DiNuzzo Private Wealth, Inc. holds a focused book of 1346 stocks worth $1.0B as of Q2 2026 (disclosed Jul 10, 2026, a ~10-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.
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
Other tracked managers holding the same core names as DiNuzzo Private Wealth, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $79.6B |
| LPL Financial LLC | 79 / 80 | $70.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $17.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.8B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.1B |
| JPMORGAN CHASE & CO | 78 / 80 | $379.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $15.0B |
| NewEdge Advisors, LLC | 77 / 80 | $7.8B |
Ranked by the share of each fund's own book sitting in the names it shares with DiNuzzo Private Wealth, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.