DiNuzzo Private Wealth, Inc.
CIK 1994563 · View on SEC EDGAR ↗
- Portfolio value
- $927.7M
- Positions
- 1,345
- As of
- March 31, 2026 Data as of Q1 2026
#2,572 of 9,443 by 13F value · top 27.2%
Portfolio value QoQ: +1.0% 13F does not disclose cash
- Top 10 holdings weight
- 67.95%
- Top 25 holdings weight
- 94.25%
- Positions above 1%
- 20
- Effective number of positions
- 17.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 0.48% Est. buys $7,227,583 · sells $4,391,762
- New positions
- 22
- Increased
- 282
- Decreased
- 296
- Closed
- 43
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.0%
Financials
0.4%
Consumer Discretionary
0.3%
Energy
0.2%
Industrials
0.2%
Utilities
0.1%
Financial Services
0.1%
Retail
0.1%
Communication Services
0.1%
Telecommunication
0.1%
Healthcare
0.1%
Logistics & Transportation
0.0%
Consumer products
0.0%
Consumer Staples
0.0%
Real Estate
0.0%
Materials
0.0%
Communications
0.0%
Packaging
0.0%
Diversified Consumer Services
0.0%
Paper & Forest
0.0%
Other/Unmapped
97.1%
Full portfolio 1,345 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFCF | $106,460,744 | 11.48% | 2,521,571 | $2,472,099 | Up ×2 | ||
| DFSD | $97,731,862 | 10.54% | 2,041,183 | $-260,379 | Down ×1 | ||
| DFUS | $83,430,485 | 8.99% | 1,176,569 | $-3,908,008 | Down ×2 | ||
| DFLV | $64,435,483 | 6.95% | 1,804,410 | $2,330,794 | Down ×2 | ||
| DFAS | $52,319,412 | 5.64% | 735,546 | $1,084,679 | Up ×1 | ||
| DFIC | $49,210,221 | 5.30% | 1,385,033 | $1,261,581 | Down ×2 | ||
| DFGR | $48,894,359 | 5.27% | 1,839,517 | $917,522 | Up ×2 | ||
| DFSV | $47,218,677 | 5.09% | 1,347,565 | $2,754,609 | Down ×2 | ||
| DUHP | $45,031,766 | 4.85% | 1,225,021 | $-1,348,247 | Up ×1 | ||
| DFAC | $35,648,245 | 3.84% | 917,351 | $-298,803 | Up ×1 | ||
| DUSB | $28,817,074 | 3.11% | 568,272 | $156,568 | Up ×2 | ||
| DFEM | $25,573,786 | 2.76% | 740,196 | $1,245,806 | Up ×1 | ||
| DISV | $25,506,949 | 2.75% | 646,728 | $417,852 | Down ×2 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $24,851,704 | 2.68% | 460,302 | $1,250,312 | Up ×2 | ||
| DFUV | $22,071,044 | 2.38% | 455,449 | $391,003 | Down ×2 | ||
| DIHP | $20,612,558 | 2.22% | 639,744 | $260,023 | Down ×2 | ||
| DGCB Dimensional Global Credit ETF | $17,616,082 | 1.90% | 325,412 | $-244,230 | Down ×1 | ||
| DFAW | $17,201,083 | 1.85% | 233,140 | $-171,900 | Down ×2 | ||
| DFAE | $14,398,754 | 1.55% | 425,244 | $247,591 | Down ×2 | ||
| DFIV | $12,539,339 | 1.35% | 237,577 | $564,198 | Down ×2 | ||
| DFAT | $8,364,356 | 0.90% | 133,937 | $317,355 | Down ×2 | ||
| DFEV | $7,347,604 | 0.79% | 205,355 | $286,634 | Down ×2 | ||
| DEHP | $7,210,548 | 0.78% | 213,393 | $190,431 | Down ×2 | ||
