DiNuzzo Private Wealth, Inc.
CIK 1994563
13F filing for Q2 2026・No. 2,567
- Holdings
- US$1.01B
- Quarter change
- +US$82.77M
- Entries
- 1,351
- Net bought (estimate)
- +US$7.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 37
- Cut 289
- Added 266
- Corporate actions 0
- Unchanged 753
Largest holdings
1,346 stocks worth US$1.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 2,757,601 | US$116.4M | 11.51% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 2,080,578 | US$99.35M | 9.83% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 1,169,867 | US$95.86M | 9.48% |
| DIMENSIONAL ETF TRUSTUS LARG VALU ETF | Cut | 1,758,222 | US$69.52M | 6.88% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 719,169 | US$59.22M | 5.86% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 1,844,046 | US$53.42M | 5.28% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,387,635 | US$51.7M | 5.11% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 1,236,979 | US$51.62M | 5.11% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 1,300,634 | US$50.45M | 4.99% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 917,087 | US$40.68M | 4.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.