DP
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DiNuzzo Private Wealth, Inc.13F | |
| DiNuzzo Private Wealth, Inc. | |
| Last update 2025-07-17 | 1366 Stocks (35 new) |
| Value $842.00 Mil | Turnover 2 % |
DiNuzzo Private Wealth, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCF | Dimensional Core Fixed Income ETF | 2,163,709 | 91,438.4 | -1.46% | 10.850 | -0.17% | 1.280 | +3.08% | +4.06% | 7,160.0 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 1,898,104 | 91,128.0 | -2.73% | 10.820 | -0.32% | 1.880 | +2.23% | +4.00% | 4,913.8 | ||
DFUS | Dimensional U.S. Equity Market ETF | 1,224,999 | 82,099.4 | +2.27% | 9.750 | +0.22% | 0.530 | +23.18% | +7.51% | 15,822.7 | ||
DFLV | Dimensional US Large Cap Value ETF | 1,818,553 | 56,411.5 | +1.70% | 6.700 | +0.11% | 1.530 | +13.17% | +4.82% | 3,744.0 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 1,507,495 | 46,868.0 | -1.04% | 5.560 | -0.06% | 0.480 | +13.67% | +22.35% | 9,721.8 | ||
DFAS | Dimensional U.S. Small Cap ETF | 730,447 | 46,536.8 | +3.70% | 5.520 | +0.20% | 0.450 | +19.54% | +0.30% | 10,519.3 | ||
DFGR | Dimensional Global Real Estate ETF | 1,648,809 | 44,237.5 | +1.80% | 5.250 | +0.09% | 1.730 | +7.30% | +6.79% | 2,587.7 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 1,233,255 | 43,854.6 | +0.89% | 5.210 | +0.05% | 0.510 | +18.16% | +7.36% | 8,840.7 | ||
DFSV | Dimensional US Small Cap Value ETF | 1,335,123 | 39,292.7 | +7.81% | 4.660 | +0.34% | 0.830 | +20.84% | -0.95% | 4,874.9 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 920,871 | 33,004.0 | +3.05% | 3.920 | +0.12% | 0.090 | +21.24% | +6.04% | 35,531.1 |
DiNuzzo Private Wealth, Inc.'s Historical Top Holdings Breakdowns
DiNuzzo Private Wealth, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NEM | Newmont Corp | 2025-06-30 | Reduce Reduce | -0.37% | 44.18 ($53.3) 59.46 | $59.86 | 12.31% | Reduce -99.83% | 101 | -59,987 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-06-30 | Add Add | +0.34% | 24.21 ($27.7) 29.47 | $30.26 | 9.24% | Add 7.81% | 1,335,123 | 96,671 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-06-30 | Reduce Reduce | -0.32% | 47.09 ($47.62) 48.01 | $48.08 | 0.97% | Reduce -2.73% | 1,898,104 | -53,363 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Add Add | +0.22% | 53.65 ($61.9) 67.02 | $68.20 | 10.18% | Add 2.27% | 1,224,999 | 27,218 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-06-30 | Add Add | +0.20% | 52.31 ($59.95) 63.72 | $64.96 | 8.36% | Add 3.7% | 730,447 | 26,038 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Reduce Reduce | -0.17% | 41.1 ($41.71) 42.37 | $42.13 | 1.01% | Reduce -1.46% | 2,163,709 | -32,103 | |
DFGP |
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
| 2025-06-30 | Add Add | +0.16% | 52.44 ($53.52) 54.49 | $54.40 | 1.64% | Add 7.72% | 347,503 | 24,890 | |
CWAN | Clearwater Analytics Holdings Inc | 2025-06-30 | New Buy New Buy | +0.15% | 21.27 ($23.07) 26.8 | $21.12 | -8.45% | New holding | 57,000 | 57,000 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Add Add | +0.12% | 29.12 ($33.35) 35.84 | $36.48 | 9.39% | Add 3.05% | 920,871 | 27,293 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-06-30 | Add Add | +0.11% | 26.9 ($29.62) 31.02 | $31.20 | 5.33% | Add 1.7% | 1,818,553 | 30,340 |
DiNuzzo Private Wealth, Inc. Total Holding History ($B)
DiNuzzo Private Wealth, Inc.'s Asset Allocation
DiNuzzo Private Wealth, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DiNuzzo Private Wealth, Inc.'s Hypothetical Growth since 2025-06-30
DiNuzzo Private Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DiNuzzo Private Wealth, Inc.'s Holdings Heat Map
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DiNuzzo Private Wealth, Inc.'s Holdings Bubble Chart
DiNuzzo Private Wealth, Inc. News
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