Q3 2026 13F · SEC CIK 1994563

DiNuzzo Private Wealth, Inc.

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 1,368
Top holdings a year, 3 yrs: +11.1%
Assets under management: $1.2B

DiNuzzo Private Wealth, Inc. is a wealth manager that reported 1,368 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Dimensional ETF Trust (DFCF, 11.7%), Dimensional Short-Duration Fixed Income (DFSD, 9.8%), Dimensional ETF Trust (DFUS, 9.7%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 18.4% for the S&P 500.

DiNuzzo Private Wealth, Inc. holdings largest 50 of 1,368 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

DiNuzzo Private Wealth, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFCFDimensional ETF Trust	11.7%	11.5%	2,932,332	+6.3%	$117.6M
DFSDDimensional Short-Duration Fixed Income	9.8%	9.8%	2,124,507	+2.1%	$98.7M
DFUSDimensional ETF Trust	9.7%	9.5%	1,174,418	+0.4%	$97.5M
DFLVDimensional ETF Trust	7.0%	6.9%	1,750,198	-0.5%	$70.3M
DFASDimensional ETF Trust	5.5%	5.9%	717,924	-0.2%	$55.6M
DFICDimensional ETF Trust	5.3%	5.1%	1,405,022	+1.3%	$52.8M
DUHPDfa Invt Dimensions Group in	5.2%	—	1,252,931	—	$52.5M
DFGRDimensional ETF Trust	5.1%	5.3%	1,881,608	+2.0%	$50.9M
DFSVDfa Invt Dimensions Group in	4.8%	—	1,297,318	—	$48.6M
DFACDimensional ETF Trust	4.0%	4.0%	909,704	-0.8%	$40.4M
DUSBDimensional Ultrashort Fixed Income ETF	3.2%	3.1%	632,046	+1.3%	$31.9M
DFEMDimensional ETF Trust	2.8%	2.9%	705,445	-1.6%	$28.0M
DISVDimensional ETF Trust	2.8%	2.5%	645,733	+0.6%	$28.0M
DFGPDimensional ETF Trust	2.7%	2.7%	526,634	+4.8%	$27.3M
DFUVDimensional ETF Trust	2.4%	2.5%	446,378	-1.4%	$24.6M
DIHPDimensional International High Profitabi	2.2%	2.2%	653,738	+1.7%	$22.0M
DFAWDimensional ETF Trust	1.9%	2.0%	226,256	-6.3%	$18.6M
DGCBDimensional ETF Trust	1.7%	1.7%	321,181	-0.4%	$16.7M
DFAEDimensional ETF Trust	1.6%	1.6%	400,367	+0.3%	$15.7M
DFIVDimensional ETF Trust	1.3%	1.3%	229,387	-2.3%	$12.8M
DFATDimensional ETF Trust	0.8%	0.9%	126,664	-3.8%	$8.4M
DFEVDimensional ETF Trust	0.8%	0.8%	193,811	+0.6%	$8.2M
DEHPDimensional ETF Trust	0.8%	0.8%	196,062	+0.1%	$8.1M
DFAXDimensional ETF Trust	0.6%	0.7%	172,439	-3.8%	$6.4M
DFGXDimensional Global ex US Core Fixed Inco	0.5%	0.6%	103,647	-3.1%	$5.3M
DFNMDimensional ETF Trust	0.5%	0.4%	98,704	+11.8%	$4.5M
AAPLApple Inc	0.4%	0.3%	10,836	-4.9%	$3.6M
DFSUDimensional ETF Trust	0.3%	0.3%	55,626	+0.3%	$2.6M
MSFTMicrosoft Corp	0.2%	0.1%	4,173	+2.5%	$2.1M
NVDANvidia Corporation	0.2%	0.2%	8,720	-0.6%	$2.0M
MCDMcdonalds Corp	0.2%	0.2%	7,601	+0.2%	$1.8M
DFISDimensional ETF Trust	0.2%	0.2%	46,780	-0.5%	$1.7M
IBMInternational Business Machs	0.1%	0.2%	5,907	+0.0%	$1.3M
DFSIDimensional ETF Trust	0.1%	0.1%	28,734	+0.6%	$1.3M
OUNZVaneck Merk Gold Trust	0.1%	0.1%	31,140	+10.3%	$1.2M
VUGVanguard Index Fds	0.1%	0.1%	12,612	+0.0%	$1.1M
DFARDfa Invt Dimensions Group in	0.1%	—	46,244	—	$1.1M
VOOVanguard Index Fds	0.1%	0.1%	1,551	+0.0%	$1.1M
IWDIshares Tr	0.1%	0.1%	4,025	+1.7%	$998K
VBVanguard Index Fds	0.1%	0.1%	3,875	+0.0%	$989K
QQQInvesco Qqq Tr	0.1%	0.1%	1,321	+0.0%	$978K
VEUVanguard Intl Equity Index F	0.1%	0.1%	11,754	+0.0%	$975K
VONVVanguard Scottsdale Fds	0.1%	0.1%	8,904	+0.0%	$968K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	1,555	+6.4%	$951K
WSBCWesbanco Inc	0.1%	0.1%	22,780	+0.1%	$852K
VTIPVanguard Malvern Fds	0.1%	0.1%	16,545	-9.2%	$814K
DFAIDimensional ETF Trust	0.1%	0.1%	19,557	+0.7%	$810K
VTIVanguard Index Fds	0.1%	0.1%	2,160	+0.2%	$808K
DFSBDimensional ETF Trust	0.1%	0.1%	13,453	+2.5%	$667K
EQTEqt Corp	0.1%	0.1%	13,625	+0.0%	$662K

