Filed: 7/10/2026ACC: 0001994563-26-000003
📋 What this filing means
DINUZZO PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 1347 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1347
Positions
$1.01B
Total AUM (reported)
21.43M
Total Shares
Allocation by class
CORE FIXE IN ETF$116.40M11.5%
US SMALL CAP ETF$109.67M10.8%
SHOR DUR FIX ETF$99.35M9.8%
US EQUI MARK ETF$95.86M9.5%
US LARG VALU ETF$69.52M6.9%
GLOBAL REAL EST$53.42M5.3%
INTL CORE EQUITY$51.70M5.1%
Portfolio Concentration
Top 3$311.60M30.8%
4–10$376.61M37.3%
11–25$265.25M26.2%
Rest$57.41M5.7%
Top 3 weight
30.8%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 21.43M
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
21.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1347
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1347
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.76M
TypeSH
Market value$116.40M
11.51%
Sole
0.00
Shared
0.00
None
2.76M
DIMENSIONAL ETF TRUST
SOLEShares2.08M
TypeSH
Market value$99.35M
9.83%
Sole
0.00
Shared
0.00
None
2.08M
DIMENSIONAL ETF TRUST
SOLEShares1.17M
TypeSH
Market value$95.86M
9.48%
Sole
0.00
Shared
0.00
None
1.17M
DIMENSIONAL ETF TRUST
SOLEShares1.76M
TypeSH
Market value$69.52M
6.88%
Sole
0.00
Shared
0.00
None
1.76M
DIMENSIONAL ETF TRUST
SOLEShares719.17K
TypeSH
Market value$59.22M
5.86%
Sole
0.00
Shared
0.00
None
719.17K
DIMENSIONAL ETF TRUST
SOLEShares1.84M
TypeSH
Market value$53.42M
5.28%
Sole
0.00
Shared
0.00
None
1.84M
DIMENSIONAL ETF TRUST
SOLEShares1.39M
TypeSH
Market value$51.70M
5.11%
Sole
0.00
Shared
0.00
None
1.39M
DIMENSIONAL ETF TRUST
SOLEShares1.24M
TypeSH
Market value$51.62M
5.11%
Sole
0.00
Shared
0.00
None
1.24M
DIMENSIONAL ETF TRUST
SOLEShares1.30M
TypeSH
Market value$50.45M
4.99%
Sole
0.00
Shared
0.00
None
1.30M
DIMENSIONAL ETF TRUST
SOLEShares917.09K
TypeSH
Market value$40.68M
4.02%
Sole
0.00
Shared
0.00
None
917.09K
DIMENSIONAL ETF TRUST
SOLEShares623.82K
TypeSH
Market value$31.68M
3.13%
Sole
0.00
Shared
0.00
None
623.82K
DIMENSIONAL ETF TRUST
SOLEShares716.84K
TypeSH
Market value$29.13M
2.88%
Sole
0.00
Shared
0.00
None
716.84K
DIMENSIONAL ETF TRUST
SOLEShares502.67K
TypeSH
Market value$27.38M
2.71%
Sole
0.00
Shared
0.00
None
502.67K
DIMENSIONAL ETF TRUST
SOLEShares641.92K
TypeSH
Market value$25.76M
2.55%
Sole
0.00
Shared
0.00
None
641.92K
DIMENSIONAL ETF TRUST
SOLEShares452.67K
TypeSH
Market value$24.90M
2.46%
Sole
0.00
Shared
0.00
None
452.67K
DIMENSIONAL ETF TRUST
SOLEShares642.79K
TypeSH
Market value$21.94M
2.17%
Sole
0.00
Shared
0.00
None
642.79K
DIMENSIONAL ETF TRUST
SOLEShares241.36K
TypeSH
Market value$19.98M
1.98%
Sole
0.00
Shared
0.00
None
241.36K
DIMENSIONAL ETF TRUST
SOLEShares322.44K
TypeSH
Market value$17.63M
1.74%
Sole
0.00
Shared
0.00
None
322.44K
DIMENSIONAL ETF TRUST
SOLEShares399.16K
TypeSH
Market value$16.05M
1.59%
Sole
0.00
Shared
0.00
None
399.16K
DIMENSIONAL ETF TRUST
SOLEShares234.69K
TypeSH
Market value$12.68M
1.25%
Sole
0.00
Shared
0.00
None
234.69K
DIMENSIONAL ETF TRUST
SOLEShares131.67K
TypeSH
Market value$9.20M
0.91%
Sole
0.00
Shared
0.00
None
131.67K
DIMENSIONAL ETF TRUST
SOLEShares195.80K
TypeSH
Market value$8.37M
0.83%
Sole
0.00
Shared
0.00
None
195.80K
DIMENSIONAL ETF TRUST
SOLEShares192.58K
TypeSH
Market value$8.22M
0.81%
Sole
0.00
Shared
0.00
None
192.58K
DIMENSIONAL ETF TRUST
SOLEShares179.27K
TypeSH
Market value$6.60M
0.65%
Sole
0.00
Shared
0.00
None
179.27K
DIMENSIONAL ETF TRUST
SOLEShares106.94K
TypeSH
Market value$5.73M
0.57%
Sole
0.00
Shared
0.00
None
106.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 2.76M | SH | $116.40M 11.51% | 0.00 | 0.00 | 2.76M |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 2.08M | SH | $99.35M 9.83% | 0.00 | 0.00 | 2.08M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 1.17M | SH | $95.86M 9.48% | 0.00 | 0.00 | 1.17M |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 1.76M | SH | $69.52M 6.88% | 0.00 | 0.00 | 1.76M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 719.17K | SH | $59.22M 5.86% | 0.00 | 0.00 | 719.17K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.84M | SH | $53.42M 5.28% | 0.00 | 0.00 | 1.84M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.39M | SH | $51.70M 5.11% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 1.24M | SH | $51.62M 5.11% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 1.30M | SH | $50.45M 4.99% | 0.00 | 0.00 | 1.30M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 917.09K | SH | $40.68M 4.02% | 0.00 | 0.00 | 917.09K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 623.82K | SH | $31.68M 3.13% | 0.00 | 0.00 | 623.82K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 716.84K | SH | $29.13M 2.88% | 0.00 | 0.00 | 716.84K |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 502.67K | SH | $27.38M 2.71% | 0.00 | 0.00 | 502.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 641.92K | SH | $25.76M 2.55% | 0.00 | 0.00 | 641.92K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 452.67K | SH | $24.90M 2.46% | 0.00 | 0.00 | 452.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 642.79K | SH | $21.94M 2.17% | 0.00 | 0.00 | 642.79K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 241.36K | SH | $19.98M 1.98% | 0.00 | 0.00 | 241.36K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 322.44K | SH | $17.63M 1.74% | 0.00 | 0.00 | 322.44K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 399.16K | SH | $16.05M 1.59% | 0.00 | 0.00 | 399.16K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 234.69K | SH | $12.68M 1.25% | 0.00 | 0.00 | 234.69K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 131.67K | SH | $9.20M 0.91% | 0.00 | 0.00 | 131.67K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 195.80K | SH | $8.37M 0.83% | 0.00 | 0.00 | 195.80K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 192.58K | SH | $8.22M 0.81% | 0.00 | 0.00 | 192.58K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 179.27K | SH | $6.60M 0.65% | 0.00 | 0.00 | 179.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 106.94K | SH | $5.73M 0.57% | 0.00 | 0.00 | 106.94K |
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