2026 Q2 Portfolio Activity
In 2026 Q2, DiNuzzo Private Wealth, Inc. maintained a portfolio of 1384 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.00% of the total fund value. They heavily accumulated shares in VANGUARD MALVERN FDS, increasing the position by 5062.3%.
Position History
hover any row below to update
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Total Positions
1384
Quarter
2026 Q2
Top Holding
DFCF (11.5%)
Top 10 Concentration
68.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1384
DiNuzzo Private Wealth, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFCF
DIMENSIONAL ETF...
|
ETF | 11.51% | 11.47% |
#1
Prev: #1
|
8.0 |
—
|
236,030 | 9.4% |
P
S
|
2,757,601 | $116,398,356 |
$39.09
+7.3%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 9.83% | 10.53% |
#2
Prev: #2
|
5.9 |
—
|
39,395 | 1.9% |
P
S
|
2,080,578 | $99,347,612 |
$42.82
+11.3%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 9.48% | 8.99% |
#3
Prev: #3
|
5.3 |
—
|
-6,702 | -0.6% |
P
S
|
1,169,867 | $95,858,939 |
$50.87
+62.3%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 6.88% | 6.94% |
#4
Prev: #4
|
3.8 |
—
|
-46,188 | -2.6% |
P
S
|
1,758,222 | $69,520,116 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 5.86% | 5.64% |
#5
Prev: #5
|
3.3 |
—
|
-16,377 | -2.2% |
P
S
|
719,169 | $59,216,379 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 5.28% | 5.27% |
#6
1
Prev: #7
|
2.6 |
—
|
4,529 | 0.2% |
P
S
|
1,844,046 | $53,422,014 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.11% | 5.30% |
#7
1
Prev: #6
|
2.5 |
—
|
2,602 | 0.2% |
P
S
|
1,387,635 | $51,703,276 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 5.11% | 4.85% |
#8
1
Prev: #9
|
2.5 |
—
|
11,958 | 1.0% |
P
S
|
1,236,979 | $51,619,155 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 4.99% | 5.09% |
#9
1
Prev: #8
|
2.5 |
—
|
-46,931 | -3.5% |
P
S
|
1,300,634 | $50,451,612 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.02% | 3.84% |
#10
Prev: #10
|
2.1 |
—
|
-264 | -0.0% |
P
S
|
917,087 | $40,681,974 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 3.13% | 3.10% |
#11
Prev: #11
|
3.3 |
—
|
55,550 | 9.8% |
P
S
|
623,822 | $31,677,669 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.88% | 2.76% |
#12
Prev: #12
|
1.7 |
—
|
-23,353 | -3.2% |
P
S
|
716,843 | $29,132,508 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 2.71% | 2.68% |
#13
1
Prev: #14
|
3.1 |
—
|
42,368 | 9.2% |
P
S
|
502,670 | $27,375,398 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.55% | 2.75% |
#14
1
Prev: #13
|
1.5 |
—
|
-4,808 | -0.7% |
P
S
|
641,920 | $25,760,264 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 2.46% | 2.38% |
#15
Prev: #15
|
1.5 |
—
|
-2,780 | -0.6% |
P
S
|
452,669 | $24,901,304 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 2.17% | 2.22% |
#16
Prev: #16
|
1.4 |
—
|
3,045 | 0.5% |
P
S
|
642,789 | $21,935,191 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 1.98% | 1.85% |
#17
1
Prev: #18
|
1.3 |
—
|
8,224 | 3.5% |
P
S
|
241,364 | $19,982,543 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 1.74% | 1.90% |
#18
1
Prev: #17
|
1.2 |
—
|
-2,977 | -0.9% |
P
S
|
322,435 | $17,627,522 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.59% | 1.55% |
#19
Prev: #19
|
1.1 |
—
|
-26,080 | -6.1% |
P
S
|
399,164 | $16,050,378 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.25% | 1.35% |
#20
Prev: #20
|
1.0 |
—
|
-2,891 | -1.2% |
P
S
|
234,686 | $12,677,735 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.91% | 0.90% |
#21
Prev: #21
|
0.9 |
—
|
-2,267 | -1.7% |
P
S
|
131,670 | $9,203,763 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 0.83% | 0.78% |
#22
1
Prev: #23
|
0.8 |
—
|
-17,592 | -8.2% |
P
S
|
195,801 | $8,374,409 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.81% | 0.79% |
#23
1
Prev: #22
|
0.8 |
—
|
-12,779 | -6.2% |
P
S
|
