DiNuzzo Private Wealth, Inc.

Registered adviser

CIK

1994563

Location

BEAVER, PA

Portfolio Value

Mid $1,002,594,110

Diversification

Highly concentrated

Filing Date

Global Rank

#2,409 / 8,807 ▼ 217 · as of Jun 2026

Top Industry

Semiconductors 12.8%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 112778

Roster of Oct 1, 2026

Regulatory AUM

$1,177,328,579

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,177,328,579	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$1,012,887,070	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$946,475,627	Individuals and high net worth (96%)
May 2023 to Mar 2024	$842,108,771	Individuals and high net worth (96%)
Apr 2023	$842,108,771	Individuals and high net worth (96%)
Apr 2022 to Mar 2023	$929,492,175	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.7% of the book (60%+)

Turnover

Low turnover

4.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 95.8%; sector active share 87.8% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,367 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

95.8%

−0.1 pts

Top 5

97.0%

−0.0 pts

Top 10

97.6%

−0.0 pts

HHI

9,171

Highly concentrated−20

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.0%	$972,957,015	133
Technology	1.3%	$12,709,240	197
Financial Services	0.4%	$4,002,607	213
Consumer Cyclical	0.3%	$3,234,358	165
Industrials	0.3%	$2,534,393	218
Energy	0.2%	$2,084,408	68
Communication Services	0.2%	$1,534,430	49
Healthcare	0.1%	$1,440,887	131
Utilities	0.1%	$997,690	51
Consumer Defensive	0.1%	$594,774	66
Basic Materials	0.0%	$294,228	56
Real Estate	0.0%	$210,080	20

