DiNuzzo Private Wealth

BEAVER, PAfiles as DiNuzzo Private Wealth, Inc.

$1.0bn in 1,346 US stocks at the end of 30 June 2026. The top 10 are 68.1% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$1.0bn

Stocks

1,346

Top 10 share

68.1%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell AerospaceHONA
<0.1% of the fund
FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Piper Sandler CompaniesPIPR
<0.1% of the fund
Mettler Toledo InternationalMTD
<0.1% of the fund
John Hancock Exchange TradedJHMM
<0.1% of the fund
Ishares TREFG
<0.1% of the fund
AmcorAMCR
<0.1% of the fund
Powell IndustriesPOWL
<0.1% of the fund
Arrowhead PharmaceuticalsARWR
<0.1% of the fund
RedditRDDT
<0.1% of the fund
Opendoor TechnologiesOPEN
<0.1% of the fund
Caesars EntertainmentCZR
<0.1% of the fund
PENN EntertainmentPENN
<0.1% of the fund
Core ScientificCORZ
<0.1% of the fund
StandardAeroSARO
<0.1% of the fund
Indivior PharmaceuticalsINDV
<0.1% of the fund
ImmunityBioIBRX
<0.1% of the fund
Smithfield FoodsSFD
<0.1% of the fund
AZZAZZ
<0.1% of the fund
SolventumSOLV
<0.1% of the fund
Century AluminumCENX
<0.1% of the fund
VersigentVGNT
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFCF
11.5% of the fund
+9%
Dimensional ETF TrustDUSB
3.1% of the fund
+10%
Dimensional ETF TrustDFGP
2.7% of the fund
+9%
Dimensional World EquityDFAW
2.0% of the fund
+4%
Dimensional ETF TrustDFNM
0.4% of the fund
+3%
Vanguard Index FDSVOO
0.1% of the fund
+5%
Vanguard Malvern FDSVTIP
<0.1% of the fund
+5062%
Dimensional ETF TrustDFSB
<0.1% of the fund
+24%
Micron TechnologyMU
<0.1% of the fund
+3%
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
+180%
Elevance HealthELV
<0.1% of the fund
+3%
UnitedHealth GroupUNH
<0.1% of the fund
+39%
Astera LabsALAB
<0.1% of the fund
+6%
TeradyneTER
<0.1% of the fund
+4%
QualcommQCOM
<0.1% of the fund
+3%
Mondelez InternationalMDLZ
<0.1% of the fund
+2%
BoeingBA
<0.1% of the fund
+3%
Kraft HeinzKHC
<0.1% of the fund
+4%
Vertiv HoldingsVRT
<0.1% of the fund
+6%
Best BUYBBY
<0.1% of the fund
+2%
Global X FDSCOPX
<0.1% of the fund
+9%
Uber TechnologiesUBER
<0.1% of the fund
+8%
Select Sector Spdr TRXLE
<0.1% of the fund
+28%
EcolabECL
<0.1% of the fund
+4%
Lumentum HoldingsLITE
<0.1% of the fund
+13%

Cut

Sold some of their stake.

Dimensional ETF TrustDFLV
6.9% of the fund
-3%
Dimensional ETF TrustDFAS
5.9% of the fund
-2%
Dimensional ETF TrustDFSV
5.0% of the fund
-3%
Dimensional ETF TrustDFEM
2.9% of the fund
-3%
Dimensional ETF TrustDFAE
1.6% of the fund
-6%
Dimensional ETF TrustDEHP
0.8% of the fund
-8%
Dimensional ETF TrustDFEV
0.8% of the fund
-6%
Dimensional ETF TrustDFAX
0.7% of the fund
-3%
AppleAAPL
0.3% of the fund
-2%
Dimensional ETF TrustDFIS
0.2% of the fund
-2%
Dimensional ETF TrustDFAI
<0.1% of the fund
-8%
Vanguard Index FDSVTV
<0.1% of the fund
-23%
ServiceNowNOW
<0.1% of the fund
-2%
CumminsCMI
<0.1% of the fund
-31%
ComcastCMCSA
<0.1% of the fund
-20%
Palantir TechnologiesPLTR
<0.1% of the fund
-2%
Howmet AerospaceHWM
<0.1% of the fund
-2%
Becton DickinsonBDX
<0.1% of the fund
-42%
Williams CompaniesWMB
<0.1% of the fund
-4%
American ExpressAXP
<0.1% of the fund
-2%
Marvell TechnologyMRVL
<0.1% of the fund
-88%
SalesforceCRM
<0.1% of the fund
-18%
Abbott LaboratoriesABT
<0.1% of the fund
-15%
Robinhood MarketsHOOD
<0.1% of the fund
-11%
General MillsGIS
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Nu HoldingsNU
-100%
Honeywell InternationalHON
-100%
Vanguard Scottsdale FDSVCSH
-100%
Vanguard MUN BD FDSVTEI
-100%
Carnival
-100%
Circle Internet GroupCRCL
-100%
Coterra EnergyCTRA
-100%
Hologic
-100%
Topbuild COR
-100%
Air Lease
-100%
TRI Pointe Homes
-100%
Masimo
-100%
Gulfport EnergyGPOR
-100%
Sealed Air Corp New
-100%
RHRH
-100%
Super Micro ComputerSMCI
-100%
Credit AcceptanceCACC
-100%
Shake ShackSHAK
-100%
Verra MobilityVRRM
-100%
Clearway EnergyCWEN
-100%
Eos Energy EnterprisesEOSE
-100%
Liberty BroadbandLBRDA
-100%
Guidewire SoftwareGWRE
-100%
Progress SoftwarePRGS
-100%
Gibraltar IndustriesROCK
-100%

