DiNuzzo Private Wealth, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 1,335,123 | 1,359,377 | +24,254 | 39,292,664 | 43,989,433 | 4.99% | +4,696,769 |
| DIMENSIONAL ETF TRUST | 730,447 | 739,532 | +9,085 | 46,536,747 | 50,532,188 | 5.73% | +3,995,441 |
| DIMENSIONAL ETF TRUST | 1,818,553 | 1,846,491 | +27,938 | 56,411,503 | 60,250,989 | 6.83% | +3,839,486 |
| DIMENSIONAL ETF TRUST | 2,163,709 | 2,244,402 | +80,693 | 91,438,363 | 95,229,965 | 10.80% | +3,791,602 |
| DIMENSIONAL ETF TRUST | 1,224,999 | 1,223,673 | -1,326 | 82,099,448 | 85,877,387 | 9.74% | +3,777,939 |
| DIMENSIONAL ETF TRUST | 1,898,104 | 1,948,094 | +49,990 | 91,127,988 | 93,878,672 | 10.64% | +2,750,684 |
| DIMENSIONAL ETF TRUST | 404,800 | 447,927 | +43,127 | 20,543,600 | 22,734,536 | 2.58% | +2,190,936 |
| DIMENSIONAL ETF TRUST | 1,648,809 | 1,688,254 | +39,445 | 44,237,535 | 46,376,327 | 5.26% | +2,138,792 |
| DIMENSIONAL ETF TRUST | 920,871 | 924,122 | +3,251 | 33,004,011 | 34,885,600 | 3.96% | +1,881,589 |
| DIMENSIONAL ETF TRUST | 1,233,255 | 1,240,006 | +6,751 | 43,854,550 | 45,657,023 | 5.18% | +1,802,473 |
| DIMENSIONAL ETF TRUST | 347,503 | 374,242 | +26,739 | 18,935,442 | 20,538,517 | 2.33% | +1,603,075 |
| DIMENSIONAL ETF TRUST | 1,507,495 | 1,487,702 | -19,793 | 46,868,013 | 47,956,070 | 5.44% | +1,088,057 |
| DIMENSIONAL ETF TRUST | 472,193 | 470,667 | -1,526 | 19,964,314 | 20,916,435 | 2.37% | +952,121 |
| DIMENSIONAL ETF TRUST | 772,996 | 767,262 | -5,734 | 22,942,531 | 23,677,715 | 2.68% | +735,184 |
| DIMENSIONAL ETF TRUST | 747,645 | 729,618 | -18,027 | 24,604,997 | 25,339,633 | 2.87% | +734,636 |
| DRAFTKINGS INC NEW(DKNG) | 23 | 15,029 | +15,006 | 987 | 721,092 | 0.08% | +720,105 |
| DIMENSIONAL ETF TRUST | 246,172 | 243,581 | -2,591 | 16,513,233 | 17,123,760 | 1.94% | +610,527 |
| DIMENSIONAL ETF TRUST | 138,350 | 137,046 | -1,304 | 7,465,345 | 8,066,504 | 0.91% | +601,159 |
| DIMENSIONAL ETF TRUST | 250,662 | 247,799 | -2,863 | 10,735,859 | 11,267,426 | 1.28% | +531,567 |
| DIMENSIONAL ETF TRUST | 463,274 | 458,370 | -4,904 | 13,411,789 | 13,760,274 | 1.56% | +348,485 |
| APPLE INC(AAPL) | 13,156 | 12,875 | -281 | 2,699,116 | 2,988,688 | 0.34% | +289,572 |
| DIMENSIONAL ETF TRUST | 235,741 | 236,259 | +518 | 6,600,748 | 6,889,312 | 0.78% | +288,564 |
| DIMENSIONAL ETF TRUST | 666,785 | 666,194 | -591 | 19,663,479 | 19,949,168 | 2.26% | +285,689 |
| DIMENSIONAL ETF TRUST | 326,282 | 327,327 | +1,045 | 17,694,273 | 17,912,971 | 2.03% | +218,698 |
| DIMENSIONAL ETF TRUST | 225,906 | 225,684 | -222 | 6,774,926 | 6,960,100 | 0.79% | +185,174 |
| DIMENSIONAL ETF TRUST | 70,628 | 74,108 | +3,480 | 3,349,887 | 3,514,202 | 0.40% | +164,315 |
| MCDONALDS CORP(MCD) | 7,529 | 7,529 | 0 | 2,199,668 | 2,360,557 | 0.27% | +160,889 |
| NVIDIA CORPORATION(NVDA) | 8,516 | 8,555 | +39 | 1,345,443 | 1,490,110 | 0.17% | +144,667 |
| DIMENSIONAL ETF TRUST | 52,428 | 53,058 | +630 | 2,057,799 | 2,193,949 | 0.25% | +136,150 |