| DFAX | $6,266,600 | 0.68% | 184,475 | $79,479 | Down ×2 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $5,524,664 | 0.60% | 105,331 | $-131,546 | Down ×1 | ||
| DFNM | $4,126,534 | 0.44% | 86,095 | $269,562 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,956,782 | 0.32% | 11,651 | $-350,261 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $2,352,619 | 0.25% | 7,570 | $43,078 | Up ×2 | ||
| DFSU | $2,274,414 | 0.25% | 55,352 | $79,678 | Up ×1 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $1,638,180 | 0.18% | 114,000 | $-370,620 | Down ×1 | ||
| DFIS | $1,616,392 | 0.17% | 48,007 | $30,741 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,528,268 | 0.16% | 8,763 | $-104,913 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,509,679 | 0.16% | 4,078 | $-474,295 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,432,041 | 0.15% | 5,908 | $-317,968 | |||
| OUNZ | $1,287,980 | 0.14% | 28,590 | $161,383 | Up ×2 | ||
| DFSI | $1,211,750 | 0.13% | 28,579 | $43,152 | Up ×1 | ||
| DFAR | $1,087,444 | 0.12% | 45,981 | $48,076 | Up ×2 | ||
| VUG | $918,133 | 0.10% | 2,102 | $-107,349 | |||
| VOO | $883,179 | 0.10% | 1,478 | $-43,720 | |||
| VEU | $870,785 | 0.09% | 11,595 | $17,856 | |||
| EQT EQT Corporation Common Stock | $867,152 | 0.09% | 13,626 | $136,817 | |||
| IWD | $845,803 | 0.09% | 3,958 | $13,182 | |||
| VONV Vanguard Russell 1000 Value ETF | $834,678 | 0.09% | 8,904 | $12,822 | |||
| DFAI | $824,946 | 0.09% | 21,174 | $18,493 | Up ×2 | ||
| WSBC WesBanco, Inc. - Common Stock | $784,166 | 0.08% | 22,736 | $29,226 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $762,455 | 0.08% | 1,321 | $-12,805 | Up ×1 | ||
| VTI | $701,634 | 0.08% | 2,187 | $22,760 | Up ×2 | ||
| DFSB | $549,923 | 0.06% | 10,628 | $7,007 | Up ×2 | ||
| D Dominion Energy, Inc. Common Stock | $549,762 | 0.06% | 8,893 | $34,265 | Up ×2 | ||
| VPU | $539,719 | 0.06% | 2,724 | $38,940 | Up ×2 | ||
| BRKB | $519,453 | 0.06% | 1,084 | $-25,420 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $499,310 | 0.05% | 4,209 | $10,876 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $498,309 | 0.05% | 3,387 | $-162,888 | Down ×1 | ||
| IVV | $493,827 | 0.05% | 756 | $-23,988 | |||
| HON Honeywell International Inc. - Common Stock | $491,616 | 0.05% | 2,175 | $67,295 | |||
| VTV | $489,212 | 0.05% | 2,493 | $12,991 | |||
| VB | $456,502 | 0.05% | 1,743 | $4,867 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $409,668 | 0.04% | 1,967 | $-43,432 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $403,958 | 0.04% | 2,381 | $91,646 | Down ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $384,524 | 0.04% | 4,140 | $52,084 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $368,343 | 0.04% | 4,647 | $52,291 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $362,085 | 0.04% | 974 | $-75,943 | |||
