DINUZZO PRIVATE WEALTH INC
Q4 2025 Form 13-F
BEAVER, PENNSYLVANIA
CIK 0001994563
· CRD 112778
· SEC-registered investment adviser
$919.2M Reported Value Total
DINUZZO PRIVATE WEALTH, INC. reports 2,592 total accounts under management (AUM). There are 2,592 discretionary accounts valued at $1,177,328,579, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-28
Reported value
$919.2M
Quarter over quarter
+1.7%
Holdings
1,367
Top-10 concentration
68.0%
Key People
Form ADV owners & control persons
Patrick Joseph Dinuzzo
CO-MANAGING DIRECTOR, CEO, PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
Mark Samuel Dinuzzo
CO-MANAGING DIRECTOR, EXECUTIVE VICE-PRESIDENT, RISK MANAGEMENT TEAM LEADER
Michael Vincent Dinuzzo
CO-MANAGING DIRECTOR, SENIOR VICE PRESIDENT, RISK MANAGEMENT TEAM CO-LEADER
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13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 16, 2026 |
| Form | 13F-HR |
| Reported value | $919.2M |
| Positions | 1,367 |
| Change in reported value | +4.2% |
| New positions | 44 |
| Exited positions | 46 |
| Position turnover | 6.4% |
| Top-10 concentration | 68.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 15, 2026
|
1,368 | $1.0B |
|
Q2 2026 13F
Filed Jul 10, 2026
|
1,347 | $1.0B |
|
Q1 2026 13F
Filed Apr 8, 2026
|
1,345 | $928.1M |
|
Q4 2025 13F
Filed Jan 16, 2026
|
1,367 | $919.2M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
1,369 | $881.9M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
1,365 | $842.4M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
1,381 | $794.4M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
1,413 | $790.0M |
|
Q3 2024 13F
Filed Oct 17, 2024
|
1,436 | $810.9M |
|
Q2 2024 13F
Filed Jul 30, 2024
|
1,410 | $740.9M |
|
Q1 2024 13F
Filed May 6, 2024
|
1,364 | $741.1M |
|
Q4 2023 13F
Filed Feb 6, 2024
|
1,389 | $704.4M |
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFCF DIMENSIONAL ETF TRUST | $104.0M | 11.31% |
| 2 | DFSD DIMENSIONAL ETF TRUST | $98.0M | 10.66% |
| 3 | DFUS DIMENSIONAL ETF TRUST | $87.3M | 9.5% |
| 4 | DFLV DIMENSIONAL ETF TRUST | $62.1M | 6.76% |
| 5 | DFAS DIMENSIONAL ETF TRUST | $51.2M | 5.57% |
| 6 | DFGR DIMENSIONAL ETF TRUST | $48.0M | 5.22% |
| 7 | DFIC DIMENSIONAL ETF TRUST | $47.9M | 5.22% |
| 8 | DUHP DIMENSIONAL ETF TRUST | $46.4M | 5.05% |
| 9 | DFSV DIMENSIONAL ETF TRUST | $44.5M | 4.84% |
| 10 | DFAC DIMENSIONAL ETF TRUST | $35.9M | 3.91% |
| 11 | DUSB DIMENSIONAL ETF TRUST | $28.7M | 3.12% |
| 12 | DISV DIMENSIONAL ETF TRUST | $25.1M | 2.73% |
| 13 | DFEM DIMENSIONAL ETF TRUST | $24.3M | 2.65% |
| 14 | DFGP DIMENSIONAL ETF TRUST | $23.6M | 2.57% |
| 15 | DFUV DIMENSIONAL ETF TRUST | $21.7M | 2.36% |
| 16 | DIHP DIMENSIONAL ETF TRUST | $20.4M | 2.21% |
| 17 | DGCB DIMENSIONAL ETF TRUST | $17.9M | 1.94% |
| 18 | DFAW DIMENSIONAL ETF TRUST | $17.4M | 1.89% |
| 19 | DFAE DIMENSIONAL ETF TRUST | $14.2M | 1.54% |
| 20 | DFIV DIMENSIONAL ETF TRUST | $12.0M | 1.3% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.