shares (about $1.34M)Dimensional U.S. Core Equity 2 ETF 13,683 shares (about $451.40K)Dimensional Core Fixed Income ETF 10,313 shares (about $433.76K) Largest Sales this Quarter Dimensional U.S. Equity ETF 5,760 shares (about $348.36K)Dimensional US Large Cap Value ETF 11,189 shares (about $342.05K)DIMENSIONAL ETF TRUST 4,435 shares (about $271.78K)Dimensional US High Profitability ETF 6,541 shares (about $216.77K)Dimensional International Small Cap Value ETF 6,590 shares (about $191.90K) 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$92,733,728$81,117 ▲0.1%1,951,46711.7%ETFDFCFDimensional Core Fixed Income ETF$92,355,854$433,765 ▲0.5%2,195,81211.6%ETFDFUSDimensional U.S. Equity ETF$72,441,820$348,365 ▼-0.5%1,197,7819.1%ETFDFLVDimensional US Large Cap Value ETF$54,665,671$342,048 ▼-0.6%1,788,2136.9%ETFDFGRDimensional Global Real Estate ETF$42,534,082$303,828 ▲0.7%1,619,7295.4%ETFDFICDimensional International Core Equity 2 ETF$42,304,384$77,173 ▼-0.2%1,523,3845.3%ETFDFASDimensional U.S. Small Cap ETF$42,088,439$2,749 ▼0.0%704,4095.3%ETFDUHPDimensional US High Profitability ETF$40,509,349$216,769 ▼-0.5%1,222,3705.1%ETFDFSVDimensional US Small Cap Value ETF$34,862,410$317,335 ▲0.9%1,238,4524.4%ETFDFACDimensional U.S. Core Equity 2 ETF$29,479,140$451,402 ▲1.6%893,5783.7%ETFDISVDimensional International Small Cap Value ETF$22,143,708$191,901 ▼-0.9%760,4302.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$20,527,848$94,012 ▲0.5%775,8072.6%ETFDFUVDimensional US Marketwide Value ETF$19,745,328$107,764 ▼-0.5%479,1392.5%ETFDIMENSIONAL ETF TRUST$19,718,193$1,902,172 ▲10.7%388,6892.5%ULTRASHORT FIXEDDIHPDimensional International High Profitability ETF$18,005,166$6,466 ▲0.0%668,3432.3%ETFDIMENSIONAL ETF TRUST$17,507,233$11,378 ▲0.1%329,2692.2%GLOBAL CR ETFDIMENSIONAL ETF TRUST$17,237,208$1,340,024 ▲8.4%322,6132.2%GLOBAL CORE PLUSDIMENSIONAL ETF TRUST$15,517,404$271,777 ▼-1.7%253,2212.0%WORLD EQUITY ETFDFAEDimensional Emerging Core Equity Market ETF$11,951,587$129 ▼0.0%461,6291.5%ETFDFIVDimensional International Value ETF$10,146,788$112,137 ▼-1.1%257,7941.3%ETFDFATDimensional U.S. Targeted Value ETF$7,225,592$106,687 ▼-1.5%140,3300.9%ETFDFEVDimensional Emerging Markets Value ETF$5,933,112$58,536 ▲1.0%219,3390.7%ETFDEHPDimensional Emerging Markets High Profitability ETF$5,749,972$64,387 ▲1.1%227,9930.7%ETFDIMENSIONAL ETF TRUST$5,528,468$78,323 ▼-1.4%105,8080.7%GLOBAL EX US CORDFAXDimensional World ex U.S. Core Equity 2 ETF$5,378,165$33,719 ▼-0.6%205,2730.7%ETFDFNMDimensional National Municipal Bond ETF$3,394,120$313,962 ▲10.2%71,3500.4%ETFNEMNewmont$2,901,049$2,897,573 ▲83,355.6%60,0880.4%Basic MaterialsAAPLApple$2,731,423$115,725 ▼-4.1%12,2970.3%Computer and TechnologyMCDMcDonald's$2,347,504$4,373 ▲0.2%7,5150.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$1,829,211$22,310 ▲1.2%51,0810.2%ETFMSFTMicrosoft$1,790,738$6,007 ▼-0.3%4,7700.2%Computer and TechnologyIBMInternational Business Machines$1,469,084$249 ▼0.0%5,9080.2%Computer and TechnologyDFISDimensional International Small Cap ETF$1,439,238$646 ▲0.0%55,6980.2%ETFDFARDimensional US Real Estate ETF$1,301,324$5,538 ▼-0.4%54,7460.2%ETFDFSIDimensional International Sustainability Core 1 ETF$1,042,165$13,747 ▼-1.3%29,8700.1%ETFNVDANVIDIA$912,018$21,351 ▼-2.3%8,4150.1%Computer and TechnologyVBVanguard Small-Cap ETF$781,3070.0%3,8640.1%ETFVUGVanguard Growth ETF$779,4640.0%2,1020.1%ETFVOOVanguard S&P 500 ETF$754,4200.0%1,4680.1%ETFIWDiShares Russell 1000 Value ETF$744,8230.0%3,9580.1%ETFVONVVanguard Russell 1000 Value$734,9510.0%8,9040.1%ETFEQTEQT$728,031$321 ▼0.0%13,6260.1%EnergyWSBCWesBanco$708,639$681 ▲0.1%22,8890.1%FinanceVEUVanguard FTSE All-World ex-US ETF$703,3530.0%11,5950.1%ETFBRK.BBerkshire Hathaway$684,366$533 ▲0.1%1,2850.1%FinanceDFAIDimensional International Core Equity Market ETF$652,905$3,998 ▲0.6%20,9060.