EdgeMarket › What Dinuzzo Private Wealth, Inc. reported owning
What Dinuzzo Private Wealth, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
928.1MPositions
1,345Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFCF Dimensional Core Fixed Income ETF | 106.5M | 11.5% | 2.5M | 41.47 | -1.9% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 97.7M | 10.5% | 2.0M | 47.31 | -1.5% |
| DFUS Dimensional U.S. Equity Market ETF | 83.4M | 9.0% | 1.2M | 83.64 | +20.8% |
| DFLV Dimensional US Large Cap Value ETF | 64.4M | 6.9% | 1.8M | 42.01 | +31.1% |
| DFAS Dimensional U.S. Small Cap ETF | 52.3M | 5.6% | 735.5K | 83.02 | +25.5% |
| DFIC Dimensional International Core Equity 2 ETF | 49.2M | 5.3% | 1.4M | 39.41 | +22.0% |
| DFGR Dimensional Global Real Estate ETF | 48.9M | 5.3% | 1.8M | 29.46 | +8.5% |
| DFSV Dimensional US Small Cap Value ETF | 47.2M | 5.1% | 1.3M | 40.29 | +30.3% |
| DUHP Dimensional US High Profitability ETF | 45.0M | 4.9% | 1.2M | 42.41 | +15.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35.6M | 3.8% | 917.4K | 45.61 | +22.8% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 28.8M | 3.1% | 568.3K | 50.73 | +0.1% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 25.6M | 2.8% | 740.2K | 39.93 | +29.9% |
| DISV Dimensional International Small Cap Value ETF | 25.5M | 2.7% | 646.7K | 44.49 | +28.9% |
| DFGP Dimensional Global Core Plus Fixed Income ETF | 24.9M | 2.7% | 460.3K | 53.24 | -2.9% |
| DFUV Dimensional US Marketwide Value ETF | 22.1M | 2.4% | 455.4K | 57.43 | +31.9% |
| DIHP Dimensional International High Profitability E | 20.6M | 2.2% | 639.7K | 35.74 | +18.9% |
| DGCB Dimensional Global Credit ETF | 17.6M | 1.9% | 325.4K | 53.15 | -2.9% |
| DFAW Dimensional World Equity ETF | 17.2M | 1.9% | 233.1K | 85.33 | +23.0% |
| DFAE Dimensional Emerging Core Equity Market ETF | 14.4M | 1.6% | 425.2K | 39.49 | +32.0% |
| DFIV Dimensional International Value ETF | 12.5M | 1.4% | 237.6K | 58.31 | +27.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 8.4M | 0.9% | 133.9K | 71.67 | +26.9% |
| DFEV Dimensional Emerging Markets Value ETF | 7.3M | 0.8% | 205.4K | 41.93 | +36.0% |
| DEHP Dimensional Emerging Markets High Profitabilit | 7.2M | 0.8% | 213.4K | 41.22 | +42.2% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 6.3M | 0.7% | 184.5K | 38.16 | +24.9% |
| DFGX Dimensional International Core Fixed Income ET | 5.5M | 0.6% | 105.3K | 51.99 | -2.8% |
| DFNM Dimensional National Municipal Bond ETF | 4.1M | 0.4% | 86.1K | 47.57 | +0.5% |
| AAPL Apple Inc. | 3.0M | 0.3% | 11.7K | 309.35 | +36.9% |
| MCD MCDONALDS CORP | 2.4M | 0.3% | 7.6K | 270.95 | -13.5% |
| DFSU Dimensional US Sustainability Core 1 ETF | 2.3M | 0.2% | 55.4K | 48.20 | +18.3% |
| NU Nu Holdings Ltd. | 1.6M | 0.2% | 114.0K | 14.58 | +7.0% |
| DFIS Dimensional International Small Cap ETF | 1.6M | 0.2% | 48.0K | 37.55 | +21.5% |
| NVDA NVIDIA CORP | 1.5M | 0.2% | 8.8K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 1.5M | 0.2% | 4.1K | 483.24 | -4.4% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 1.4M | 0.2% | 5.9K | 235.68 | -2.8% |
| OUNZ VanEck Merk Gold ETF | 1.3M | 0.1% | 28.6K | 44.36 | +37.5% |
| DFSI Dimensional International Sustainability Core | 1.2M | 0.1% | 28.6K | 47.37 | +16.8% |
| DFAR Dimensional US Real Estate ETF | 1.1M | 0.1% | 46.0K | 26.48 | +12.6% |
| VB Vanguard Morningstar Small-Cap ETF | 919.8K | 0.1% | 3.9K | 304.76 | +24.4% |
| VUG Vanguard Morningstar Growth ETF | 918.1K | 0.1% | 2.1K | 87.50 | +15.9% |
| VOO Vanguard S&P 500 ETF | 883.2K | 0.1% | 1.5K | 703.71 | +20.0% |
| VEU Vanguard FTSE All World Ex US ETF | 870.8K | 0.1% | 11.6K | 85.69 | +23.3% |
| EQT EQT Corp | 867.2K | 0.1% | 13.6K | 53.72 | +4.6% |
| IWD iShares Russell 1000 Value ETF | 845.8K | 0.1% | 4.0K | 257.29 | +29.2% |
| VONV Vanguard Russell 1000 Value ETF | 834.7K | 0.1% | 8.9K | 112.82 | +29.1% |
| DFAI Dimensional International Core Equity Market E | 824.9K | 0.1% | 21.2K | 43.35 | +21.1% |
| WSBC WESBANCO INC | 784.2K | 0.1% | 22.7K | 40.86 | +31.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 762.5K | 0.1% | 1.3K | 713.44 | +26.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 701.6K | 0.1% | 2.2K | 378.24 | +20.5% |
| DFSB Dimensional Global Sustainability Fixed Income | 549.9K | 0.1% | 10.6K | 50.72 | -3.6% |
| D DOMINION ENERGY, INC | 549.8K | 0.1% | 8.9K | 66.60 | +8.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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