| IWM | $322,542 | 0.03% | 1,301 | $2,393 | |||
| USB U.S. Bancorp Common Stock | $322,103 | 0.03% | 6,193 | $-8,360 | |||
| IWN | $315,584 | 0.03% | 1,665 | $13,949 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $313,441 | 0.03% | 1,090 | $-28,355 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $297,008 | 0.03% | 1,460 | $-15,880 | Down ×1 | ||
| SMH SMH | $274,898 | 0.03% | 717 | $16,684 | |||
| IJH | $267,757 | 0.03% | 3,965 | $6,067 | |||
| MA Mastercard Incorporated Common Stock | $259,324 | 0.03% | 519 | $-36,963 | |||
| T AT&T Inc. | $259,109 | 0.03% | 8,938 | $37,094 | |||
| FDX FedEx Corporation Common Stock | $255,738 | 0.03% | 718 | $48,336 | |||
| NANR | $241,920 | 0.03% | 2,880 | $46,569 | |||
| FNDF | $227,329 | 0.02% | 4,646 | $17,283 | |||
| IWR | $226,060 | 0.02% | 2,325 | $2,232 | |||
| VZ Verizon Communications Inc. Common Stock | $221,182 | 0.02% | 4,406 | $41,440 | Down ×2 | ||
| IVW | $219,434 | 0.02% | 1,940 | $-19,691 | |||
| VYM | $218,599 | 0.02% | 1,476 | $6,761 | |||
| DFSE | $211,891 | 0.02% | 5,001 | $29,710 | Up ×1 | ||
| VGUS Vanguard Ultra-Short Treasury ETF | $200,677 | 0.02% | 2,652 | $517 | |||
| LOW Lowe's Companies, Inc. Common Stock | $196,617 | 0.02% | 832 | $-3,909 | |||
| UPS United Parcel Service, Inc. Common Stock | $187,021 | 0.02% | 1,901 | $-1,143 | Up ×2 | ||
| MPC Marathon Petroleum Corporation Common Stock | $183,135 | 0.02% | 750 | $60,999 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $173,865 | 0.02% | 304 | $-25,998 | Up ×2 | ||
| ROK Rockwell Automation, Inc. Common Stock | $170,110 | 0.02% | 474 | $-14,310 | |||
| AVGO Broadcom Inc. - Common Stock | $158,160 | 0.02% | 511 | $-19,390 | Down ×1 | ||
| IHDG | $148,784 | 0.02% | 3,090 | $-1,576 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $147,447 | 0.02% | 514 | $-13,847 | |||
| TT Trane Technologies plc | $135,024 | 0.01% | 324 | $8,923 | |||
| NOV NOV Inc. Common Stock | $130,375 | 0.01% | 6,931 | $22,041 | |||
| JPM JP Morgan Chase & Co. Common Stock | $124,430 | 0.01% | 423 | $-12,192 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $123,250 | 0.01% | 134 | $-19,683 | Up ×1 | ||
| CSX CSX Corporation - Common Stock | $122,165 | 0.01% | 2,976 | $14,285 | |||
| EMR Emerson Electric Company Common Stock | $113,726 | 0.01% | 868 | $-1,475 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $110,788 | 0.01% | 921 | $17,106 | Up ×2 | ||
| GD General Dynamics Corporation Common Stock | $109,144 | 0.01% | 318 | $2,086 | |||
