DiNuzzo Private Wealth, Inc.

Q3 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
1,368
Total value ($000)
$1,006,196
Net value change ($000)
-4,689 (-0.5%)
New positions
55
Sold out positions
34
Turnover %
20.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 52,510 NEW
DFA INVT DIMENSIONS GROUP IN 48,611 NEW
DISV 2,194 8.5%
DFUS 1,653 1.7%
DFCF 1,247 1.1%
DFIC 1,140 2.2%
DFA INVT DIMENSIONS GROUP IN 1,117 NEW
DFLV 785 1.1%
MSFT 622 40.9%
EXXONMOBIL HOLDINGS CORP 463 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -51,619 -100.0%
DFSV -50,452 -100.0%
DFAS -3,634 -6.1%
DFGR -2,524 -4.7%
DFAW -1,360 -6.8%
DFAR -1,205 -100.0%
DFEM -1,113 -3.8%
DGCB -957 -5.4%
DFAT -788 -8.6%
DFSD -618 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type