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Size ($ in 1000's)
At 12/31/2023: $704,405
At 09/30/2023: $0
DiNuzzo Private Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DiNuzzo Private Wealth Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the DiNuzzo Private Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by DiNuzzo Private Wealth Inc..
In the DiNuzzo Private Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by DiNuzzo Private Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the DiNuzzo Private Wealth Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFSD) |
1,996,592 |
+1,996,592 |
$93,860 | | DFSD | 1,996,592 | +1,996,592 | $93,860 | | DIMENSIONAL ETF TRUST (DFCF) |
1,655,218 |
+1,655,218 |
$70,181 | | DFCF | 1,655,218 | +1,655,218 | $70,181 | | DIMENSIONAL ETF TRUST (DFUS) |
1,306,233 |
+1,306,233 |
$67,702 | | DFUS | 1,306,233 | +1,306,233 | $67,702 | | DIMENSIONAL ETF TRUST (DFLV) |
1,881,952 |
+1,881,952 |
$50,907 | | DFLV | 1,881,952 | +1,881,952 | $50,907 | | DIMENSIONAL ETF TRUST (DFAS) |
723,350 |
+723,350 |
$43,126 | | DFAS | 723,350 | +723,350 | $43,126 | | DIMENSIONAL ETF TRUST (DFGR) |
1,491,330 |
+1,491,330 |
$38,745 | | DFGR | 1,491,330 | +1,491,330 | $38,745 | | DIMENSIONAL ETF TRUST (DUHP) |
1,328,775 |
+1,328,775 |
$38,016 | | DUHP | 1,328,775 | +1,328,775 | $38,016 | | DIMENSIONAL ETF TRUST (DFIC) |
1,438,987 |
+1,438,987 |
$36,737 | | DFIC | 1,438,987 | +1,438,987 | $36,737 | | DIMENSIONAL ETF TRUST (DFSV) |
1,235,194 |
+1,235,194 |
$35,969 | | DFSV | 1,235,194 | +1,235,194 | $35,969 | | DIMENSIONAL ETF TRUST (DFAC) |
929,744 |
+929,744 |
$27,176 | | DFAC | 929,744 | +929,744 | $27,176 | | DIMENSIONAL ETF TRUST (DISV) |
766,625 |
+766,625 |
$19,767 | | DISV | 766,625 | +766,625 | $19,767 | | DIMENSIONAL ETF TRUST (DFAW) |
345,214 |
+345,214 |
$18,954 | | DFAW | 345,214 | +345,214 | $18,954 | | DIMENSIONAL ETF TRUST (DFUV) |
501,304 |
+501,304 |
$18,659 | | DFUV | 501,304 | +501,304 | $18,659 | | DIMENSIONAL ETF TRUST (DFEM) |
744,217 |
+744,217 |
$18,576 | | DFEM | 744,217 | +744,217 | $18,576 | | DIMENSIONAL ETF TRUST (DGCB) |
312,383 |
+312,383 |
$16,588 | | DGCB | 312,383 | +312,383 | $16,588 | | DIMENSIONAL ETF TRUST (DIHP) |
626,435 |
+626,435 |
$16,074 | | DIHP | 626,435 | +626,435 | $16,074 | | DIMENSIONAL ETF TRUST (DFAE) |
454,043 |
+454,043 |
$10,947 | | DFAE | 454,043 | +454,043 | $10,947 | | DIMENSIONAL ETF TRUST (DFGP) |
204,049 |
+204,049 |
$10,868 | | DFGP | 204,049 | +204,049 | $10,868 | | DIMENSIONAL ETF TRUST (DUSB) |
203,758 |
+203,758 |
$10,253 | | DUSB | 203,758 | +203,758 | $10,253 | | DIMENSIONAL ETF TRUST (DFIV) |
275,090 |
+275,090 |
$9,452 | | DFIV | 275,090 | +275,090 | $9,452 | | DIMENSIONAL ETF TRUST (DFAT) |
