Filed: 7/17/2025ACC: 0001994563-25-000005
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1365 equity positions with a total reported market value of $842.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1365
Positions
$842.40M
Total AUM (reported)
20.78M
Total Shares
Allocation by class
CORE FIXED INCOM$91.44M10.9%
SHORT DURATION F$91.13M10.8%
US EQUITY MARKET$82.10M9.7%
US LARGE CAP VAL$56.41M6.7%
INTL CORE EQUITY$46.87M5.6%
US SMALL CAP ETF$46.54M5.5%
GLOBAL REAL EST$44.24M5.3%
Portfolio Concentration
Top 3$264.67M31.4%
4–10$310.21M36.8%
11–25$217.39M25.8%
Rest$50.14M6.0%
Top 3 weight
31.4%
Top 10 weight
68.2%
Voting Authority Distribution
Total shares with voting rights: 20.78M
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
20.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1365
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1365
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.16M
TypeSH
Market value$91.44M
10.85%
Sole
0.00
Shared
0.00
None
2.16M
DIMENSIONAL ETF TRUST
SOLEShares1.90M
TypeSH
Market value$91.13M
10.82%
Sole
0.00
Shared
0.00
None
1.90M
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$82.10M
9.75%
Sole
0.00
Shared
0.00
None
1.22M
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$56.41M
6.70%
Sole
0.00
Shared
0.00
None
1.82M
DIMENSIONAL ETF TRUST
SOLEShares1.51M
TypeSH
Market value$46.87M
5.56%
Sole
0.00
Shared
0.00
None
1.51M
DIMENSIONAL ETF TRUST
SOLEShares730.45K
TypeSH
Market value$46.54M
5.52%
Sole
0.00
Shared
0.00
None
730.45K
DIMENSIONAL ETF TRUST
SOLEShares1.65M
TypeSH
Market value$44.24M
5.25%
Sole
0.00
Shared
0.00
None
1.65M
DIMENSIONAL ETF TRUST
SOLEShares1.23M
TypeSH
Market value$43.85M
5.21%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares1.34M
TypeSH
Market value$39.29M
4.66%
Sole
0.00
Shared
0.00
None
1.34M
DIMENSIONAL ETF TRUST
SOLEShares920.87K
TypeSH
Market value$33.00M
3.92%
Sole
0.00
Shared
0.00
None
920.87K
DIMENSIONAL ETF TRUST
SOLEShares747.64K
TypeSH
Market value$24.60M
2.92%
Sole
0.00
Shared
0.00
None
747.64K
DIMENSIONAL ETF TRUST
SOLEShares773K
TypeSH
Market value$22.94M
2.72%
Sole
0.00
Shared
0.00
None
773K
DIMENSIONAL ETF TRUST
SOLEShares404.80K
TypeSH
Market value$20.54M
2.44%
Sole
0.00
Shared
0.00
None
404.80K
DIMENSIONAL ETF TRUST
SOLEShares472.19K
TypeSH
Market value$19.96M
2.37%
Sole
0.00
Shared
0.00
None
472.19K
DIMENSIONAL ETF TRUST
SOLEShares666.78K
TypeSH
Market value$19.66M
2.33%
Sole
0.00
Shared
0.00
None
666.78K
DIMENSIONAL ETF TRUST
SOLEShares347.50K
TypeSH
Market value$18.94M
2.25%
Sole
0.00
Shared
0.00
None
347.50K
DIMENSIONAL ETF TRUST
SOLEShares326.28K
TypeSH
Market value$17.69M
2.10%
Sole
0.00
Shared
0.00
None
326.28K
DIMENSIONAL ETF TRUST
SOLEShares246.17K
TypeSH
Market value$16.51M
1.96%
Sole
0.00
Shared
0.00
None
246.17K
DIMENSIONAL ETF TRUST
SOLEShares463.27K
TypeSH
Market value$13.41M
1.59%
Sole
0.00
Shared
0.00
None
463.27K
DIMENSIONAL ETF TRUST
SOLEShares250.66K
TypeSH
Market value$10.74M
1.27%
Sole
0.00
Shared
0.00
None
250.66K
DIMENSIONAL ETF TRUST
SOLEShares138.35K
TypeSH
Market value$7.47M
0.89%
Sole
0.00
Shared
0.00
None
138.35K
DIMENSIONAL ETF TRUST
SOLEShares225.91K
TypeSH
Market value$6.77M
0.80%
Sole
0.00
Shared
0.00
None
225.91K
DIMENSIONAL ETF TRUST
SOLEShares235.74K
TypeSH
Market value$6.60M
0.78%
Sole
0.00
Shared
0.00
None
235.74K
DIMENSIONAL ETF TRUST
SOLEShares200.49K
TypeSH
Market value$5.89M
0.70%
Sole
0.00
Shared
0.00
None
200.49K
DIMENSIONAL ETF TRUST
SOLEShares105.90K
TypeSH
Market value$5.65M
0.67%
Sole
0.00
Shared
0.00
None
105.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.16M | SH | $91.44M 10.85% | 0.00 | 0.00 | 2.16M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.90M | SH | $91.13M 10.82% | 0.00 | 0.00 | 1.90M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.22M | SH | $82.10M 9.75% | 0.00 | 0.00 | 1.22M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.82M | SH | $56.41M 6.70% | 0.00 | 0.00 | 1.82M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.51M | SH | $46.87M 5.56% | 0.00 | 0.00 | 1.51M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 730.45K | SH | $46.54M 5.52% | 0.00 | 0.00 | 730.45K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.65M | SH | $44.24M 5.25% | 0.00 | 0.00 | 1.65M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.23M | SH | $43.85M 5.21% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.34M | SH | $39.29M 4.66% | 0.00 | 0.00 | 1.34M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 920.87K | SH | $33.00M 3.92% | 0.00 | 0.00 | 920.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 747.64K | SH | $24.60M 2.92% | 0.00 | 0.00 | 747.64K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 773K | SH | $22.94M 2.72% | 0.00 | 0.00 | 773K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 404.80K | SH | $20.54M 2.44% | 0.00 | 0.00 | 404.80K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 472.19K | SH | $19.96M 2.37% | 0.00 | 0.00 | 472.19K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 666.78K | SH | $19.66M 2.33% | 0.00 | 0.00 | 666.78K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 347.50K | SH | $18.94M 2.25% | 0.00 | 0.00 | 347.50K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 326.28K | SH | $17.69M 2.10% | 0.00 | 0.00 | 326.28K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 246.17K | SH | $16.51M 1.96% | 0.00 | 0.00 | 246.17K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 463.27K | SH | $13.41M 1.59% | 0.00 | 0.00 | 463.27K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 250.66K | SH | $10.74M 1.27% | 0.00 | 0.00 | 250.66K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 138.35K | SH | $7.47M 0.89% | 0.00 | 0.00 | 138.35K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 225.91K | SH | $6.77M 0.80% | 0.00 | 0.00 | 225.91K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 235.74K | SH | $6.60M 0.78% | 0.00 | 0.00 | 235.74K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 200.49K | SH | $5.89M 0.70% | 0.00 | 0.00 | 200.49K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 105.90K | SH | $5.65M 0.67% | 0.00 | 0.00 | 105.90K |
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