Filed: 4/8/2026ACC: 0001994563-26-000002
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1345 equity positions with a total reported market value of $928.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1345
Positions
$928.12M
Total AUM (reported)
21.34M
Total Shares
Allocation by class
CORE FIXED INCOM$106.46M11.5%
SHORT DURATION F$97.73M10.5%
US EQUITY MARKET$83.43M9.0%
US LARGE CAP VAL$64.44M6.9%
US SMALL CAP ETF$52.32M5.6%
INTL CORE EQUITY$49.21M5.3%
GLOBAL REAL EST$48.89M5.3%
Portfolio Concentration
Top 3$287.62M31.0%
4–10$342.76M36.9%
11–25$243.90M26.3%
Rest$53.83M5.8%
Top 3 weight
31.0%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 21.34M
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
21.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1345
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1345
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.52M
TypeSH
Market value$106.46M
11.47%
Sole
0.00
Shared
0.00
None
2.52M
DIMENSIONAL ETF TRUST
SOLEShares2.04M
TypeSH
Market value$97.73M
10.53%
Sole
0.00
Shared
0.00
None
2.04M
DIMENSIONAL ETF TRUST
SOLEShares1.18M
TypeSH
Market value$83.43M
8.99%
Sole
0.00
Shared
0.00
None
1.18M
DIMENSIONAL ETF TRUST
SOLEShares1.80M
TypeSH
Market value$64.44M
6.94%
Sole
0.00
Shared
0.00
None
1.80M
DIMENSIONAL ETF TRUST
SOLEShares735.55K
TypeSH
Market value$52.32M
5.64%
Sole
0.00
Shared
0.00
None
735.55K
DIMENSIONAL ETF TRUST
SOLEShares1.39M
TypeSH
Market value$49.21M
5.30%
Sole
0.00
Shared
0.00
None
1.39M
DIMENSIONAL ETF TRUST
SOLEShares1.84M
TypeSH
Market value$48.89M
5.27%
Sole
0.00
Shared
0.00
None
1.84M
DIMENSIONAL ETF TRUST
SOLEShares1.35M
TypeSH
Market value$47.22M
5.09%
Sole
0.00
Shared
0.00
None
1.35M
DIMENSIONAL ETF TRUST
SOLEShares1.23M
TypeSH
Market value$45.03M
4.85%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares917.35K
TypeSH
Market value$35.65M
3.84%
Sole
0.00
Shared
0.00
None
917.35K
DIMENSIONAL ETF TRUST
SOLEShares568.27K
TypeSH
Market value$28.82M
3.10%
Sole
0.00
Shared
0.00
None
568.27K
DIMENSIONAL ETF TRUST
SOLEShares740.20K
TypeSH
Market value$25.57M
2.76%
Sole
0.00
Shared
0.00
None
740.20K
DIMENSIONAL ETF TRUST
SOLEShares646.73K
TypeSH
Market value$25.51M
2.75%
Sole
0.00
Shared
0.00
None
646.73K
DIMENSIONAL ETF TRUST
SOLEShares460.30K
TypeSH
Market value$24.85M
2.68%
Sole
0.00
Shared
0.00
None
460.30K
DIMENSIONAL ETF TRUST
SOLEShares455.45K
TypeSH
Market value$22.07M
2.38%
Sole
0.00
Shared
0.00
None
455.45K
DIMENSIONAL ETF TRUST
SOLEShares639.74K
TypeSH
Market value$20.61M
2.22%
Sole
0.00
Shared
0.00
None
639.74K
DIMENSIONAL ETF TRUST
SOLEShares325.41K
TypeSH
Market value$17.62M
1.90%
Sole
0.00
Shared
0.00
None
325.41K
DIMENSIONAL ETF TRUST
SOLEShares233.14K
TypeSH
Market value$17.20M
1.85%
Sole
0.00
Shared
0.00
None
233.14K
DIMENSIONAL ETF TRUST
SOLEShares425.24K
TypeSH
Market value$14.40M
1.55%
Sole
0.00
Shared
0.00
None
425.24K
DIMENSIONAL ETF TRUST
SOLEShares237.58K
TypeSH
Market value$12.54M
1.35%
Sole
0.00
Shared
0.00
None
237.58K
DIMENSIONAL ETF TRUST
SOLEShares133.94K
TypeSH
Market value$8.36M
0.90%
Sole
0.00
Shared
0.00
None
133.94K
DIMENSIONAL ETF TRUST
SOLEShares205.35K
TypeSH
Market value$7.35M
0.79%
Sole
0.00
Shared
0.00
None
205.35K
DIMENSIONAL ETF TRUST
SOLEShares213.39K
TypeSH
Market value$7.21M
0.78%
Sole
0.00
Shared
0.00
None
213.39K
DIMENSIONAL ETF TRUST
SOLEShares184.47K
TypeSH
Market value$6.27M
0.68%
Sole
0.00
Shared
0.00
None
184.47K
DIMENSIONAL ETF TRUST
SOLEShares105.33K
TypeSH
Market value$5.52M
0.60%
Sole
0.00
Shared
0.00
None
105.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.52M | SH | $106.46M 11.47% | 0.00 | 0.00 | 2.52M |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 2.04M | SH | $97.73M 10.53% | 0.00 | 0.00 | 2.04M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.18M | SH | $83.43M 8.99% | 0.00 | 0.00 | 1.18M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.80M | SH | $64.44M 6.94% | 0.00 | 0.00 | 1.80M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 735.55K | SH | $52.32M 5.64% | 0.00 | 0.00 | 735.55K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.39M | SH | $49.21M 5.30% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.84M | SH | $48.89M 5.27% | 0.00 | 0.00 | 1.84M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 1.35M | SH | $47.22M 5.09% | 0.00 | 0.00 | 1.35M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.23M | SH | $45.03M 4.85% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 917.35K | SH | $35.65M 3.84% | 0.00 | 0.00 | 917.35K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 568.27K | SH | $28.82M 3.10% | 0.00 | 0.00 | 568.27K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 740.20K | SH | $25.57M 2.76% | 0.00 | 0.00 | 740.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 646.73K | SH | $25.51M 2.75% | 0.00 | 0.00 | 646.73K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 460.30K | SH | $24.85M 2.68% | 0.00 | 0.00 | 460.30K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 455.45K | SH | $22.07M 2.38% | 0.00 | 0.00 | 455.45K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 639.74K | SH | $20.61M 2.22% | 0.00 | 0.00 | 639.74K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 325.41K | SH | $17.62M 1.90% | 0.00 | 0.00 | 325.41K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 233.14K | SH | $17.20M 1.85% | 0.00 | 0.00 | 233.14K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 425.24K | SH | $14.40M 1.55% | 0.00 | 0.00 | 425.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 237.58K | SH | $12.54M 1.35% | 0.00 | 0.00 | 237.58K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 133.94K | SH | $8.36M 0.90% | 0.00 | 0.00 | 133.94K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 205.35K | SH | $7.35M 0.79% | 0.00 | 0.00 | 205.35K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 213.39K | SH | $7.21M 0.78% | 0.00 | 0.00 | 213.39K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 184.47K | SH | $6.27M 0.68% | 0.00 | 0.00 | 184.47K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 105.33K | SH | $5.52M 0.60% | 0.00 | 0.00 | 105.33K |
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