DiNuzzo Private Wealth, Inc.

Est. AUM

$927.6M

13F long equity only

Positions

1,344

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$106.5M	2,521,571	11.48%	SOLE
2	DIMENSIONAL ETF TRUST	SHORT DURATION F	$97.7M	2,041,183	10.54%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$83.4M	1,176,569	8.99%	SOLE
4	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$64.4M	1,804,410	6.95%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$52.3M	735,546	5.64%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$49.2M	1,385,033	5.30%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$48.9M	1,839,517	5.27%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$47.2M	1,347,565	5.09%	SOLE
9	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$45.0M	1,225,021	4.85%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$35.6M	917,351	3.84%	SOLE
11	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$28.8M	568,272	3.11%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$25.6M	740,196	2.76%	SOLE
13	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$25.5M	646,728	2.75%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$24.9M	460,302	2.68%	SOLE
15	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.1M	455,449	2.38%	SOLE
16	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$20.6M	639,744	2.22%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$17.6M	325,412	1.90%	SOLE
18	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$17.2M	233,140	1.85%	SOLE
19	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$14.4M	425,244	1.55%	SOLE
20	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$12.5M	237,577	1.35%	SOLE
21	DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.4M	133,937	0.90%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$7.3M	205,355	0.79%	SOLE
23	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$7.2M	213,393	0.78%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$6.3M	184,475	0.68%	SOLE
25	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$5.5M	105,331	0.60%	SOLE
26	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.1M	86,095	0.44%	SOLE
27	APPLE INC	COM	$3.0M	11,651	0.32%	SOLE
28	MCDONALDS CORP	COM	$2.4M	7,570	0.25%	SOLE
29	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.3M	55,352	0.25%	SOLE
30	NU HLDGS LTD	ORD SHS CL A	$1.6M	114,000	0.18%	SOLE
31	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.6M	48,007	0.17%	SOLE
32	NVIDIA CORPORATION	COM	$1.5M	8,763	0.16%	SOLE
33	MICROSOFT CORP	COM	$1.5M	4,078	0.16%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5,908	0.15%	SOLE
35	VANECK MERK GOLD ETF	GOLD SHS	$1.3M	28,590	0.14%	SOLE
36	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.2M	28,579	0.13%	SOLE
37	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.1M	45,981	0.12%	SOLE
38	VANGUARD INDEX FDS	GROWTH ETF	$918K	2,102	0.10%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$883K	1,478	0.10%	SOLE
40	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$871K	11,595	0.09%	SOLE
41	EQT CORP	COM	$867K	13,626	0.09%	SOLE
42	ISHARES TR	RUS 1000 VAL ETF	$846K	3,958	0.09%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$835K	8,904	0.09%	SOLE
44	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$825K	21,174	0.09%	SOLE
45	WESBANCO INC	COM	$784K	22,736	0.08%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$762K	1,321	0.08%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$702K	2,187	0.08%	SOLE
48	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$550K	10,628	0.06%	SOLE
49	DOMINION ENERGY INC	COM	$550K	8,893	0.06%	SOLE
50	VANGUARD WORLD FD	UTILITIES ETF	$540K	2,724	0.06%	SOLE

1–50 of 1,344

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.