DiNuzzo Private Wealth, Inc.
CIK 1994563 · Holdings on Jun 30, 2024 · First reported Jul 30, 2024
Top ten holdings
Q2 2024- DFSD12.69%
- DFUS10.22%
- DFCF9.98%
- DFLV7.23%
- DFAS5.88%
- DUHP5.61%
- DFGR5.18%
- DFIC5.17%
- DFSV4.84%
- DFAC4.01%
Share classes counted separately70.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFSDWeight increased · +0.34 pp12.35% → 12.69%Shares +54.05K (+2.78%)
- DFLVWeight decreased · -0.34 pp7.57% → 7.23%Shares -19.29K (-1.03%)
- PINSWeight increased · +0.27 pp0.03% → 0.30%Shares +45.41K (+794.12%)
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 | $94.02M | 12.69% | 2.00M shares | 12.35% → 12.69%+0.34 pp +54.05K (+2.78%) | Added | ↗▾ |
| 02 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $75.72M | 10.22% | 1.29M shares | 10.05% → 10.22%+0.17 pp -20.90K (-1.60%) | Reduced | ↗▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $73.92M | 9.98% | 1.78M shares | 9.87% → 9.98%+0.11 pp +35.56K (+2.04%) | Added | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $53.54M | 7.23% | 1.85M shares | 7.57% → 7.23%-0.34 pp -19.29K (-1.03%) | Reduced | ↗▾ |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $43.53M | 5.88% | 724.49K shares | 6.09% → 5.88%-0.21 pp +713 (+0.10%) | Added | ↗▾ |
| 06 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $41.59M | 5.61% | 1.30M shares | 5.67% → 5.61%-0.06 pp -29.63K (-2.23%) | Reduced | ↗▾ |
| 07 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $38.37M | 5.18% | 1.54M shares | 5.21% → 5.18%-0.03 pp +24.13K (+1.60%) | Added | ↗▾ |
| 08 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $38.34M | 5.17% | 1.46M shares | 5.25% → 5.17%-0.08 pp +5.06K (+0.35%) | Added | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $35.87M | 4.84% | 1.25M shares | 5.03% → 4.84%-0.19 pp +7.08K (+0.57%) | Added | ↗▾ |
| 10 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $29.70M | 4.01% | 921.27K shares | 4.06% → 4.01%-0.05 pp -19.51K (-2.07%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | -14 | -$3.67K | SEC filing ↗ | SEC filing ↗ |
| 50540R409 LABORATORY CORP AMER HLDGS | Non-derivative | -10 | -$2.19K | SEC filing ↗ | SEC filing ↗ |
| GME GAMESTOP CORP-CLASS A | Non-derivative | -100 | -$1.25K | SEC filing ↗ | SEC filing ↗ |
3 / 34 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 740851057
}Research all 1,410 reported holdings.
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