Holdings

Dimensional ETF TrustDFCF
Share
11.5%
Value
$116m
Shares
2,757,601
+9%
Dimensional ETF TrustDFSD
Share
9.8%
Value
$99m
Shares
2,080,578
Held
Dimensional ETF TrustDFUS
Share
9.5%
Value
$96m
Shares
1,169,867
Held
Dimensional ETF TrustDFLV
Share
6.9%
Value
$70m
Shares
1,758,222
-3%
Dimensional ETF TrustDFAS
Share
5.9%
Value
$59m
Shares
719,169
-2%
Dimensional ETF TrustDFGR
Share
5.3%
Value
$53m
Shares
1,844,046
Held
Dimensional ETF TrustDFIC
Share
5.1%
Value
$52m
Shares
1,387,635
Held
Dimensional ETF TrustDUHP
Share
5.1%
Value
$52m
Shares
1,236,979
Held
Dimensional ETF TrustDFSV
Share
5.0%
Value
$50m
Shares
1,300,634
-3%
Dimensional ETF TrustDFAC
Share
4.0%
Value
$41m
Shares
917,087
Held
Dimensional ETF TrustDUSB
Share
3.1%
Value
$32m
Shares
623,822
+10%
Dimensional ETF TrustDFEM
Share
2.9%
Value
$29m
Shares
716,843
-3%
Dimensional ETF TrustDFGP
Share
2.7%
Value
$27m
Shares
502,670
+9%
Dimensional ETF TrustDISV
Share
2.5%
Value
$26m
Shares
641,920
Held
Dimensional ETF TrustDFUV
Share
2.5%
Value
$25m
Shares
452,669
Held
Dimensional ETF TrustDIHP
Share
2.2%
Value
$22m
Shares
642,789
Held
Dimensional World EquityDFAW
Share
2.0%
Value
$20m
Shares
241,364
+4%
Dimensional ETF TrustDGCB
Share
1.7%
Value
$18m
Shares
322,435
Held
Dimensional ETF TrustDFAE
Share
1.6%
Value
$16m
Shares
399,164
-6%
Dimensional ETF TrustDFIV
Share
1.3%
Value
$13m
Shares
234,686
Held
Dimensional ETF TrustDFAT
Share
0.9%
Value
$9m
Shares
131,670
Held
Dimensional ETF TrustDEHP
Share
0.8%
Value
$8m
Shares
195,801
-8%
Dimensional ETF TrustDFEV
Share
0.8%
Value
$8m
Shares
192,576
-6%
Dimensional ETF TrustDFAX
Share
0.7%
Value
$7m
Shares
179,273
-3%
Dimensional ETF TrustDFGX
Share
0.6%
Value
$6m
Shares
106,944
Held
Dimensional ETF TrustDFNM
Share
0.4%
Value
$4m
Shares
88,249
+3%
AppleAAPL
Share
0.3%
Value
$3m
Shares
11,394
-2%
Dimensional ETF TrustDFSU
Share
0.3%
Value
$3m
Shares
55,471
Held
McDonald'sMCD
Share
0.2%
Value
$2m
Shares
7,585
Held
NvidiaNVDA
Share
0.2%
Value
$2m
Shares
8,770
Held
International Business MachinesIBM
Share
0.2%
Value
$2m
Shares
5,907
Held
Dimensional ETF TrustDFIS
Share
0.2%
Value
$2m
Shares
47,037
-2%
MicrosoftMSFT
Share
0.2%
Value
$2m
Shares
4,071
Held
Dimensional ETF TrustDFSI
Share
0.1%
Value
$1m
Shares
28,558
Held
Dimensional ETF TrustDFAR
Share
0.1%
Value
$1m
Shares
46,059
Held
Vaneck Merk Gold ETFOUNZ
Share
0.1%
Value
$1m
Shares
28,240
Held
Vanguard Index FDSVUG
Share
0.1%
Value
$1m
Shares
12,612
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$1m
Shares
1,551
+5%
Vanguard Index FDSVB
Share
0.1%
Value
$1m
Shares
3,875
Held
Vanguard Intl Equity Index FVEU
Share
<0.1%
Value
$984,398
Shares
11,754
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$972,946
Shares
1,321
Held
Ishares TRIWD
Share
<0.1%
Value
$959,648
Shares
3,958
Held
Vanguard Scottsdale FDSVONV
Share
<0.1%
