Sign In
test

Patrick J. DiNuzzo

Dinuzzo Private Wealth, Inc.

Assets Managed
$928.117M
Holdings
1345
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
0.97%(2Q avg: 2.6%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Dinuzzo Private Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1345 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 928.117M in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of 2.6%. The portfolio is managed by Patrick J. DiNuzzo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 3.21%
11.48%
$106.461M
2.522M shares@ $42.23 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -0.11%
10.54%
$97.732M
2.041M shares@ $47.89 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.08%
8.99%
$83.43M
1.177M shares@ $70.91 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -0.6%
6.95%
$64.435M
1.804M shares@ $35.72 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.03%
5.64%
$52.319M
735,546 shares@ $71.14 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -0.45%
5.31%
$49.21M
1.385M shares@ $35.53 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 1.3%
5.27%
$48.894M
1.84M shares@ $26.58 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -0.32%
5.09%
$47.219M
1.348M shares@ $35.04 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 0.45%
4.86%
$45.032M
1.225M shares@ $36.76 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.04%
3.85%
$35.648M
917,351 shares@ $38.86 avg price

1-10 of 1345