DiNuzzo Private Wealth, Inc. holds a focused book of 1346 stocks worth $1.0B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional Core Fixed Inc at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1994563/holdings"
Use Arkolith to show DiNuzzo Private Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust CORE FIXE IN ETF | $116.4M | 2.76M | 11.5% | ▲+9.4% Added · +236K sh | |
| 2 | Dimensional ETF Trust SHOR DUR FIX ETF | $99.3M | 2.08M | 9.8% | ▲+1.9% Added · +39K sh | |
| 3 | Dimensional ETF Trust US EQUI MARK ETF | $95.9M | 1.17M | 9.5% | ▼−0.6% Reduced · −7K sh | |
| 4 | Dimensional ETF Trust US LARG VALU ETF | $69.5M | 1.76M | 6.9% | ▼−2.5% Reduced · −46K sh | |
| 5 | Dimensional ETF Trust US SMALL CAP ETF | $59.2M | 719.2K | 5.9% | ▼−2.2% Reduced · −16K sh | |
| 6 | Dimensional ETF Trust GLOBAL REAL EST | $53.4M | 1.84M | 5.3% | ▲+0.2% Added · +5K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQUITY | $51.7M | 1.39M | 5.1% | ▲+0.2% Added · +3K sh | |
| 8 | Dimensional ETF Trust US HIGH PROF ETF | $51.6M | 1.24M | 5.1% | ▲+1.0% Added · +12K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $50.5M | 1.30M | 5.0% | ▼−3.5% Reduced · −47K sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $40.7M | 917.1K | 4.0% | ▼~0% Reduced · −264 sh | |
| 11 | Dimensional ETF Trust ULTR FIX INC ETF | $31.7M | 623.8K | 3.1% | ▲+9.8% Added · +56K sh | |
| 12 | Dimensional ETF Trust EMERGING MKTS CO | $29.1M | 716.8K | 2.9% | ▼−3.1% Reduced · −23K sh | |
| 13 | Dimensional ETF Trust GLOB CO PLUS ETF | $27.4M | 502.7K | 2.7% | ▲+9.2% Added · +42K sh | |
| 14 | Dimensional ETF Trust INTL SMALL CAP V | $25.8M | 641.9K | 2.5% | ▼−0.7% Reduced · −5K sh | |
| 15 | Dimensional ETF Trust US MKTWIDE VALUE | $24.9M | 452.7K | 2.5% | ▼−0.6% Reduced · −3K sh | |
| 16 | Dimensional ETF Trust INTL HIGH PROFIT | $21.9M | 642.8K | 2.2% | ▲+0.5% Added · +3K sh | |
| 17 | Dimensional ETF Trust WORLD EQUITY ETF | $20.0M | 241.4K | 2.0% | ▲+3.5% Added · +8K sh | |
| 18 | Dimensional ETF Trust GLOBAL CR ETF | $17.6M | 322.4K | 1.7% | ▼−0.9% Reduced · −3K sh | |
| 19 | Dimensional ETF Trust EMGR CRE EQT MNG | $16.1M | 399.2K | 1.6% | ▼−6.1% Reduced · −26K sh | |
| 20 | Dimensional ETF Trust INTERNATNAL VAL | $12.7M | 234.7K | 1.3% | ▼−1.2% Reduced · −3K sh | |
| 21 | Dimensional ETF Trust US TARGETED VLU | $9.2M | 131.7K | 0.9% | ▼−1.7% Reduced · −2K sh | |
| 22 | Dimensional ETF Trust EMERGING MKTS HI | $8.4M | 195.8K | 0.8% | ▼−8.2% Reduced · −18K sh | |
| 23 | Dimensional ETF Trust EMERGING MKTS VA | $8.2M | 192.6K | 0.8% | ▼−6.2% Reduced · −13K sh | |
| 24 | Dimensional ETF Trust WORLD EX US CORE | $6.6M | 179.3K | 0.7% | ▼−2.8% Reduced · −5K sh | |
| 25 | Dimensional ETF Trust INTL COR FIX ETF | $5.7M | 106.9K | 0.6% | ▲+1.5% Added · +2K sh | |
| 26 | Dimensional ETF Trust NATL MUN BD ETF | $4.3M | 88.2K | 0.4% | ▲+2.5% Added · +2K sh | |
| 27 | Apple Inc COM | $3.3M | 11.4K | 0.3% | ▼−2.2% Reduced · −257 sh | |
| 28 | Dimensional ETF Trust US SUSTAINABILTY | $2.6M | 55.5K | 0.3% | ▲+0.2% Added · +119 sh | |
| 29 | McDonalds Corp COM | $2.1M | 7.6K | 0.2% | ▲+0.2% Added · +15 sh | |
| 30 | Nvidia Corporation COM | $1.8M | 8.8K | 0.2% | ▲+0.1% Added · +7 sh | |
| 31 | International Business Machs COM | $1.7M | 5.9K | 0.2% | ▼~0% Reduced · −1 sh | |
| 32 | Dimensional ETF Trust INTL SMALL CAP E | $1.6M | 47.0K | 0.2% | ▼−2.0% Reduced · −970 sh | |
| 33 | Microsoft Corp COM | $1.5M | 4.1K | 0.2% | ▼−0.2% Reduced · −7 sh | |
| 34 | Dimensional ETF Trust INTERNATIONAL | $1.3M | 28.6K | 0.1% | ▼−0.1% Reduced · −21 sh | |
| 35 | Dimensional ETF Trust US REAL ESTA ETF | $1.2M | 46.1K | 0.1% | ▲+0.2% Added · +78 sh | |
| 36 | Vaneck Merk Gold ETF GOLD SHS | $1.1M | 28.2K | 0.1% | ▼−1.2% Reduced · −350 sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $1.1M | 12.6K | 0.1% | ▲+500% Added · +11K sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.1% | ▲+4.9% Added · +73 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.0M | 3.9K | 0.1% | —Held | |
| 40 | Vanguard Intl Equity Index F ALLWRLD EX US | $984K | 11.8K | 0.1% | ▲+1.4% Added · +159 sh | |
| 41 | Invesco QQQ TR UNIT SER 1 | $973K | 1.3K | 0.1% | —Held | |
| 42 | Ishares TR RUS 1000 VAL ETF | $960K | 4.0K | 0.1% | —Held | |
| 43 | Vanguard Scottsdale FDS VNG RUS1000VAL | $947K | 8.9K | 0.1% | —Held | |
| 44 | Vanguard Malvern FDS STRM INFPROIDX | $915K | 18.2K | 0.1% | ▲52× Added · +18K sh | |
| 45 | Wesbanco Inc COM | $888K | 22.8K | 0.1% | ▲+0.1% Added · +23 sh | |
| 46 | Advanced Micro Devices Inc COM | $849K | 1.5K | 0.1% | ▲+0.1% Added · +1 sh | |
| 47 | Dimensional ETF Trust INTL CORE EQT MK | $801K | 19.4K | 0.1% | ▼−8.2% Reduced · −2K sh | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $797K | 2.2K | 0.1% | ▼−1.5% Reduced · −32 sh | |
| 49 | Eqt Corp COM | $724K | 13.6K | 0.1% | ▼~0% Reduced · −1 sh | |
| 50 | Dimensional ETF Trust GLOBAL SUSTAINA | $684K | 13.1K | 0.1% | ▲+24% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 1,351 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 1,349 | $928.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 1,371 | $919.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 1,373 | $881.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 1,369 | $842.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 1,386 | $794.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 1,418 | $790.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 1,441 | $810.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.