Value
$946,603
Shares
8,904
Held
Vanguard Malvern FDSVTIP
Share
<0.1%
Value
$915,349
Shares
18,223
+5062%
WesbancoWSBC
Share
<0.1%
Value
$888,296
Shares
22,759
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$848,710
Shares
1,461
Held
Dimensional ETF TrustDFAI
Share
<0.1%
Value
$801,455
Shares
19,429
-8%
Vanguard Index FDSVTI
Share
<0.1%
Value
$797,306
Shares
2,155
Held
EQTEQT
Share
<0.1%
Value
$724,451
Shares
13,625
Held
Dimensional ETF TrustDFSB
Share
<0.1%
Value
$684,101
Shares
13,128
+24%
Dominion EnergyD
Share
<0.1%
Value
$613,038
Shares
8,977
Held
Bank of New York MellonBNY
Share
<0.1%
Value
$608,872
Shares
4,210
Held
Ishares TRIVV
Share
<0.1%
Value
$557,924
Shares
745
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$542,423
Shares
1,084
Held
Vanguard World FDVPU
Share
<0.1%
Value
$536,658
Shares
2,742
Held
OracleORCL
Share
<0.1%
Value
$494,946
Shares
3,377
Held
Vaneck ETF TrustSMH
Share
<0.1%
Value
$470,274
Shares
717
Held
Amazon.comAMZN
Share
<0.1%
Value
$469,054
Shares
1,968
Held
Vanguard Index FDSVTV
Share
<0.1%
Value
$420,242
Shares
1,928
-23%
TeslaTSLA
Share
<0.1%
Value
$409,665
Shares
974
Held
Ishares TRIWM
Share
<0.1%
Value
$390,757
Shares
1,301
Held
AlphabetGOOGL
Share
<0.1%
Value
$389,534
Shares
1,090
Held
US BancorpUSB
Share
<0.1%
Value
$374,063
Shares
6,193
Held
Ishares TRIWN
Share
<0.1%
Value
$368,201
Shares
1,665
Held
NextEra EnergyNEE
Share
<0.1%
Value
$363,368
Shares
4,140
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$325,630
Shares
2,382
Held
Ishares TRIJH
Share
<0.1%
Value
$305,742
Shares
3,965
Held
IntelINTC
Share
<0.1%
Value
$272,000
Shares
1,948
Held
Ishares TRIVW
Share
<0.1%
Value
$266,809
Shares
1,940
Held
MastercardMA
Share
<0.1%
Value
$266,045
Shares
518
Held
Ishares TRIWR
Share
<0.1%
Value
$256,494
Shares
2,325
Held
Schwab Strategic TRFNDF
Share
<0.1%
Value
$245,123
Shares
4,646
Held
Dimensional ETF TrustDFSE
Share
<0.1%
Value
$241,514
Shares
4,941
Held
Honeywell AerospaceHONA
Share
<0.1%
Value
$240,093
Shares
1,086
New
Rockwell AutomationROK
Share
<0.1%
Value
$234,668
Shares
474
Held
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$233,255
Shares
1,476
Held
FedExFDX
Share
<0.1%
Value
$224,828
Shares
718
Held
Spdr Index SHS FDSNANR
Share
<0.1%
Value
$217,440
Shares
2,880
Held
United Parcel ServiceUPS
Share
<0.1%
Value
$205,863
Shares
1,915
Held
Vanguard Ultra-ShortVGUS
Share
<0.1%
Value
$200,677
Shares
2,652
Held
BroadcomAVGO
Share
<0.1%
Value
$194,164
Shares
514
Held
Marathon PetroleumMPC
Share
<0.1%
Value
$191,753
Shares
750
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$186,635
Shares
4,408
Held
AT&TT
Share
<0.1%
Value
$184,995
Shares
8,937
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$183,424
Shares
832
Held
AlphabetGOOG
Share
<0.1%
Value
$181,259
Shares
513
Held
Meta PlatformsMETA
Share
<0.1%
Value
$171,242
