Filed: 10/14/2025ACC: 0001994563-25-000007
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1369 equity positions with a total reported market value of $881.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1369
Positions
$881.92M
Total AUM (reported)
20.97M
Total Shares
Allocation by class
CORE FIXED INCOM$95.23M10.8%
SHORT DURATION F$93.88M10.6%
US EQUITY MARKET$85.88M9.7%
US LARGE CAP VAL$60.25M6.8%
US SMALL CAP ETF$50.53M5.7%
INTL CORE EQUITY$47.96M5.4%
GLOBAL REAL EST$46.38M5.3%
Portfolio Concentration
Top 3$274.99M31.2%
4–10$329.65M37.4%
11–25$226.73M25.7%
Rest$50.56M5.7%
Top 3 weight
31.2%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 20.97M
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
20.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1369
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1369
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.24M
TypeSH
Market value$95.23M
10.80%
Sole
0.00
Shared
0.00
None
2.24M
DIMENSIONAL ETF TRUST
SOLEShares1.95M
TypeSH
Market value$93.88M
10.64%
Sole
0.00
Shared
0.00
None
1.95M
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$85.88M
9.74%
Sole
0.00
Shared
0.00
None
1.22M
DIMENSIONAL ETF TRUST
SOLEShares1.85M
TypeSH
Market value$60.25M
6.83%
Sole
0.00
Shared
0.00
None
1.85M
DIMENSIONAL ETF TRUST
SOLEShares739.53K
TypeSH
Market value$50.53M
5.73%
Sole
0.00
Shared
0.00
None
739.53K
DIMENSIONAL ETF TRUST
SOLEShares1.49M
TypeSH
Market value$47.96M
5.44%
Sole
0.00
Shared
0.00
None
1.49M
DIMENSIONAL ETF TRUST
SOLEShares1.69M
TypeSH
Market value$46.38M
5.26%
Sole
0.00
Shared
0.00
None
1.69M
DIMENSIONAL ETF TRUST
SOLEShares1.24M
TypeSH
Market value$45.66M
5.18%
Sole
0.00
Shared
0.00
None
1.24M
DIMENSIONAL ETF TRUST
SOLEShares1.36M
TypeSH
Market value$43.99M
4.99%
Sole
0.00
Shared
0.00
None
1.36M
DIMENSIONAL ETF TRUST
SOLEShares924.12K
TypeSH
Market value$34.89M
3.96%
Sole
0.00
Shared
0.00
None
924.12K
DIMENSIONAL ETF TRUST
SOLEShares729.62K
TypeSH
Market value$25.34M
2.87%
Sole
0.00
Shared
0.00
None
729.62K
DIMENSIONAL ETF TRUST
SOLEShares767.26K
TypeSH
Market value$23.68M
2.68%
Sole
0.00
Shared
0.00
None
767.26K
DIMENSIONAL ETF TRUST
SOLEShares447.93K
TypeSH
Market value$22.73M
2.58%
Sole
0.00
Shared
0.00
None
447.93K
DIMENSIONAL ETF TRUST
SOLEShares470.67K
TypeSH
Market value$20.92M
2.37%
Sole
0.00
Shared
0.00
None
470.67K
DIMENSIONAL ETF TRUST
SOLEShares374.24K
TypeSH
Market value$20.54M
2.33%
Sole
0.00
Shared
0.00
None
374.24K
DIMENSIONAL ETF TRUST
SOLEShares666.19K
TypeSH
Market value$19.95M
2.26%
Sole
0.00
Shared
0.00
None
666.19K
DIMENSIONAL ETF TRUST
SOLEShares327.33K
TypeSH
Market value$17.91M
2.03%
Sole
0.00
Shared
0.00
None
327.33K
DIMENSIONAL ETF TRUST
SOLEShares243.58K
TypeSH
Market value$17.12M
1.94%
Sole
0.00
Shared
0.00
None
243.58K
DIMENSIONAL ETF TRUST
SOLEShares458.37K
TypeSH
Market value$13.76M
1.56%
Sole
0.00
Shared
0.00
None
458.37K
DIMENSIONAL ETF TRUST
SOLEShares247.80K
TypeSH
Market value$11.27M
1.28%
Sole
0.00
Shared
0.00
None
247.80K
DIMENSIONAL ETF TRUST
SOLEShares137.05K
TypeSH
Market value$8.07M
0.91%
Sole
0.00
Shared
0.00
None
137.05K
DIMENSIONAL ETF TRUST
SOLEShares225.68K
TypeSH
Market value$6.96M
0.79%
Sole
0.00
Shared
0.00
None
225.68K
DIMENSIONAL ETF TRUST
SOLEShares236.26K
TypeSH
Market value$6.89M
0.78%
Sole
0.00
Shared
0.00
None
236.26K
DIMENSIONAL ETF TRUST
SOLEShares195.90K
TypeSH
Market value$6.00M
0.68%
Sole
0.00
Shared
0.00
None
195.90K
DIMENSIONAL ETF TRUST
SOLEShares104.71K
TypeSH
Market value$5.60M
0.64%
Sole
0.00
Shared
0.00
None
104.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.24M | SH | $95.23M 10.80% | 0.00 | 0.00 | 2.24M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 1.95M | SH | $93.88M 10.64% | 0.00 | 0.00 | 1.95M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.22M | SH | $85.88M 9.74% | 0.00 | 0.00 | 1.22M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.85M | SH | $60.25M 6.83% | 0.00 | 0.00 | 1.85M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 739.53K | SH | $50.53M 5.73% | 0.00 | 0.00 | 739.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.49M | SH | $47.96M 5.44% | 0.00 | 0.00 | 1.49M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.69M | SH | $46.38M 5.26% | 0.00 | 0.00 | 1.69M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.24M | SH | $45.66M 5.18% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.36M | SH | $43.99M 4.99% | 0.00 | 0.00 | 1.36M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 924.12K | SH | $34.89M 3.96% | 0.00 | 0.00 | 924.12K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 729.62K | SH | $25.34M 2.87% | 0.00 | 0.00 | 729.62K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 767.26K | SH | $23.68M 2.68% | 0.00 | 0.00 | 767.26K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 447.93K | SH | $22.73M 2.58% | 0.00 | 0.00 | 447.93K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 470.67K | SH | $20.92M 2.37% | 0.00 | 0.00 | 470.67K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 374.24K | SH | $20.54M 2.33% | 0.00 | 0.00 | 374.24K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 666.19K | SH | $19.95M 2.26% | 0.00 | 0.00 | 666.19K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 327.33K | SH | $17.91M 2.03% | 0.00 | 0.00 | 327.33K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 243.58K | SH | $17.12M 1.94% | 0.00 | 0.00 | 243.58K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 458.37K | SH | $13.76M 1.56% | 0.00 | 0.00 | 458.37K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 247.80K | SH | $11.27M 1.28% | 0.00 | 0.00 | 247.80K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 137.05K | SH | $8.07M 0.91% | 0.00 | 0.00 | 137.05K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 225.68K | SH | $6.96M 0.79% | 0.00 | 0.00 | 225.68K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 236.26K | SH | $6.89M 0.78% | 0.00 | 0.00 | 236.26K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 195.90K | SH | $6.00M 0.68% | 0.00 | 0.00 | 195.90K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 104.71K | SH | $5.60M 0.64% | 0.00 | 0.00 | 104.71K |
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