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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 %
Countries:
DiNuzzo Private Wealth, Inc. Top Holdings of 2025-06-30 View Full List
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
+1.79%
+1.87%
7,144.7
 
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
+1.29%
+2.33%
4,902.5
 
DFUS
Dimensional U.S. Equity Market ETF
1,224,999
82,099.4
+2.27%
9.750
+0.22%
0.530
+19.76%
+7.04%
15,832.0
 
DFLV
Dimensional US Large Cap Value ETF
1,818,553
56,411.5
+1.70%
6.700
+0.11%
1.530
+11.39%
+5.23%
3,792.0
 
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
+10.99%
+21.17%
9,790.6
 
DFAS
Dimensional U.S. Small Cap ETF
730,447
46,536.8
+3.70%
5.520
+0.20%
0.450
+17.74%
+1.04%
10,648.9
 
DFGR
Dimensional Global Real Estate ETF
1,648,809
44,237.5
+1.80%
5.250
+0.09%
1.730
+6.44%
+7.48%
2,627.0
 
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
+15.42%
+7.01%
8,862.8
 
DFSV
Dimensional US Small Cap Value ETF
1,335,123
39,292.7
+7.81%
4.660
+0.34%
0.830
+19.24%
+0.06%
4,961.9
 
DFAC
Dimensional U.S. Core Equity 2 ETF
920,871
33,004.0
+3.05%
3.920
+0.12%
0.090
+18.56%
+5.98%
35,706.4
 

DiNuzzo Private Wealth, Inc.'s Historical Top Holdings Breakdowns

DiNuzzo Private Wealth, Inc.'s Top Stock Picks View Full List
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
$61.70
15.76%
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
$30.80
11.19%
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
$47.97
0.73%
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
$68.24
10.24%
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
$65.76
9.69%
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
$42.04
0.79%
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
$54.49
1.81%
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
$21.18
-8.19%
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
$36.66
9.93%
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
$31.60
6.68%
Add 1.7%
1,818,553
30,340

DiNuzzo Private Wealth, Inc. Total Holding History ($B)

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DiNuzzo Private Wealth, Inc.'s Asset Allocation

To

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

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