Filed: 4/25/2025ACC: 0001994563-25-000003
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1381 equity positions with a total reported market value of $794.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1381
Positions
$794.36M
Total AUM (reported)
20.62M
Total Shares
Allocation by class
SHORT DURATION F$92.73M11.7%
CORE FIXED INCOM$92.36M11.6%
US EQUITY MARKET$72.44M9.1%
US LARGE CAP VAL$54.67M6.9%
GLOBAL REAL EST$42.53M5.4%
INTL CORE EQUITY$42.30M5.3%
US SMALL CAP ETF$42.09M5.3%
Portfolio Concentration
Top 3$257.53M32.4%
4–10$286.44M36.1%
11–25$202.32M25.5%
Rest$48.07M6.1%
Top 3 weight
32.4%
Top 10 weight
68.5%
Voting Authority Distribution
Total shares with voting rights: 20.62M
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
20.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1381
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1381
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.95M
TypeSH
Market value$92.73M
11.67%
Sole
0.00
Shared
0.00
None
1.95M
DIMENSIONAL ETF TRUST
SOLEShares2.20M
TypeSH
Market value$92.36M
11.63%
Sole
0.00
Shared
0.00
None
2.20M
DIMENSIONAL ETF TRUST
SOLEShares1.20M
TypeSH
Market value$72.44M
9.12%
Sole
0.00
Shared
0.00
None
1.20M
DIMENSIONAL ETF TRUST
SOLEShares1.79M
TypeSH
Market value$54.67M
6.88%
Sole
0.00
Shared
0.00
None
1.79M
DIMENSIONAL ETF TRUST
SOLEShares1.62M
TypeSH
Market value$42.53M
5.35%
Sole
0.00
Shared
0.00
None
1.62M
DIMENSIONAL ETF TRUST
SOLEShares1.52M
TypeSH
Market value$42.30M
5.33%
Sole
0.00
Shared
0.00
None
1.52M
DIMENSIONAL ETF TRUST
SOLEShares704.41K
TypeSH
Market value$42.09M
5.30%
Sole
0.00
Shared
0.00
None
704.41K
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$40.51M
5.10%
Sole
0.00
Shared
0.00
None
1.22M
DIMENSIONAL ETF TRUST
SOLEShares1.24M
TypeSH
Market value$34.86M
4.39%
Sole
0.00
Shared
0.00
None
1.24M
DIMENSIONAL ETF TRUST
SOLEShares893.58K
TypeSH
Market value$29.48M
3.71%
Sole
0.00
Shared
0.00
None
893.58K
DIMENSIONAL ETF TRUST
SOLEShares760.43K
TypeSH
Market value$22.14M
2.79%
Sole
0.00
Shared
0.00
None
760.43K
DIMENSIONAL ETF TRUST
SOLEShares775.81K
TypeSH
Market value$20.53M
2.58%
Sole
0.00
Shared
0.00
None
775.81K
DIMENSIONAL ETF TRUST
SOLEShares479.14K
TypeSH
Market value$19.75M
2.49%
Sole
0.00
Shared
0.00
None
479.14K
DIMENSIONAL ETF TRUST
SOLEShares388.69K
TypeSH
Market value$19.72M
2.48%
Sole
0.00
Shared
0.00
None
388.69K
DIMENSIONAL ETF TRUST
SOLEShares668.34K
TypeSH
Market value$18.01M
2.27%
Sole
0.00
Shared
0.00
None
668.34K
DIMENSIONAL ETF TRUST
SOLEShares329.27K
TypeSH
Market value$17.51M
2.20%
Sole
0.00
Shared
0.00
None
329.27K
DIMENSIONAL ETF TRUST
SOLEShares322.61K
TypeSH
Market value$17.24M
2.17%
Sole
0.00
Shared
0.00
None
322.61K
DIMENSIONAL ETF TRUST
SOLEShares253.22K
TypeSH
Market value$15.52M
1.95%
Sole
0.00
Shared
0.00
None
253.22K
DIMENSIONAL ETF TRUST
SOLEShares461.63K
TypeSH
Market value$11.95M
1.50%
Sole
0.00
Shared
0.00
None
461.63K
DIMENSIONAL ETF TRUST
SOLEShares257.79K
TypeSH
Market value$10.15M
1.28%
Sole
0.00
Shared
0.00
None
257.79K
DIMENSIONAL ETF TRUST
SOLEShares140.33K
TypeSH
Market value$7.23M
0.91%
Sole
0.00
Shared
0.00
None
140.33K
DIMENSIONAL ETF TRUST
SOLEShares219.34K
TypeSH
Market value$5.93M
0.75%
Sole
0.00
Shared
0.00
None
219.34K
DIMENSIONAL ETF TRUST
SOLEShares227.99K
TypeSH
Market value$5.75M
0.72%
Sole
0.00
Shared
0.00
None
227.99K
DIMENSIONAL ETF TRUST
SOLEShares105.81K
TypeSH
Market value$5.53M
0.70%
Sole
0.00
Shared
0.00
None
105.81K
DIMENSIONAL ETF TRUST
SOLEShares205.27K
TypeSH
Market value$5.38M
0.68%
Sole
0.00
Shared
0.00
None
205.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.95M | SH | $92.73M 11.67% | 0.00 | 0.00 | 1.95M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.20M | SH | $92.36M 11.63% | 0.00 | 0.00 | 2.20M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.20M | SH | $72.44M 9.12% | 0.00 | 0.00 | 1.20M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.79M | SH | $54.67M 6.88% | 0.00 | 0.00 | 1.79M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.62M | SH | $42.53M 5.35% | 0.00 | 0.00 | 1.62M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.52M | SH | $42.30M 5.33% | 0.00 | 0.00 | 1.52M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 704.41K | SH | $42.09M 5.30% | 0.00 | 0.00 | 704.41K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.22M | SH | $40.51M 5.10% | 0.00 | 0.00 | 1.22M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.24M | SH | $34.86M 4.39% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 893.58K | SH | $29.48M 3.71% | 0.00 | 0.00 | 893.58K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 760.43K | SH | $22.14M 2.79% | 0.00 | 0.00 | 760.43K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 775.81K | SH | $20.53M 2.58% | 0.00 | 0.00 | 775.81K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 479.14K | SH | $19.75M 2.49% | 0.00 | 0.00 | 479.14K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 388.69K | SH | $19.72M 2.48% | 0.00 | 0.00 | 388.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 668.34K | SH | $18.01M 2.27% | 0.00 | 0.00 | 668.34K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 329.27K | SH | $17.51M 2.20% | 0.00 | 0.00 | 329.27K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 322.61K | SH | $17.24M 2.17% | 0.00 | 0.00 | 322.61K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 253.22K | SH | $15.52M 1.95% | 0.00 | 0.00 | 253.22K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 461.63K | SH | $11.95M 1.50% | 0.00 | 0.00 | 461.63K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 257.79K | SH | $10.15M 1.28% | 0.00 | 0.00 | 257.79K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 140.33K | SH | $7.23M 0.91% | 0.00 | 0.00 | 140.33K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 219.34K | SH | $5.93M 0.75% | 0.00 | 0.00 | 219.34K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 227.99K | SH | $5.75M 0.72% | 0.00 | 0.00 | 227.99K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 105.81K | SH | $5.53M 0.70% | 0.00 | 0.00 | 105.81K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 205.27K | SH | $5.38M 0.68% | 0.00 | 0.00 | 205.27K |
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