| PG Procter & Gamble Company (The) Common Stock | $108,042 | 0.01% | 748 | $129 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $107,616 | 0.01% | 693 | $7,869 | Down ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $106,955 | 0.01% | 1,023 | $-50,831 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $106,659 | 0.01% | 490 | $-5,395 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CGDV | $38,669 | 909 | 0.00% |
| CGGO | $37,475 | 1,123 | 0.00% |
| IVES | $34,754 | 1,225 | 0.00% |
| NBIS | $14,319 | 138 | 0.00% |
| ALAB | $9,097 | 83 | 0.00% |
| BSCU | $6,956 | 416 | 0.00% |
| TLSA | $5,850 | 5,000 | 0.00% |
| VSNT | $2,925 | 79 | 0.00% |
| PNFP | $1,551 | 18 | 0.00% |
| MRNA | $1,169 | 23 | 0.00% |
| RH | $560 | 4 | 0.00% |
| VICR | $483 | 3 | 0.00% |
| TPC | $386 | 5 | 0.00% |
| SHAK | $354 | 4 | 0.00% |
| PACS | $290 | 9 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFUS | Trimmed | -976 | -$3.9M |
| DFSV | Trimmed | -4K | +$2.8M |
| DFCF | Bought more | +78K | +$2.5M |
| DFLV | Trimmed | -11K | +$2.3M |
| DUHP | Bought more | +5K | -$1.3M |
| DFIC | Trimmed | -6K | +$1.3M |
| DFGP | Bought more | +24K | +$1.3M |
| DFEM | Bought more | +5K | +$1.2M |
| DFAS | Bought more | +154 | +$1.1M |
| DFGR | Bought more | +24K | +$918K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BPRE | March 31, 2026 | 5,444 | $81,660 | -26.9% |
| BSCP | Dec. 31, 2025 | 557 | $11,525 | No longer tracked |
| PIPR | March 31, 2026 | 25 | $8,493 | -3.5% |
| MTD | March 31, 2026 | 3 | $4,183 | 13.1% |
| K | Dec. 31, 2025 | 52 | $4,134 | No longer tracked |
| AMCR | March 31, 2026 | 372 | $3,103 | 20.2% |
| CMA | March 31, 2026 | 26 | $2,261 | No longer tracked |
| IPG | Dec. 31, 2025 | 71 | $1,906 | No longer tracked |
| DUOL | Dec. 31, 2025 | 6 | $1,788 | -16.0% |
| FYBR | March 31, 2026 | 46 | $1,752 | No longer tracked |
| SNV | March 31, 2026 | 32 | $1,602 | No longer tracked |
| SKX | Dec. 31, 2025 | 25 | $1,577 | No longer tracked |
| NEU | March 31, 2026 | 2 | $1,375 | 44.7% |
| EXAS | March 31, 2026 | 13 | $1,321 | No longer tracked |
| FLUT | March 31, 2026 | 6 | $1,291 | 0.2% |
| SSBXXXX | Dec. 31, 2025 | 11 | $1,123 | No longer tracked |
| BLDP | Dec. 31, 2025 | 500 | $1,010 | -3.3% |
| RGEN | March 31, 2026 | 6 | $984 | 52.9% |
| DAY | March 31, 2026 | 14 | $969 | No longer tracked |
| HOUS | March 31, 2026 | 6 | $962 | No longer tracked |
| TEAM | March 31, 2026 | 5 | $811 | 157.5% |
| QLYS | March 31, 2026 | 6 | $798 | 111.2% |
| CZR | Dec. 31, 2025 | 29 | $777 | 26.6% |
| ROAD | Dec. 31, 2025 | 6 | $720 | 4.9% |
| SLAB | Dec. 31, 2025 | 5 | $672 | 67.5% |
| PINC | Dec. 31, 2025 | 25 | $648 | No longer tracked |
| WDFC | March 31, 2026 | 3 | $591 | 8.6% |
| SHAK | Dec. 31, 2025 | 5 | $530 | -9.8% |
| PCYO | Dec. 31, 2025 | 50 | $505 | 5.1% |
| SNREY | Dec. 31, 2025 | 8 | $503 | No longer tracked |
