DiNuzzo Private Wealth, Inc.
CIK 1994563 · Holdings on Mar 31, 2024 · First reported May 6, 2024
Top ten holdings
Q1 2024- DFSD12.35%
- DFUS10.05%
- DFCF9.87%
- DFLV7.57%
- DFAS6.09%
- DUHP5.67%
- DFIC5.25%
- DFGR5.21%
- DFSV5.03%
- DFAC4.06%
Share classes counted separately71.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFSDWeight decreased · -0.97 pp13.32% → 12.35%Shares -50.23K (-2.52%)
- DFUSWeight increased · +0.44 pp9.61% → 10.05%Shares +1.25K (+0.10%)
- DFLVWeight increased · +0.34 pp7.23% → 7.57%Shares -10.59K (-0.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $91.56M | 12.35% | 1.95M shares | 13.32% → 12.35%-0.97 pp -50.23K (-2.52%) | Reduced | ↗▾ |
| 02 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $74.50M | 10.05% | 1.31M shares | 9.61% → 10.05%+0.44 pp +1.25K (+0.10%) | Added | ↗▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $73.16M | 9.87% | 1.74M shares | 9.96% → 9.87%-0.09 pp +88.76K (+5.36%) | Added | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $56.12M | 7.57% | 1.87M shares | 7.23% → 7.57%+0.34 pp -10.59K (-0.56%) | Reduced | ↗▾ |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $45.12M | 6.09% | 723.78K shares | 6.12% → 6.09%-0.03 pp +430 (+0.06%) | Added | ↗▾ |
| 06 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $42.04M | 5.67% | 1.33M shares | 5.40% → 5.67%+0.27 pp +1.04K (+0.08%) | Added | ↗▾ |
| 07 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $38.87M | 5.25% | 1.45M shares | 5.22% → 5.25%+0.03 pp +14.20K (+0.99%) | Added | ↗▾ |
| 08 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $38.58M | 5.21% | 1.51M shares | 5.50% → 5.21%-0.29 pp +20.00K (+1.34%) | Added | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $37.30M | 5.03% | 1.24M shares | 5.11% → 5.03%-0.08 pp +4.01K (+0.32%) | Added | ↗▾ |
| 10 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $30.06M | 4.06% | 940.78K shares | 3.86% → 4.06%+0.20 pp +11.04K (+1.19%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GCT GIGACLOUD TECHNOLOGY INC - A | Non-derivative | -34,000 | -$622.03K | SEC filing ↗ | SEC filing ↗ |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Non-derivative | -41,400 | -$344.86K | SEC filing ↗ | SEC filing ↗ |
| IWF ISHARES RUSSELL 1000 GROWTH | Non-derivative | -322 | -$97.62K | SEC filing ↗ | SEC filing ↗ |
3 / 46 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1994563 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174136318
}Research all 1,364 reported holdings.
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