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	+174,731	2,932,332	$117,645,159
DFSD	Dimensional Short-Duration Fixed Income ETF	+43,929	2,124,507	$98,730,089
DFGR	Dimensional Global Real Estate ETF	+37,562	1,881,608	$50,897,496
DFGP	Dimensional Global Core Plus Fixed Income ETF	+23,964	526,634	$27,345,997
DFIC	Dimensional International Core Equity 2 ETF	+17,387	1,405,022	$52,842,877
DUHP	Dimensional US High Profitability ETF	+15,952	1,252,931	$52,510,338
DIHP	Dimensional International High Profitability ETF	+10,949	653,738	$22,024,433
DFNM	Dimensional National Municipal Bond ETF	+10,455	98,704	$4,543,345
DUSB	Dimensional Ultrashort Fixed Income ETF	+8,224	632,046	$31,912,002
DFUS	Dimensional U.S. Equity Market ETF	+4,551	1,174,418	$97,511,926
DISV	Dimensional International Small Cap Value ETF	+3,813	645,733	$27,953,781
OUNZ	VanEck Merk Gold ETF	+2,900	31,140	$1,242,486
DFEV	Dimensional Emerging Markets Value ETF	+1,235	193,811	$8,217,586
DFAE	Dimensional Emerging Core Equity Market ETF	+1,203	400,367	$15,738,426
SYK	Stryker Corp	+663	680	$187,265
XOM	ExxonMobil Holdings Corp	+460	2,842	$462,535
AMAT	Applied Materials Inc /De	+400	532	$272,054
TXN	Texas Instruments Inc	+400	448	$125,480
CL	Colgate Palmolive Co	+400	445	$37,967
JNJ	Johnson & Johnson	+395	823	$217,881
CMS	Cms Energy Corp	+375	414	$26,115
DFSB	Dimensional Global Sustainability Fixed Income ETF	+325	13,453	$666,596
DEHP	Dimensional Emerging Markets High Profitability ETF	+261	196,062	$8,065,990
GOOG	Alphabet Inc.	+230	743	$253,169
MPC	Marathon Petroleum Corp	+200	950	$375,649
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAW	Dimensional World Equity ETF	−15,108	226,256	$18,623,131
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−11,398	705,445	$28,020,275
DFLV	Dimensional US Large Cap Value ETF	−8,024	1,750,198	$70,305,453
DFAC	Dimensional U.S. Core Equity 2 ETF	−7,383	909,704	$40,436,342
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−6,834	172,439	$6,383,691
DFUV	Dimensional U.S. Marketwide Value ETF	−6,291	446,378	$24,550,790
DFIV	Dimensional International Value ETF	−5,299	229,387	$12,813,557
DFAT	Dimensional U.S. Targeted Value ETF	−5,006	126,664	$8,415,556
DFSV	Dimensional US Small Cap Value ETF	−3,316	1,297,318	$48,610,505
DFGX	Dimensional International Core Fixed Income ETF	−3,297	103,647	$5,300,403
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−1,678	16,545	$814,344
DGCB	Dimensional Global Credit ETF	−1,254	321,181	$16,671,542
DFAS	Dimensional U.S. Small Cap ETF	−1,245	717,924	$55,581,676
SCHX	Schwab U.S. Large-Cap ETF	−678	415	$12,450
AAPL	Apple Inc.	−558	10,836	$3,608,604
FNDA	Schwab Strategic Trust	−434	124	$4,340
BNY	Bank of New York Mellon Corp	−297	3,913	$565,937
DFIS	Dimensional International Small Cap ETF	−257	46,780	$1,694,839
AMZN	Amazon Com Inc	−120	1,848	$460,429
OPEN	Opendoor Technologies Inc.	−109	14	$33
BSX	Boston Scientific Corp	−60	46	$2,007
NVDA	Nvidia Corp	−50	8,720	$1,991,473
MQ	Marqeta, Inc.	−39	8	$135
BAC	Bank Of America Corp /De/	−38	2,043	$111,200
NCLH	Norwegian Cruise Line Holdings Ltd.	−37	508	$7,447
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,122	$236,674
STM	STMicroelectronics N.V.	275	$14,674
PBA	Pembina Pipeline Corp	250	$11,145
SMR	NUSCALE POWER Corp	229	$1,809
SMCI	Super Micro Computer, Inc.	34	$1,396
QLYS	Qualys, Inc.	6	$1,123
TEAM	Atlassian Corp	6	$1,075
SAN	Banco Santander, S.A.	70	$968
IONQ	IonQ, Inc.	19	$833
JHX	James Hardie Industries plc	30	$759
PRMB	Primo Brands Corp	24	$457
GIL	Gildan Activewear Inc.	10	$426
MFP	Midera Food Processing, Inc.	10	$408
ELF	e.l.f. Beauty, Inc.	4	$403
SAIL	SailPoint, Inc.	19	$386
LSCC	Lattice Semiconductor Corp	3	$376
SEI	Solaris Energy Infrastructure, Inc.	5	$355
SUNC	SunocoCorp LLC	4	$292
TGTX	Tg Therapeutics, Inc.	5	$278
MBGL	Mobility Global Inc.	14	$240
ADIG	Adi Global Distribution Inc.	13	$232
CHEF	Chefs' Warehouse, Inc.	2	$224
BKD	Brookdale Senior Living Inc.	19	$205
APPF	Appfolio Inc	1	$200
CALY	Callaway Golf Co	14	$197
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BFS	Saul Centers, Inc.	600	$22,434
—		735	$22,314
SKYD	Skydance Corp	606	$11,950
JHMM	John Hancock Multifactor Mid Cap ETF	74	$5,547
—		26	$5,331
FUN	Six Flags Entertainment Corporation/NEW	145	$3,088
—		35	$2,674
—		33	$1,714
TEVA	Teva Pharmaceutical Industries Ltd	48	$1,626
OI	O-I Glass, Inc. /DE/	26	$250
TGLS	Tecnoglass Holdings Inc.	5	$234
PLUG	Plug Power Inc	83	$224
SLVM	Sylvamo Corp	5	$189
HWKN	Hawkins Inc	1	$142
DXC	DXC Technology Co	13	$115
CLBK	Columbia Financial, Inc./MD/	5	$106
KMPR	KEMPER Corp	3	$80
—		2	$66
—		7	$65
FLO	Flowers Foods Inc	4	$31
FMC	Fmc Corp	2	$23
CNXC	Concentrix Corp	1	$22
BRBR	Bellring Brands, Inc.	1	$12
GTM	ZoomInfo Technologies Inc.	4	$11
EFG	iShares MSCI EAFE Growth ETF	44	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,367 tracked positions · $1,002,594,110 total · filing declares 1,372 positions · $1,006,196,282 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,367 positions by value · page 1 of 28

