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13F holdings · Q3 2026

DiNuzzo Private Wealth

Beaver, PA · files as DiNuzzo Private Wealth, Inc.
Holdings as of Sep 30, 2026Filed Oct 16, 2026Next filing due Feb 15, 2027CIK 1994563

DiNuzzo Private Wealth reported 1,368 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFCF (11.7%), DFSD (9.8%) and DFUS (9.7%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and DFAR, added to DFCF, DFSD and DFUS, trimmed DFLV, DFEM and DFUV and sold out of XOM, BFS and JHMM.

Reported value$1B−0.5% vs last quarter
Stocks held1,36855 new · 34 sold out
Top 5 weight43.7%fairly concentrated
Turnover23%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DFCF
Dimensional Core Fixed
$118M11.7%2.9M+175K (+6%)8 of 8
2
DFSD
Dimensional Shrt Drt Fxd
$98.7M9.8%2.1M+44K (+2%)8 of 8
3
DFUS
Dimensional US Equity Market ETF
$97.5M9.7%1.2M+4,551 (+0%)8 of 8
4
DFLV
Dimensional ETF Trust
$70.3M7.0%1.8M−8,024 (−0%)8 of 8
5
DIMENSIONAL U S SMALL CAP ETF
$55.6M5.5%718K−1,245 (−0%)8 of 8
6
DFIC
Dimensional Intern Core
$52.8M5.3%1.4M+17K (+1%)8 of 8
7
DUHP
Dfa Invt Dimensions Group in
$52.5M5.2%1.3MNew position1 of 8
8
DFGR
Dimensional ETF Trust
$50.9M5.1%1.9M+38K (+2%)8 of 8
9
DFSV
DFA US Small Cap Value ETF
$48.6M4.8%1.3MNew position1 of 8
10
DIMENSIONAL ETF TRUST
$40.4M4.0%910K−7,383 (−1%)8 of 8
🔒 1358 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL ETF TRUST
$51.6M1.2M
DIMENSIONAL ETF TRUST
$50.5M1.3M
DIMENSIONAL US REAL
$1.2M46K
XOM
Exxon Mobil Corp
$326K2,382
BFS
Saul Ctrs Inc
$22K600

🔒 Free account: see all 30.

Reported value

last 8 quarters
$790MQ4 '24
$794MQ1 '25
$842MQ2 '25
$882MQ3 '25
$919MQ4 '25
$928MQ1 '26
$1BQ2 '26
$1BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 16, 202613F-HRQ3 2026SEC filing ↗

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DiNuzzo Private Wealth 13F FAQ

What does DiNuzzo Private Wealth own?

DiNuzzo Private Wealth reported 1,368 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFCF (11.7%), DFSD (9.8%) and DFUS (9.7%). The table above lists every position in the filing (the top 10 without an account).

What did DiNuzzo Private Wealth buy and sell in Q3 2026?

Compared with Q2 2026: 55 new positions, 228 added to, 234 trimmed and 34 sold out. New positions include DUHP, DFSV and DFAR. It sold all of XOM, BFS and JHMM.

When will DiNuzzo Private Wealth file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is DiNuzzo Private Wealth's portfolio worth?

The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.