| PPBI | Dec. 31, 2025 | 19 | $466 | No longer tracked |
| CHE | March 31, 2026 | 1 | $428 | 42.6% |
| SMMT | Dec. 31, 2025 | 18 | $427 | -28.1% |
| TGNA | March 31, 2026 | 20 | $389 | No longer tracked |
| COOP | Dec. 31, 2025 | 2 | $378 | No longer tracked |
| CVLT | March 31, 2026 | 3 | $377 | 72.2% |
| WERN | Dec. 31, 2025 | 13 | $376 | 25.0% |
| NVX | Dec. 31, 2025 | 250 | $373 | -60.0% |
| VMEO | Dec. 31, 2025 | 82 | $345 | No longer tracked |
| ADUS | March 31, 2026 | 3 | $323 | 29.9% |
| STEP | March 31, 2026 | 5 | $321 | 3.4% |
| LLYVKXXXX | Dec. 31, 2025 | 3 | $293 | No longer tracked |
| KMT | Dec. 31, 2025 | 13 | $279 | 6.8% |
| IONQ | March 31, 2026 | 6 | $270 | 46.7% |
| CALX | March 31, 2026 | 5 | $265 | -17.4% |
| RH | Dec. 31, 2025 | 1 | $226 | -9.1% |
| ARCB | Dec. 31, 2025 | 3 | $222 | 81.5% |
| HBI | Dec. 31, 2025 | 33 | $209 | No longer tracked |
| CBZ | March 31, 2026 | 4 | $202 | 104.5% |
| ALE | Dec. 31, 2025 | 3 | $193 | No longer tracked |
| HWKN | Dec. 31, 2025 | 1 | $168 | -13.3% |
| SPR | Dec. 31, 2025 | 4 | $167 | No longer tracked |
| TNC | Dec. 31, 2025 | 2 | $165 | -9.2% |
| CNMD | Dec. 31, 2025 | 3 | $164 | 27.3% |
| HRMY | Dec. 31, 2025 | 4 | $148 | 5.5% |
| ENOV | March 31, 2026 | 5 | $134 | 16.6% |
| AIN | Dec. 31, 2025 | 2 | $128 | 17.7% |
| CHDN | March 31, 2026 | 1 | $114 | 2.1% |
| PTON | March 31, 2026 | 18 | $111 | 28.8% |
| EVTC | Dec. 31, 2025 | 3 | $108 | 2.0% |
| UPBD | Dec. 31, 2025 | 4 | $102 | 7.7% |
| INFA | Dec. 31, 2025 | 4 | $100 | No longer tracked |
| AKRO | Dec. 31, 2025 | 2 | $94 | No longer tracked |
| FOUR | Dec. 31, 2025 | 1 | $91 | -22.3% |
| DRVN | March 31, 2026 | 6 | $89 | 4.6% |
| RNA | March 31, 2026 | 1 | $73 | 1.9% |
| UAA | Dec. 31, 2025 | 13 | $65 | 3.9% |
| COTY | March 31, 2026 | 18 | $56 | 32.3% |
| HUN | Dec. 31, 2025 | 5 | $56 | 2.1% |
| HI | Dec. 31, 2025 | 2 | $51 | No longer tracked |
| CLVT | March 31, 2026 | 14 | $47 | -20.2% |
| ACHC | Dec. 31, 2025 | 2 | $46 | 95.3% |
| FA | March 31, 2026 | 3 | $44 | 80.7% |
| TDOC | March 31, 2026 | 6 | $42 | 22.8% |
| AGIO | Dec. 31, 2025 | 1 | $38 | 25.3% |
| ZD | March 31, 2026 | 1 | $36 | 31.8% |
| DFH | March 31, 2026 | 2 | $35 | 4.6% |
| AZTA | March 31, 2026 | 1 | $34 | 69.0% |
| ASTH | Dec. 31, 2025 | 1 | $32 | 59.1% |
| LCIDXXXX | Dec. 31, 2025 | 16 | $32 | No longer tracked |
| CFLT | March 31, 2026 | 1 | $31 | No longer tracked |
| MAN | March 31, 2026 | 1 | $30 | 104.3% |
| ALIT | March 31, 2026 | 14 | $28 | 2193.3% |
| CWH | Dec. 31, 2025 | 1 | $18 | -34.3% |
| UTZ | March 31, 2026 | 1 | $11 | 78.9% |
| CERT | March 31, 2026 | 1 | $9 | 49.9% |
| COUR | March 31, 2026 | 1 | $8 | 0.8% |
| IBRX | March 31, 2026 | 3 | $6 | 2.6% |