| DIMENSIONAL ETF TRUST | 200,487 | 195,896 | -4,591 | 5,888,316 | 5,996,389 | 0.68% | +108,073 |
| BANK NEW YORK MELLON CORP | 4,204 | 4,206 | +2 | 383,005 | 444,112 | 0.05% | +61,107 |
| VANGUARD INDEX FDS | 3,864 | 3,875 | +11 | 826,279 | 885,343 | 0.10% | +59,064 |
| VANGUARD INDEX FDS | 2,102 | 2,102 | 0 | 921,517 | 964,020 | 0.11% | +42,503 |
| MICROSOFT CORP(MSFT) | 4,079 | 4,084 | +5 | 2,029,105 | 2,069,494 | 0.23% | +40,389 |
| ALPHABET INC(GOOG) | 1,059 | 1,063 | +4 | 186,628 | 226,324 | 0.03% | +39,696 |
| SYNOPSYS INC(SNPS) | 21 | 77 | +56 | 10,767 | 46,472 | 0.01% | +35,705 |
| VANGUARD INDEX FDS | 1,335 | 1,335 | 0 | 758,321 | 791,762 | 0.09% | +33,441 |
| VANECK MERK GOLD ETF(OUNZ) | 25,480 | 25,390 | -90 | 812,558 | 844,726 | 0.10% | +32,168 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,431 | 1,442 | +11 | 203,059 | 234,513 | 0.03% | +31,454 |
| VANGUARD INDEX FDS | 2,008 | 2,014 | +6 | 610,353 | 640,858 | 0.07% | +30,505 |
| LOWES COS INC(LOW) | 830 | 831 | +1 | 184,162 | 214,387 | 0.02% | +30,225 |
| ISHARES TR | 3,958 | 3,958 | 0 | 768,851 | 798,143 | 0.09% | +29,292 |
| VANGUARD SCOTTSDALE FDS | 8,904 | 8,904 | 0 | 758,725 | 787,931 | 0.09% | +29,206 |
| DOMINION ENERGY INC(D) | 8,605 | 8,604 | -1 | 486,357 | 515,382 | 0.06% | +29,025 |
| DIMENSIONAL ETF TRUST | 52,366 | 51,341 | -1,025 | 1,562,589 | 1,590,531 | 0.18% | +27,942 |
| WESBANCO INC(WSBC) | 22,814 | 22,837 | +23 | 721,593 | 749,066 | 0.08% | +27,473 |
| ISHARES TR | 1,665 | 1,665 | 0 | 262,601 | 289,750 | 0.03% | +27,149 |
| ORACLE CORP(ORCL) | 3,385 | 3,385 | 0 | 740,133 | 765,522 | 0.09% | +25,389 |
| ISHARES TR | 1,301 | 1,301 | 0 | 280,651 | 305,856 | 0.03% | +25,205 |
| VANGUARD INTL EQUITY INDEX F | 11,595 | 11,595 | 0 | 779,416 | 804,230 | 0.09% | +24,814 |
| DIMENSIONAL ETF TRUST | 21,124 | 21,124 | 0 | 730,260 | 754,131 | 0.09% | +23,871 |
| US BANCORP DEL(USB) | 6,193 | 6,193 | 0 | 280,238 | 302,409 | 0.03% | +22,171 |
| BERKSHIRE HATHAWAY INC DEL | 1,285 | 1,284 | -1 | 624,215 | 645,827 | 0.07% | +21,612 |
| ISHARES TR | 776 | 776 | 0 | 481,819 | 503,097 | 0.06% | +21,278 |
| AMAZON COM INC(AMZN) | 1,942 | 1,938 | -4 | 426,056 | 443,802 | 0.05% | +17,746 |
| SCHWAB STRATEGIC TR | 4,440 | 4,646 | +206 | 177,689 | 195,272 | 0.02% | +17,583 |
| MASTERCARD INCORPORATED(MA) | 519 | 519 | 0 | 291,647 | 308,956 | 0.04% | +17,309 |
| DIMENSIONAL ETF TRUST | 40,737 | 40,737 | 0 | 955,691 | 972,800 | 0.11% | +17,109 |
| VANGUARD INDEX FDS | 2,485 | 2,489 | +4 | 439,197 | 456,096 | 0.05% | +16,899 |
| VANGUARD WORLD FD | 2,669 | 2,669 | 0 | 471,115 | 487,610 | 0.06% | +16,495 |
| EXXON MOBIL CORP | 2,697 | 2,687 | -10 | 290,777 | 307,140 | 0.03% | +16,363 |
| SPDR INDEX SHS FDS | 2,880 | 2,880 | 0 | 163,123 | 179,105 | 0.02% | +15,982 |
| TESLA INC(TSLA) | 1,027 | 1,024 | -3 | 326,237 | 341,883 | 0.04% | +15,646 |
