DiNuzzo Private Wealth, Inc.
CIK 1994563 · Holdings on Dec 31, 2023 · First reported Feb 6, 2024
Top ten holdings
Q4 2023- DFSD13.32%
- DFCF9.96%
- DFUS9.61%
- DFLV7.23%
- DFAS6.12%
- DFGR5.50%
- DUHP5.40%
- DFIC5.22%
- DFSV5.11%
- DFAC3.86%
Share classes counted separately71.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $93.86M | 13.32% | 2.00M shares | Prior unavailable — | — | ↗▾ |
| 02 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $70.18M | 9.96% | 1.66M shares | Prior unavailable — | — | ↗▾ |
| 03 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $67.70M | 9.61% | 1.31M shares | Prior unavailable — | — | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $50.91M | 7.23% | 1.88M shares | Prior unavailable — | — | ↗▾ |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $43.13M | 6.12% | 723.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $38.74M | 5.50% | 1.49M shares | Prior unavailable — | — | ↗▾ |
| 07 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $38.02M | 5.40% | 1.33M shares | Prior unavailable — | — | ↗▾ |
| 08 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $36.74M | 5.22% | 1.44M shares | Prior unavailable — | — | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $35.97M | 5.11% | 1.24M shares | Prior unavailable — | — | ↗▾ |
| 10 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $27.18M | 3.86% | 929.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1994563 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-06
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001994563-24-000004",
"cover_total": 704421345,
"filing_date": "2024-05-06",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001994563-24-000002",
"filing_date": "2024-02-06",
"confidential": false,
"cover_table_value_total_raw": 704421345
}
],
"cover_table_value": 704421345
}Research all 1,389 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.