Filed: 1/23/2025ACC: 0001994563-25-000002
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1413 equity positions with a total reported market value of $790.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1413
Positions
$790.03M
Total AUM (reported)
20.53M
Total Shares
Allocation by class
SHORT DURATION F$91.40M11.6%
CORE FIXED INCOM$90.20M11.4%
US EQUITY MARKET$76.73M9.7%
US LARGE CAP VAL$54.04M6.8%
US SMALL CAP ETF$45.85M5.8%
US HIGH PROFITAB$41.52M5.3%
GLOBAL REAL EST$41.07M5.2%
Portfolio Concentration
Top 3$258.33M32.7%
4–10$290.13M36.7%
11–25$194.97M24.7%
Rest$46.61M5.9%
Top 3 weight
32.7%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 20.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1413
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1413
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.95M
TypeSH
Market value$91.40M
11.57%
Sole
0.00
Shared
0.00
None
1.95M
DIMENSIONAL ETF TRUST
SOLEShares2.19M
TypeSH
Market value$90.20M
11.42%
Sole
0.00
Shared
0.00
None
2.19M
DIMENSIONAL ETF TRUST
SOLEShares1.20M
TypeSH
Market value$76.73M
9.71%
Sole
0.00
Shared
0.00
None
1.20M
DIMENSIONAL ETF TRUST
SOLEShares1.80M
TypeSH
Market value$54.04M
6.84%
Sole
0.00
Shared
0.00
None
1.80M
DIMENSIONAL ETF TRUST
SOLEShares704.46K
TypeSH
Market value$45.85M
5.80%
Sole
0.00
Shared
0.00
None
704.46K
DIMENSIONAL ETF TRUST
SOLEShares1.23M
TypeSH
Market value$41.52M
5.26%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares1.61M
TypeSH
Market value$41.07M
5.20%
Sole
0.00
Shared
0.00
None
1.61M
DIMENSIONAL ETF TRUST
SOLEShares1.53M
TypeSH
Market value$39.44M
4.99%
Sole
0.00
Shared
0.00
None
1.53M
DIMENSIONAL ETF TRUST
SOLEShares1.23M
TypeSH
Market value$37.77M
4.78%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares879.89K
TypeSH
Market value$30.44M
3.85%
Sole
0.00
Shared
0.00
None
879.89K
DIMENSIONAL ETF TRUST
SOLEShares767.02K
TypeSH
Market value$20.38M
2.58%
Sole
0.00
Shared
0.00
None
767.02K
DIMENSIONAL ETF TRUST
SOLEShares772.25K
TypeSH
Market value$20.23M
2.56%
Sole
0.00
Shared
0.00
None
772.25K
DIMENSIONAL ETF TRUST
SOLEShares481.75K
TypeSH
Market value$19.71M
2.50%
Sole
0.00
Shared
0.00
None
481.75K
DIMENSIONAL ETF TRUST
SOLEShares351.19K
TypeSH
Market value$17.77M
2.25%
Sole
0.00
Shared
0.00
None
351.19K
DIMENSIONAL ETF TRUST
SOLEShares329.06K
TypeSH
Market value$17.31M
2.19%
Sole
0.00
Shared
0.00
None
329.06K
DIMENSIONAL ETF TRUST
SOLEShares668.10K
TypeSH
Market value$16.86M
2.13%
Sole
0.00
Shared
0.00
None
668.10K
DIMENSIONAL ETF TRUST
SOLEShares257.66K
TypeSH
Market value$16.09M
2.04%
Sole
0.00
Shared
0.00
None
257.66K
DIMENSIONAL ETF TRUST
SOLEShares297.53K
TypeSH
Market value$15.72M
1.99%
Sole
0.00
Shared
0.00
None
297.53K
DIMENSIONAL ETF TRUST
SOLEShares461.63K
TypeSH
Market value$11.71M
1.48%
Sole
0.00
Shared
0.00
None
461.63K
DIMENSIONAL ETF TRUST
SOLEShares260.64K
TypeSH
Market value$9.25M
1.17%
Sole
0.00
Shared
0.00
None
260.64K
DIMENSIONAL ETF TRUST
SOLEShares142.40K
TypeSH
Market value$7.93M
1.00%
Sole
0.00
Shared
0.00
None
142.40K
DIMENSIONAL ETF TRUST
SOLEShares217.18K
TypeSH
Market value$5.69M
0.72%
Sole
0.00
Shared
0.00
None
217.18K
DIMENSIONAL ETF TRUST
SOLEShares107.31K
TypeSH
Market value$5.61M
0.71%
Sole
0.00
Shared
0.00
None
107.31K
DIMENSIONAL ETF TRUST
SOLEShares225.44K
TypeSH
Market value$5.58M
0.71%
Sole
0.00
Shared
0.00
None
225.44K
DIMENSIONAL ETF TRUST
SOLEShares206.56K
TypeSH
Market value$5.14M
0.65%
Sole
0.00
Shared
0.00
None
206.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.95M | SH | $91.40M 11.57% | 0.00 | 0.00 | 1.95M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.19M | SH | $90.20M 11.42% | 0.00 | 0.00 | 2.19M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.20M | SH | $76.73M 9.71% | 0.00 | 0.00 | 1.20M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.80M | SH | $54.04M 6.84% | 0.00 | 0.00 | 1.80M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 704.46K | SH | $45.85M 5.80% | 0.00 | 0.00 | 704.46K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.23M | SH | $41.52M 5.26% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.61M | SH | $41.07M 5.20% | 0.00 | 0.00 | 1.61M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.53M | SH | $39.44M 4.99% | 0.00 | 0.00 | 1.53M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.23M | SH | $37.77M 4.78% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 879.89K | SH | $30.44M 3.85% | 0.00 | 0.00 | 879.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 767.02K | SH | $20.38M 2.58% | 0.00 | 0.00 | 767.02K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 772.25K | SH | $20.23M 2.56% | 0.00 | 0.00 | 772.25K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 481.75K | SH | $19.71M 2.50% | 0.00 | 0.00 | 481.75K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 351.19K | SH | $17.77M 2.25% | 0.00 | 0.00 | 351.19K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 329.06K | SH | $17.31M 2.19% | 0.00 | 0.00 | 329.06K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 668.10K | SH | $16.86M 2.13% | 0.00 | 0.00 | 668.10K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 257.66K | SH | $16.09M 2.04% | 0.00 | 0.00 | 257.66K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 297.53K | SH | $15.72M 1.99% | 0.00 | 0.00 | 297.53K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 461.63K | SH | $11.71M 1.48% | 0.00 | 0.00 | 461.63K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 260.64K | SH | $9.25M 1.17% | 0.00 | 0.00 | 260.64K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 142.40K | SH | $7.93M 1.00% | 0.00 | 0.00 | 142.40K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 217.18K | SH | $5.69M 0.72% | 0.00 | 0.00 | 217.18K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 107.31K | SH | $5.61M 0.71% | 0.00 | 0.00 | 107.31K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 225.44K | SH | $5.58M 0.71% | 0.00 | 0.00 | 225.44K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 206.56K | SH | $5.14M 0.65% | 0.00 | 0.00 | 206.56K |
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