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Patrick J. DiNuzzo

@Dinuzzo Private Wealth, Inc.

Latest period2024 - Q4ReportedManaged Assets$790.034MTotal holdings1413
Assets growth rate-2.57%Assets growth rate (2-Q avg)3.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dinuzzo Private Wealth, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1413 positions.

Assets under management

The assets under management (AUM) of Dinuzzo Private Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 790.034M in assets, with a quarterly growth rate of -2.57% and a 2-quarter average growth rate of 3.45%. The portfolio is managed by Patrick J. DiNuzzo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSD
Dimensional Etf Trust
Recent Activity
Decreased -2.45%
11.57%
$91.405M
1.95M shares@ $46.88 avg price
DFCF
Dimensional Etf Trust
Recent Activity
Increased 9.12%
11.42%
$90.196M
2.185M shares@ $41.27 avg price
DFUS
Dimensional Etf Trust
Recent Activity
Decreased -5.41%
9.72%
$76.726M
1.204M shares@ $63.76 avg price
DFLV
Dimensional Etf Trust
Recent Activity
Decreased -1.62%
6.84%
$54.036M
1.799M shares@ $30.03 avg price
DFAS
Dimensional Etf Trust
Recent Activity
Decreased -2.19%
5.81%
$45.846M
704,455 shares@ $65.08 avg price
DUHP
Dimensional Etf Trust
Recent Activity
Decreased -3.53%
5.26%
$41.525M
1.229M shares@ $33.79 avg price
DFGR
Dimensional Etf Trust
Recent Activity
Increased 4.08%
5.2%
$41.072M
1.608M shares@ $25.55 avg price
DFIC
Dimensional Etf Trust
Recent Activity
Increased 4.17%
5%
$39.444M
1.526M shares@ $25.85 avg price
DFSV
Dimensional Etf Trust
Recent Activity
Decreased -1.3%
4.79%
$37.773M
1.227M shares@ $30.79 avg price
DFAC
Dimensional Etf Trust
Recent Activity
Decreased -4.51%
3.86%
$30.436M
879,895 shares@ $34.59 avg price

1-10 of 1413