What DiNuzzo Private Wealth, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

DFNM Dimensional ETF Trust+11.8% shares
OUNZ Vaneck Merk Gold Trust+10.3% shares
AMD Advanced Micro Devices Inc+6.4% shares
DFCF Dimensional ETF Trust+6.3% shares

Reduced

VTIP Vanguard Malvern Fds-9.2% shares
DFAW Dimensional ETF Trust-6.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.0B	1,368
Q2 2026	$1.0B	1,347
Q1 2026	$928.1M	1,345
Q4 2025	$919.2M	1,367
Q3 2025	$881.9M	1,369
Q2 2025	$842.4M	1,365
Q1 2025	$794.4M	1,381
Q4 2024	$790.0M	1,413
Q3 2024	$810.9M	1,436
Q2 2024	$740.9M	1,410
Q1 2024	$741.1M	1,364
Q4 2023	$704.4M	1,389

Questions about DiNuzzo Private Wealth, Inc.'s portfolio

What stocks does DiNuzzo Private Wealth, Inc. own?

DiNuzzo Private Wealth, Inc.'s latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 1,368 positions worth $1.0B. The largest are Dimensional ETF Trust (DFCF) at 11.7%, Dimensional Short-Duration Fixed Income (DFSD) at 9.8%, Dimensional ETF Trust (DFUS) at 9.7%, Dimensional ETF Trust (DFLV) at 7.0% and Dimensional ETF Trust (DFAS) at 5.5%.

What did DiNuzzo Private Wealth, Inc. buy last quarter?

In Q3 2026, DiNuzzo Private Wealth, Inc. added Dimensional ETF Trust (DFNM) (+11.8% shares), Vaneck Merk Gold Trust (OUNZ) (+10.3% shares) and Advanced Micro Devices Inc (AMD) (+6.4% shares), compared with its Q2 2026 filing.

What did DiNuzzo Private Wealth, Inc. sell last quarter?

In Q3 2026, DiNuzzo Private Wealth, Inc. cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Dimensional US Real (DFAR), Vanguard Malvern Fds (VTIP) (-9.2% shares) and Dimensional ETF Trust (DFAW) (-6.3% shares), compared with its Q2 2026 filing.

How has DiNuzzo Private Wealth, Inc.'s portfolio performed?

A portfolio copying DiNuzzo Private Wealth, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +15.4% against +20.1%.

When is DiNuzzo Private Wealth, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. DiNuzzo Private Wealth, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does DiNuzzo Private Wealth, Inc. manage?

DiNuzzo Private Wealth, Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.