Shares
304
Held
Wisdomtree TRIHDG
Share
<0.1%
Value
$161,855
Shares
3,090
Held
Eli LillyLLY
Share
<0.1%
Value
$159,525
Shares
133
Held
Trane TechnologiesTT
Share
<0.1%
Value
$159,136
Shares
324
Held
CSXCSX
Share
<0.1%
Value
$141,592
Shares
2,979
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$138,461
Shares
423
Held
NOVNOV
Share
<0.1%
Value
$128,573
Shares
6,931
Held
Emerson ElectricEMR
Share
<0.1%
Value
$124,684
Shares
871
Held
AbbVieABBV
Share
<0.1%
Value
$123,155
Shares
489
Held
Vanguard World FDVGT
Share
<0.1%
Value
$119,520
Shares
1,000
Held
MerckMRK
Share
<0.1%
Value
$119,505
Shares
930
Held
Bank of AmericaBAC
Share
<0.1%
Value
$118,562
Shares
2,081
Held
Ishares TRIJR
Share
<0.1%
Value
$115,682
Shares
780
Held
VisaV
Share
<0.1%
Value
$113,563
Shares
331
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFCF	11.5%	$116m	2,757,601	+9%
Dimensional ETF TrustDFSD	9.8%	$99m	2,080,578	Held
Dimensional ETF TrustDFUS	9.5%	$96m	1,169,867	Held
Dimensional ETF TrustDFLV	6.9%	$70m	1,758,222	-3%
Dimensional ETF TrustDFAS	5.9%	$59m	719,169	-2%
Dimensional ETF TrustDFGR	5.3%	$53m	1,844,046	Held
Dimensional ETF TrustDFIC	5.1%	$52m	1,387,635	Held
Dimensional ETF TrustDUHP	5.1%	$52m	1,236,979	Held
Dimensional ETF TrustDFSV	5.0%	$50m	1,300,634	-3%
Dimensional ETF TrustDFAC	4.0%	$41m	917,087	Held
Dimensional ETF TrustDUSB	3.1%	$32m	623,822	+10%
Dimensional ETF TrustDFEM	2.9%	$29m	716,843	-3%
Dimensional ETF TrustDFGP	2.7%	$27m	502,670	+9%
Dimensional ETF TrustDISV	2.5%	$26m	641,920	Held
Dimensional ETF TrustDFUV	2.5%	$25m	452,669	Held
Dimensional ETF TrustDIHP	2.2%	$22m	642,789	Held
Dimensional World EquityDFAW	2.0%	$20m	241,364	+4%
Dimensional ETF TrustDGCB	1.7%	$18m	322,435	Held
Dimensional ETF TrustDFAE	1.6%	$16m	399,164	-6%
Dimensional ETF TrustDFIV	1.3%	$13m	234,686	Held
Dimensional ETF TrustDFAT	0.9%	$9m	131,670	Held
Dimensional ETF TrustDEHP	0.8%	$8m	195,801	-8%
Dimensional ETF TrustDFEV	0.8%	$8m	192,576	-6%
Dimensional ETF TrustDFAX	0.7%	$7m	179,273	-3%
Dimensional ETF TrustDFGX	0.6%	$6m	106,944	Held
Dimensional ETF TrustDFNM	0.4%	$4m	88,249	+3%
AppleAAPL	0.3%	$3m	11,394	-2%
Dimensional ETF TrustDFSU	0.3%	$3m	55,471	Held
McDonald'sMCD	0.2%	$2m	7,585	Held
NvidiaNVDA	0.2%	$2m	8,770	Held
International Business MachinesIBM	0.2%	$2m	5,907	Held
Dimensional ETF TrustDFIS	0.2%	$2m	47,037	-2%
MicrosoftMSFT	0.2%	$2m	4,071	Held
Dimensional ETF TrustDFSI	0.1%	$1m	28,558	Held
Dimensional ETF TrustDFAR	0.1%	$1m	46,059	Held
Vaneck Merk Gold ETFOUNZ	0.1%	$1m	28,240	Held
Vanguard Index FDSVUG	0.1%	$1m	12,612	Held
Vanguard Index FDSVOO	0.1%	$1m	1,551	+5%
Vanguard Index FDSVB	0.1%	$1m	3,875	Held
Vanguard Intl Equity Index FVEU	<0.1%	$984,398	11,754	Held
Invesco QQQ TRQQQ	<0.1%	$972,946	1,321	Held
Ishares TRIWD	<0.1%	$959,648	3,958	Held
Vanguard Scottsdale FDSVONV	<0.1%	$946,603	8,904	Held
