Data as of Q4 2025 (Dec 31, 2025)

DiNuzzo Private Wealth, Inc.

โ€ขCIK: 1994563โ€ขFiling: Q4 2025

**DiNuzzo Private Wealth, Inc.** manages $919M across a diversified portfolio of 1,367 positions. The firm maintains significant concentrated exposure within the Digital Frontier sector, notably holding DFCF at $104.0M and DFSD at $98.0M. Further top holdings include DFUS ($87.3M) and DFLV ($62.1M), indicating a pronounced thematic focus on digital infrastructure and related growth equities. This concentrated structure suggests a high-conviction, sector-specific investment mandate.

Total AUM
$919.2M
QoQ Performance
+4.2%
Positions
1,266
Top 10 Concentration
68.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFCF
DFSD
DFUS
DFLV
DFAS
DFGR
DFIC
DUHP
DFCF11.3%
DFSD10.7%
DFUS9.5%
DFLV6.8%
DFAS5.6%
DFGR5.2%
DFIC5.2%
DUHP5.0%

๐Ÿ“ˆ Biggest Buys

DFCF
DIMENSIONAL ETF TRUST
+8.9%
11.3% of portfolio
DUSB
DIMENSIONAL ETF TRUST
+26.3%
3.1% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+4.9%
10.7% of portfolio
DFGR
DIMENSIONAL ETF TRUST
+7.6%
5.2% of portfolio
DFGP
DIMENSIONAL ETF TRUST
+16.6%
2.6% of portfolio

๐Ÿ“‰ Biggest Sells

DFUS
DIMENSIONAL ETF TRUST
-3.8%
9.5% of portfolio
DFIC
DIMENSIONAL ETF TRUST
-6.5%
5.2% of portfolio
DISV
DIMENSIONAL ETF TRUST
-9.5%
2.7% of portfolio
DFLV
DIMENSIONAL ETF TRUST
-1.7%
6.8% of portfolio
DFEM
DIMENSIONAL ETF TRUST
-4.1%
2.6% of portfolio

Sector Breakdown

Other97.8%
Technology1.2%
Consumer0.4%
Financial0.2%
ETF0.2%
Industrial0.1%
Utilities0.1%
Healthcare0.1%

๐Ÿšช Exited Positionssold since Q3 2025

DKNG
DRAFTKINGS INC NEW
SOLD
$721.1K
VRT
VERTIV HOLDINGS CO
SOLD
$34.1K
SILA
SILA REALTY TRUST INC
SOLD
$22.7K
BFS
SAUL CTRS INC
SOLD
$20.5K
PPL
PPL CORP
SOLD
$20.4K
+1170 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘59 increased
โ†“59 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023