149,971 |
+149,971 |
$7,848 | | DFAT | 149,971 | +149,971 | $7,848 | | DIMENSIONAL ETF TRUST (DFAX) |
220,793 |
+220,793 |
$5,392 | | DFAX | 220,793 | +220,793 | $5,392 | | DIMENSIONAL ETF TRUST (DFEV) |
210,454 |
+210,454 |
$5,303 | | DFEV | 210,454 | +210,454 | $5,303 | | DIMENSIONAL ETF TRUST (DEHP) |
214,034 |
+214,034 |
$5,190 | | DEHP | 214,034 | +214,034 | $5,190 | | DIMENSIONAL ETF TRUST (DFGX) |
85,610 |
+85,610 |
$4,518 | | DFGX | 85,610 | +85,610 | $4,518 | | DIMENSIONAL ETF TRUST (DFNM) |
39,397 |
+39,397 |
$1,911 | | DFNM | 39,397 | +39,397 | $1,911 | | DIMENSIONAL ETF TRUST (DFSU) |
57,726 |
+57,726 |
$1,797 | | DFSU | 57,726 | +57,726 | $1,797 | | DIMENSIONAL ETF TRUST (DFAR) |
55,032 |
+55,032 |
$1,251 | | DFAR | 55,032 | +55,032 | $1,251 | | DIMENSIONAL ETF TRUST (DFIS) |
50,760 |
+50,760 |
$1,227 | | DFIS | 50,760 | +50,760 | $1,227 | | MICROSOFT CORP |
3,039 |
+3,039 |
$1,143 | | MSFT | 3,039 | +3,039 | $1,143 | | SAMSARA INC |
31,005 |
+31,005 |
$1,035 | | IOT | 31,005 | +31,005 | $1,035 | | DIMENSIONAL ETF TRUST (DFSI) |
29,525 |
+29,525 |
$946 | | DFSI | 29,525 | +29,525 | $946 | | APPLE INC |
4,040 |
+4,040 |
$778 | | AAPL | 4,040 | +4,040 | $778 | | DIMENSIONAL ETF TRUST (DFSB) |
14,398 |
+14,398 |
$747 | | DFSB | 14,398 | +14,398 | $747 | | VANGUARD INDEX FDS (VUG) |
2,102 |
+2,102 |
$653 | | VUG | 2,102 | +2,102 | $653 | | VANGUARD INDEX FDS (VOO) |
1,468 |
+1,468 |
$641 | | VOO | 1,468 | +1,468 | $641 | | GIGACLOUD TECHNOLOGY INC |
34,000 |
+34,000 |
$622 | | GCT | 34,000 | +34,000 | $622 | | ISHARES TR (IWD) |
2,346 |
+2,346 |
$388 | | IWD | 2,346 | +2,346 | $388 | | DIMENSIONAL ETF TRUST (DFSE) |
12,191 |
+12,191 |
$386 | | DFSE | 12,191 | +12,191 | $386 | | ISHARES TR (IVV) |
807 |
+807 |
$385 | | IVV | 807 | +807 | $385 | | EXXON MOBIL CORP |
3,702 |
+3,702 |
$370 | | XOM | 3,702 | +3,702 | $370 | | INVESCO QQQ TR |
858 |
+858 |
$351 | | QQQ | 858 | +858 | $351 | | NU HLDGS LTD |
41,400 |
+41,400 |
$345 | | NU | 41,400 | +41,400 | $345 | | VANGUARD INDEX FDS (VTV) |
1,682 |
+1,682 |
$251 | | VTV | 1,682 | +1,682 | $251 | | ISHARES TR (IJH) |
793 |
+793 |
$220 | | IJH | 793 | +793 | $220 | | ADVANCED MICRO DEVICES INC |
1,443 |
+1,443 |
$213 | | AMD | 1,443 | +1,443 | $213 | | MASTERCARD INCORPORATED |
491 |
+491 |
$209 | | MA | 491 | +491 | $209 | | ISHARES TR (IWR) |
2,325 |
+2,325 |
$181 | | IWR | 2,325 | +2,325 | $181 | | LOWES COS INC |
687 |
+687 |
$153 | | LOW | 687 | +687 | $153 | | VERIZON COMMUNICATIONS INC |
3,986 |
+3,986 |
$150 | | VZ | 3,986 | +3,986 | $150 |
See Full List: All Stocks Held By DiNuzzo Private Wealth Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By DiNuzzo Private Wealth Inc.
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