Vanguard Malvern FDSVTIP	<0.1%	$915,349	18,223	+5062%
WesbancoWSBC	<0.1%	$888,296	22,759	Held
Advanced Micro DevicesAMD	<0.1%	$848,710	1,461	Held
Dimensional ETF TrustDFAI	<0.1%	$801,455	19,429	-8%
Vanguard Index FDSVTI	<0.1%	$797,306	2,155	Held
EQTEQT	<0.1%	$724,451	13,625	Held
Dimensional ETF TrustDFSB	<0.1%	$684,101	13,128	+24%
Dominion EnergyD	<0.1%	$613,038	8,977	Held
Bank of New York MellonBNY	<0.1%	$608,872	4,210	Held
Ishares TRIVV	<0.1%	$557,924	745	Held
Berkshire HathawayBRK-B	<0.1%	$542,423	1,084	Held
Vanguard World FDVPU	<0.1%	$536,658	2,742	Held
OracleORCL	<0.1%	$494,946	3,377	Held
Vaneck ETF TrustSMH	<0.1%	$470,274	717	Held
Amazon.comAMZN	<0.1%	$469,054	1,968	Held
Vanguard Index FDSVTV	<0.1%	$420,242	1,928	-23%
TeslaTSLA	<0.1%	$409,665	974	Held
Ishares TRIWM	<0.1%	$390,757	1,301	Held
AlphabetGOOGL	<0.1%	$389,534	1,090	Held
US BancorpUSB	<0.1%	$374,063	6,193	Held
Ishares TRIWN	<0.1%	$368,201	1,665	Held
NextEra EnergyNEE	<0.1%	$363,368	4,140	Held
ExxonMobil HoldingsXOM	<0.1%	$325,630	2,382	Held
Ishares TRIJH	<0.1%	$305,742	3,965	Held
IntelINTC	<0.1%	$272,000	1,948	Held
Ishares TRIVW	<0.1%	$266,809	1,940	Held
MastercardMA	<0.1%	$266,045	518	Held
Ishares TRIWR	<0.1%	$256,494	2,325	Held
Schwab Strategic TRFNDF	<0.1%	$245,123	4,646	Held
Dimensional ETF TrustDFSE	<0.1%	$241,514	4,941	Held
Honeywell AerospaceHONA	<0.1%	$240,093	1,086	New
Rockwell AutomationROK	<0.1%	$234,668	474	Held
Vanguard Whitehall FDSVYM	<0.1%	$233,255	1,476	Held
FedExFDX	<0.1%	$224,828	718	Held
Spdr Index SHS FDSNANR	<0.1%	$217,440	2,880	Held
United Parcel ServiceUPS	<0.1%	$205,863	1,915	Held
Vanguard Ultra-ShortVGUS	<0.1%	$200,677	2,652	Held
BroadcomAVGO	<0.1%	$194,164	514	Held
Marathon PetroleumMPC	<0.1%	$191,753	750	Held
Verizon CommunicationsVZ	<0.1%	$186,635	4,408	Held
AT&TT	<0.1%	$184,995	8,937	Held
Lowe's CompaniesLOW	<0.1%	$183,424	832	Held
AlphabetGOOG	<0.1%	$181,259	513	Held
Meta PlatformsMETA	<0.1%	$171,242	304	Held
Wisdomtree TRIHDG	<0.1%	$161,855	3,090	Held
Eli LillyLLY	<0.1%	$159,525	133	Held
Trane TechnologiesTT	<0.1%	$159,136	324	Held
CSXCSX	<0.1%	$141,592	2,979	Held
JPMorgan ChaseJPM	<0.1%	$138,461	423	Held
NOVNOV	<0.1%	$128,573	6,931	Held
Emerson ElectricEMR	<0.1%	$124,684	871	Held
AbbVieABBV	<0.1%	$123,155	489	Held
Vanguard World FDVGT	<0.1%	$119,520	1,000	Held
MerckMRK	<0.1%	$119,505	930	Held
Bank of AmericaBAC	<0.1%	$118,562	2,081	Held
Ishares TRIJR	<0.1%	$115,682	780	Held
VisaV	<0.1%	$113,563	331	Held

Showing the largest 100 of 1,346.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.0% since 30 June 2025.

Where the money is

Technology1.1%

Financial services0.4%

Retail & consumer0.4%

Industrials0.3%

Energy0.2%

Media & telecom0.1%

Utilities0.1%

Health care0.1%

Everyday goods0.1%

Materials0.0%

Real estate0.0%

Other97.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.