| CHEVRON CORP NEW(CVX) | 691 | 707 | +16 | 98,945 | 113,545 | 0.01% | +14,600 |
| DIMENSIONAL ETF TRUST | 4,629 | 4,804 | +175 | 176,180 | 190,717 | 0.02% | +14,537 |
| TJX COS INC NEW(TJX) | 1,106 | 1,105 | -1 | 136,580 | 150,955 | 0.02% | +14,375 |
| PEPSICO INC(PEP) | 674 | 692 | +18 | 88,995 | 102,866 | 0.01% | +13,871 |
| ISHARES TR | 3,965 | 3,965 | 0 | 245,910 | 258,360 | 0.03% | +12,450 |
| ABBVIE INC(ABBV) | 496 | 496 | 0 | 92,144 | 104,445 | 0.01% | +12,301 |
| RPM INTL INC(RPM) | 780 | 780 | 0 | 85,676 | 97,742 | 0.01% | +12,066 |
| BROADCOM INC(AVGO) | 487 | 491 | +4 | 134,242 | 146,019 | 0.02% | +11,777 |
| SCHWAB STRATEGIC TR | 678 | 1,093 | +415 | 16,571 | 27,949 | 0.00% | +11,378 |
| NEXTERA ENERGY INC(NEE) | 4,139 | 4,139 | 0 | 287,330 | 298,215 | 0.03% | +10,885 |
| JOHNSON & JOHNSON(JNJ) | 659 | 628 | -31 | 100,639 | 111,235 | 0.01% | +10,596 |
| GENERAL DYNAMICS CORP(GD) | 307 | 307 | 0 | 89,540 | 99,643 | 0.01% | +10,103 |
| MARATHON PETE CORP(MPC) | 752 | 750 | -2 | 124,915 | 134,783 | 0.02% | +9,868 |
| ISHARES TR | 2,325 | 2,325 | 0 | 213,831 | 223,340 | 0.03% | +9,509 |
| SCHWAB STRATEGIC TR | 0 | 369 | +369 | 0 | 9,506 | 0.00% | +9,506 |
| ISHARES TR | 1,940 | 1,940 | 0 | 213,594 | 222,906 | 0.03% | +9,312 |
| CUMMINS INC(CMI) | 131 | 131 | 0 | 42,903 | 52,196 | 0.01% | +9,293 |
| VANGUARD WHITEHALL FDS | 1,476 | 1,476 | 0 | 196,768 | 205,433 | 0.02% | +8,665 |
| SCHWAB STRATEGIC TR | 0 | 374 | +374 | 0 | 8,494 | 0.00% | +8,494 |
| VANECK ETF TRUST | 717 | 717 | 0 | 199,957 | 208,138 | 0.02% | +8,181 |
| BANK AMERICA CORP | 2,217 | 2,217 | 0 | 104,897 | 112,478 | 0.01% | +7,581 |
| BLACKSTONE INC(BX) | 337 | 337 | 0 | 50,409 | 57,762 | 0.01% | +7,353 |
| SPDR SERIES TRUST | 1,000 | 1,000 | 0 | 77,060 | 84,190 | 0.01% | +7,130 |
| TOLL BROTHERS INC(TOL) | 279 | 280 | +1 | 31,843 | 38,920 | 0.00% | +7,077 |
| INTEL CORP(INTC) | 1,786 | 1,924 | +138 | 40,007 | 46,850 | 0.01% | +6,843 |
| ISHARES TR | 780 | 780 | 0 | 85,247 | 92,072 | 0.01% | +6,825 |
| MORGAN STANLEY(MS) | 703 | 703 | 0 | 99,025 | 105,788 | 0.01% | +6,763 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 76 | 76 | 0 | 30,815 | 37,447 | 0.00% | +6,632 |
| SCHWAB STRATEGIC TR | 0 | 200 | +200 | 0 | 6,290 | 0.00% | +6,290 |
| DICKS SPORTING GOODS INC(DKS) | 418 | 418 | 0 | 82,685 | 88,951 | 0.01% | +6,266 |
| NOV INC(NOV) | 6,890 | 6,900 | +10 | 85,645 | 91,703 | 0.01% | +6,058 |
| PNC FINL SVCS GROUP INC(PNC) | 481 | 461 | -20 | 89,669 | 95,630 | 0.01% | +5,961 |
| INVESCO QQQ TR | 1,295 | 1,262 | -33 | 714,374 | 719,845 | 0.08% | +5,471 |
| ROYAL CARIBBEAN GROUP | 174 | 165 | -9 | 54,582 | 59,778 | 0.01% | +5,196 |
| BECTON DICKINSON & CO(BDX) | 227 | 229 | +2 | 39,101 | 44,193 | 0.01% | +5,092 |
| SCHWAB STRATEGIC TR | 434 | 558 | +124 | 12,435 | 17,393 | 0.00% | +4,958 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 240 | 240 | 0 | 32,717 | 37,611 | 0.00% | +4,894 |