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$632,008$7,468 ▲1.2%12,2720.1%ETFQQQInvesco QQQ$607,2520.0%1,2950.1%FinanceVTIVanguard Total Stock Market ETF$552,210$2,199 ▲0.4%2,0090.1%ETFDDominion Energy$477,073$15,418 ▲3.3%8,5090.1%UtilitiesORCLOracle$472,323$280 ▼-0.1%3,3780.1%Computer and TechnologyHONHoneywell International$460,768$212 ▲0.0%2,1760.1%Multi-Sector ConglomeratesVPUVanguard Utilities ETF$452,751$3,416 ▲0.8%2,6510.1%ETFIVViShares Core S&P 500 ETF$438,8440.0%7810.1%ETFVTVVanguard Value ETF$429,257$864 ▲0.2%2,4850.1%ETFAMZNAmazon.com$368,724$4,186 ▲1.1%1,9380.0%Retail/WholesaleBKBank of New York Mellon$349,883$419 ▲0.1%4,1720.0%FinanceVZVerizon Communications$331,310$46,630 ▼-12.3%7,3040.0%Computer and TechnologyOUNZVan Eck Merk Gold Trust$329,250$135,449 ▲69.9%10,9240.0%ETFLLYEli Lilly and Company$306,413$90,024 ▼-22.7%3710.0%MedicalNEENextEra Energy$293,556$213 ▲0.1%4,1410.0%UtilitiesMAMastercard$285,023$548 ▲0.2%5200.0%Business ServicesXOMExxon Mobil$283,815$476 ▼-0.2%2,3860.0%EnergyUSBU.S. Bancorp$281,991$127 ▲0.0%6,6790.0%FinanceIWMiShares Russell 2000 ETF$259,4520.0%1,3010.0%FinanceIWNiShares Russell 2000 Value ETF$251,3150.0%1,6650.0%ETFTAT&T$249,052$43,465 ▼-14.9%8,8070.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$231,3580.0%3,9650.0%ETFTSLATesla$226,765$3,110 ▲1.4%8750.0%Auto/Tires/TrucksBPBP$216,4250.0%6,4050.0%EnergyUPSUnited Parcel Service$201,392$330 ▲0.2%1,8310.0%TransportationIWRiShares Russell Mid-Cap ETF$197,7880.0%2,3250.0%ETFLOWLowe's Companies$193,6530.0%8300.0%Retail/WholesaleVYMVanguard High Dividend Yield ETF$190,3480.0%1,4760.0%ETFIVWiShares S&P 500 Growth ETF$180,091$180,091 ▲New Holding1,9400.0%ETFFDXFedEx$175,5220.0%7200.0%TransportationMETAMeta Platforms$172,634$1,151 ▲0.7%3000.0%Computer and TechnologyNOWServiceNow$160,8210.0%2020.0%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$160,4620.0%4,4400.0%ETFGOOGLAlphabet$160,208$464 ▼-0.3%1,0360.0%Computer and TechnologyNANRSPDR S&P North American Natural Resources ETF$159,8760.0%2,8800.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$159,105$202 ▼-0.1%4,7240.0%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$155,8060.0%3,5900.0%FinanceSMHVanEck Semiconductor ETF$151,6240.0%7170.0%ManufacturingAMDAdvanced Micro Devices$147,535$1,849 ▼-1.2%1,4360.0%Computer and TechnologyTJXTJX Companies$134,711$244 ▼-0.2%1,1060.0%Retail/WholesaleADPAutomatic Data Processing$129,240$611 ▼-0.5%4230.0%Business ServicesPGProcter & Gamble$129,008$26,245 ▲25.5%7570.0%Consumer StaplesUNHUnitedHealth Group$127,795$1,571 ▲1.2%2440.0%MedicalMOAltria Group$117,160$60 ▼-0.1%1,9520.0%Consumer StaplesVVisa$112,148$1,051 ▲0.9%3200.0%Business ServicesMPCMarathon Petroleum$111,162$146 ▲0.1%7630.0%EnergyKMBKimberly-Clark$109,652$77,226 ▲238.2%7710.0%Consumer StaplesTTTrane Technologies$109,163$337 ▼-0.3%3240.0%ConstructionJNJJohnson & Johnson$108,727$3,149 ▲3.0%6560.0%MedicalCMCSAComcast$108,291$221 ▲0.2%2,9350.0%Consumer DiscretionaryEXRExtra Space Storage$106,1710.0%7150.0%FinanceNOVNOV$105,0510.0%6,9020.0%EnergyABBVAbbVie$104,217$419 ▼-0.4%4970.0%MedicalPEPPepsiCo$102,859$1,349 ▼-1.3%6860.0%Consumer StaplesShowing 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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