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFCF	Dimensional Core Fixed Income ETF	Added	2,932,332	+174,731	$117,645,159	+1.1%	11.73%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	2,124,507	+43,929	$98,730,089	−0.6%	9.85%
DFUS	Dimensional U.S. Equity Market ETF	Added	1,174,418	+4,551	$97,511,926	+1.7%	9.73%
DFLV	Dimensional US Large Cap Value ETF	Reduced	1,750,198	-8,024	$70,305,453	+1.1%	7.01%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	717,924	-1,245	$55,581,676	−6.1%	5.54%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,405,022	+17,387	$52,842,877	+2.2%	5.27%
DUHP	Dimensional US High Profitability ETF	Added	1,252,931	+15,952	$52,510,338	+1.7%	5.24%
DFGR	Dimensional Global Real Estate ETF	Added	1,881,608	+37,562	$50,897,496	−4.7%	5.08%
DFSV	Dimensional US Small Cap Value ETF	Reduced	1,297,318	-3,316	$48,610,505	−3.6%	4.85%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	909,704	-7,383	$40,436,342	−0.6%	4.03%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	632,046	+8,224	$31,912,002	+0.7%	3.18%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	705,445	-11,398	$28,020,275	−3.8%	2.79%
DISV	Dimensional International Small Cap Value ETF	Added	645,733	+3,813	$27,953,781	+8.5%	2.79%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	526,634	+23,964	$27,345,997	−0.1%	2.73%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	446,378	-6,291	$24,550,790	−1.4%	2.45%
DIHP	Dimensional International High Profitability ETF	Added	653,738	+10,949	$22,024,433	+0.4%	2.20%
DFAW	Dimensional World Equity ETF	Reduced	226,256	-15,108	$18,623,131	−6.8%	1.86%
DGCB	Dimensional Global Credit ETF	Reduced	321,181	-1,254	$16,671,542	−5.4%	1.66%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	400,367	+1,203	$15,738,426	−1.9%	1.57%
DFIV	Dimensional International Value ETF	Reduced	229,387	-5,299	$12,813,557	+1.1%	1.28%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	126,664	-5,006	$8,415,556	−8.6%	0.84%
DFEV	Dimensional Emerging Markets Value ETF	Added	193,811	+1,235	$8,217,586	+0.0%	0.82%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	196,062	+261	$8,065,990	−3.7%	0.80%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	172,439	-6,834	$6,383,691	−3.3%	0.64%
DFGX	Dimensional International Core Fixed Income ETF	Reduced	103,647	-3,297	$5,300,403	−7.5%	0.53%
DFNM	Dimensional National Municipal Bond ETF	Added	98,704	+10,455	$4,543,345	+6.5%	0.45%
AAPL	Apple Inc. Technology	Reduced	10,836	-558	$3,608,604	+9.5%	0.36%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	55,626	+155	$2,623,878	+1.4%	0.26%
MSFT	Microsoft Corp Technology	Added	4,173	+102	$2,140,331	+40.9%	0.21%
NVDA	Nvidia Corp Technology	Reduced	8,720	-50	$1,991,473	+13.5%	0.20%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,601	+16	$1,755,374	−14.4%	0.18%
DFIS	Dimensional International Small Cap ETF	Reduced	46,780	-257	$1,694,839	+2.9%	0.17%
IBM	International Business Machines Corp Technology	Held	5,907	0	$1,299,126	−21.8%	0.13%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	28,734	+176	$1,297,914	+0.8%	0.13%
OUNZ	VanEck Merk Gold ETF	Added	31,140	+2,900	$1,242,486	+14.0%	0.12%
VUG	VANGUARD GROWTH INDEX FUND	Held	12,612	0	$1,136,467	+4.6%	0.11%
DFAR	Dimensional US Real Estate ETF	Added	46,244	+185	$1,117,255	−7.3%	0.11%
VB	Vanguard Index Funds	Held	3,875	0	$1,102,398	−6.1%	0.11%
VOO	VANGUARD 500 INDEX FUND	Held	1,551	0	$1,087,033	+2.0%	0.11%
QQQ	Invesco Qqq Trust, Series 1	Held	1,321	0	$977,236	+0.5%	0.10%
VEU	Vanguard International Equity Index Funds	Held	11,754	0	$975,229	−0.9%	0.10%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Held	8,904	0	$967,864	+2.2%	0.10%
AMD	Advanced Micro Devices Inc Technology	Added	1,555	+94	$951,286	+12.1%	0.09%
WSBC	Wesbanco Inc Financial Services	Added	22,780	+21	$852,427	−4.0%	0.09%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	16,545	-1,678	$814,344	−11.0%	0.08%
DFAI	Dimensional International Core Equity Market ETF	Added	19,557	+128	$810,246	+1.1%	0.08%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,160	+5	$808,358	+1.4%	0.08%
DFSB	Dimensional Global Sustainability Fixed Income ETF	Added	13,453	+325	$666,596	−2.6%	0.07%
EQT	EQT Corp Energy	Held	13,625	0	$661,630	−8.7%	0.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,184	+100	$589,572	+8.7%	0.06%

Showing the top 50 of 1,367 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.