192,576 | $8,216,679 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.65% | 0.68% |
#24
Prev: #24
|
0.8 |
—
|
-5,202 | -2.8% |
P
S
|
179,273 | $6,604,410 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.57% | 0.60% |
#25
Prev: #25
|
0.7 |
—
|
1,613 | 1.5% |
P
S
|
106,944 | $5,731,643 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.44% |
#26
Prev: #26
|
0.7 |
—
|
2,154 | 2.5% |
P
S
|
88,249 | $4,265,516 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AAPL
APPLE INC
|
Technology | 0.33% | 0.32% |
#27
Prev: #27
|
0.6 |
—
|
-257 | -2.2% |
P
S
|
11,394 | $3,296,825 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.26% | 0.25% |
#28
1
Prev: #29
|
0.6 |
—
|
119 | 0.2% |
P
S
|
55,471 | $2,586,613 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.20% | 0.25% |
#29
1
Prev: #28
|
0.6 |
—
|
15 | 0.2% |
P
S
|
7,585 | $2,050,288 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.17% | 0.16% |
#30
2
Prev: #32
|
0.6 |
—
|
7 | 0.1% |
P
S
|
8,770 | $1,754,790 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.16% | 0.15% |
#31
3
Prev: #34
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
5,907 | $1,661,108 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.16% | 0.17% |
#32
1
Prev: #31
|
0.6 |
—
|
-970 | -2.0% |
P
S
|
47,037 | $1,647,718 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.16% |
#33
Prev: #33
|
0.6 |
—
|
-7 | -0.2% |
P
S
|
4,071 | $1,518,691 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.13% | 0.13% |
#34
2
Prev: #36
|
0.6 |
—
|
-21 | -0.1% |
P
S
|
28,558 | $1,287,966 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.12% | 0.12% |
#35
2
Prev: #37
|
0.5 |
—
|
78 | 0.2% |
P
S
|
46,059 | $1,204,911 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 0.11% | 0.14% |
#36
1
Prev: #35
|
0.5 |
—
|
-350 | -1.2% |
P
S
|
28,240 | $1,089,782 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.11% | 0.10% |
#37
2
Prev: #39
|
3.0 |
—
|
10,510 | 500.0% |
P
S
|
12,612 | $1,086,398 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.11% | 0.10% |
#38
2
Prev: #40
|
0.5 |
—
|
73 | 4.9% |
P
S
|
1,551 | $1,065,521 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.10% | 0.10% |
#39
1
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
3,875 | $1,046,478 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.10% | 0.09% |
#40
1
Prev: #41
|
0.5 |
—
|
159 | 1.4% |
P
S
|
11,754 | $984,398 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.10% | 0.08% |
#41
6
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
1,321 | $972,946 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IWD
ISHARES TR
|
ETF | 0.09% | 0.09% |
#42
1
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
3,958 | $959,648 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.09% | 0.09% |
#43
1
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
8,904 | $946,603 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.09% | 0.00% |
#44
169
Prev: #213
|
3.0 |
—
|
17,870 | 5062.3% |
P
S
|
18,223 | $915,349 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
WSBC
WESBANCO INC
|
Financial Services | 0.09% | 0.08% |
#45
1
Prev: #46
|
0.5 |
—
|
23 | 0.1% |
P
S
|
22,759 | $888,296 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.08% | 0.03% |
#46
21
Prev: #67
|
0.5 |
—
|
1 | 0.1% |
P
S
|
1,461 | $848,710 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.08% | 0.09% |
#47
2
Prev: #45
|
0.5 |
—
|
-1,745 | -8.2% |
P
S
|
19,429 | $801,455 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#48
Prev: #48
|
0.5 |
—
|
-32 | -1.5% |
P
S
|
2,155 | $797,306 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
EQT
EQT CORP
|
Energy | 0.07% | 0.09% |
#49
7
Prev: #42
|
0.5 |
—
|
-1 | -0.0% |
P
S
|
13,625 | $724,451 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFSB
DIMENSIONAL ETF...
|
ETF | 0.07% | 0.06% |
#50
1
Prev: #49
|
2.5 |
—
|
2,500 | 23.5% |
P
S
|
13,128 | $684,101 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 1384 holdings