DiNuzzo Private Wealth, Inc. - Portfolio overview

DiNuzzo Private Wealth, Inc. has 1428 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 11.48%
2. DFSD - DIMENSIONAL ETF TRUST, 10.53%
3. DFUS - DIMENSIONAL ETF TRUST, 8.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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