Filed: 1/16/2026ACC: 0001994563-26-000001
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1367 equity positions with a total reported market value of $919.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1367
Positions
$919.22M
Total AUM (reported)
21.28M
Total Shares
Allocation by class
CORE FIXED INCOM$103.99M11.3%
SHORT DURATION F$97.99M10.7%
US EQUITY MARKET$87.34M9.5%
US LARGE CAP VAL$62.10M6.8%
US SMALL CAP ETF$51.23M5.6%
GLOBAL REAL EST$47.98M5.2%
INTL CORE EQUITY$47.95M5.2%
Portfolio Concentration
Top 3$289.32M31.5%
4–10$336.06M36.6%
11–25$239.04M26.0%
Rest$54.81M6.0%
Top 3 weight
31.5%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 21.28M
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
21.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1367
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1367
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.44M
TypeSH
Market value$103.99M
11.31%
Sole
0.00
Shared
0.00
None
2.44M
DIMENSIONAL ETF TRUST
SOLEShares2.04M
TypeSH
Market value$97.99M
10.66%
Sole
0.00
Shared
0.00
None
2.04M
DIMENSIONAL ETF TRUST
SOLEShares1.18M
TypeSH
Market value$87.34M
9.50%
Sole
0.00
Shared
0.00
None
1.18M
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$62.10M
6.76%
Sole
0.00
Shared
0.00
None
1.82M
DIMENSIONAL ETF TRUST
SOLEShares735.39K
TypeSH
Market value$51.23M
5.57%
Sole
0.00
Shared
0.00
None
735.39K
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$47.98M
5.22%
Sole
0.00
Shared
0.00
None
1.82M
DIMENSIONAL ETF TRUST
SOLEShares1.39M
TypeSH
Market value$47.95M
5.22%
Sole
0.00
Shared
0.00
None
1.39M
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$46.38M
5.05%
Sole
0.00
Shared
0.00
None
1.22M
DIMENSIONAL ETF TRUST
SOLEShares1.35M
TypeSH
Market value$44.46M
4.84%
Sole
0.00
Shared
0.00
None
1.35M
DIMENSIONAL ETF TRUST
SOLEShares907.98K
TypeSH
Market value$35.95M
3.91%
Sole
0.00
Shared
0.00
None
907.98K
DIMENSIONAL ETF TRUST
SOLEShares565.85K
TypeSH
Market value$28.66M
3.12%
Sole
0.00
Shared
0.00
None
565.85K
DIMENSIONAL ETF TRUST
SOLEShares660.24K
TypeSH
Market value$25.09M
2.73%
Sole
0.00
Shared
0.00
None
660.24K
DIMENSIONAL ETF TRUST
SOLEShares735.43K
TypeSH
Market value$24.33M
2.65%
Sole
0.00
Shared
0.00
None
735.43K
DIMENSIONAL ETF TRUST
SOLEShares436.50K
TypeSH
Market value$23.60M
2.57%
Sole
0.00
Shared
0.00
None
436.50K
DIMENSIONAL ETF TRUST
SOLEShares465.34K
TypeSH
Market value$21.68M
2.36%
Sole
0.00
Shared
0.00
None
465.34K
DIMENSIONAL ETF TRUST
SOLEShares642.75K
TypeSH
Market value$20.35M
2.21%
Sole
0.00
Shared
0.00
None
642.75K
DIMENSIONAL ETF TRUST
SOLEShares329.30K
TypeSH
Market value$17.86M
1.94%
Sole
0.00
Shared
0.00
None
329.30K
DIMENSIONAL ETF TRUST
SOLEShares234.83K
TypeSH
Market value$17.37M
1.89%
Sole
0.00
Shared
0.00
None
234.83K
DIMENSIONAL ETF TRUST
SOLEShares434.49K
TypeSH
Market value$14.15M
1.54%
Sole
0.00
Shared
0.00
None
434.49K
DIMENSIONAL ETF TRUST
SOLEShares239.98K
TypeSH
Market value$11.98M
1.30%
Sole
0.00
Shared
0.00
None
239.98K
DIMENSIONAL ETF TRUST
SOLEShares135.15K
TypeSH
Market value$8.05M
0.88%
Sole
0.00
Shared
0.00
None
135.15K
DIMENSIONAL ETF TRUST
SOLEShares209.28K
TypeSH
Market value$7.06M
0.77%
Sole
0.00
Shared
0.00
None
209.28K
DIMENSIONAL ETF TRUST
SOLEShares217.68K
TypeSH
Market value$7.02M
0.76%
Sole
0.00
Shared
0.00
None
217.68K
DIMENSIONAL ETF TRUST
SOLEShares189.03K
TypeSH
Market value$6.19M
0.67%
Sole
0.00
Shared
0.00
None
189.03K
DIMENSIONAL ETF TRUST
SOLEShares107.46K
TypeSH
Market value$5.66M
0.62%
Sole
0.00
Shared
0.00
None
107.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.44M | SH | $103.99M 11.31% | 0.00 | 0.00 | 2.44M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 2.04M | SH | $97.99M 10.66% | 0.00 | 0.00 | 2.04M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.18M | SH | $87.34M 9.50% | 0.00 | 0.00 | 1.18M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.82M | SH | $62.10M 6.76% | 0.00 | 0.00 | 1.82M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 735.39K | SH | $51.23M 5.57% | 0.00 | 0.00 | 735.39K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.82M | SH | $47.98M 5.22% | 0.00 | 0.00 | 1.82M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.39M | SH | $47.95M 5.22% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.22M | SH | $46.38M 5.05% | 0.00 | 0.00 | 1.22M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.35M | SH | $44.46M 4.84% | 0.00 | 0.00 | 1.35M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 907.98K | SH | $35.95M 3.91% | 0.00 | 0.00 | 907.98K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 565.85K | SH | $28.66M 3.12% | 0.00 | 0.00 | 565.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 660.24K | SH | $25.09M 2.73% | 0.00 | 0.00 | 660.24K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 735.43K | SH | $24.33M 2.65% | 0.00 | 0.00 | 735.43K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 436.50K | SH | $23.60M 2.57% | 0.00 | 0.00 | 436.50K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 465.34K | SH | $21.68M 2.36% | 0.00 | 0.00 | 465.34K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 642.75K | SH | $20.35M 2.21% | 0.00 | 0.00 | 642.75K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 329.30K | SH | $17.86M 1.94% | 0.00 | 0.00 | 329.30K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 234.83K | SH | $17.37M 1.89% | 0.00 | 0.00 | 234.83K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 434.49K | SH | $14.15M 1.54% | 0.00 | 0.00 | 434.49K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 239.98K | SH | $11.98M 1.30% | 0.00 | 0.00 | 239.98K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 135.15K | SH | $8.05M 0.88% | 0.00 | 0.00 | 135.15K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 209.28K | SH | $7.06M 0.77% | 0.00 | 0.00 | 209.28K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 217.68K | SH | $7.02M 0.76% | 0.00 | 0.00 | 217.68K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 189.03K | SH | $6.19M 0.67% | 0.00 | 0.00 | 189.03K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 107.46K | SH | $5.66M 0.62% | 0.00 | 0.00 | 107.46K |
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