StockDriftsStockDriftsTop 50 DiNuzzo Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 11.51% | 2.76M | $116.4M | +9.36%(+236.03K) | $41.77(-0.22%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.83% | 2.08M | $99.3M | +1.93%(+39.40K) | $46.82(+1.28%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 9.48% | 1.17M | $95.9M | -0.57%(-6.70K) | $49.52(+70.90%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 6.88% | 1.76M | $69.5M | -2.56%(-46.19K) | $26.10(+60.58%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.86% | 719.2K | $59.2M | -2.23%(-16.38K) | $56.39(+48.29%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 5.28% | 1.84M | $53.4M | +0.25%(+4.53K) | $24.67(+18.39%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.11% | 1.39M | $51.7M | +0.19%(+2.60K) | $24.60(+59.43%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.11% | 1.24M | $51.6M | +0.98%(+11.96K) | $27.42(+55.50%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.99% | 1.30M | $50.5M | -3.48%(-46.93K) | $27.44(+47.39%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.02% | 917.1K | $40.7M | -0.03%(-264) | $28.18(+63.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.50% |
DiNuzzo Private Wealth, Inc. reports $1.01B in US-listed equity holdings across 1,347 positions in its most recent 13F filing. Its largest disclosed positions are DFCF (11.5%), DFSD (9.8%) and DFUS (9.5%). The top 20 holdings account for 90.53% of reported assets. Its disclosed equity book has returned +29.60% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DiNuzzo Private Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1994563). View DiNuzzo Private Wealth, Inc.’s 13F filings on SEC