DiNuzzo Private Wealth portfolio

What changed this quarter

498 positions with a change (48 new, 201 added to, 219 trimmed, 30 sold); also, 3 entered through an IPO. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust−5.1 ppof portfolioSold out
  5.1% → —
• Dimensional ETF Trust−5.0 ppof portfolioSold out
  5.0% → —
• Dimensional US Small Cap Value ETF+4.8 ppof portfolioNew
  — → 4.8%
• Dimensional ETF Trust+6.3%more sharesIncreased
  11.5% → 11.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFCF11.7%
• Dimensional ETF TrustDFSD9.8%
• Dimensional ETF TrustDFUS9.7%
• Dimensional ETF TrustDFLV7.0%
• Dimensional ETF TrustDFAS5.5%
• DFA Invt Dimensions Group In5.3%
• Dimensional ETF TrustDFIC5.3%
• Dimensional ETF TrustDFGR5.1%
• Dimensional US Small Cap Value ETF4.8%
• Dimensional ETF TrustDFAC4.0%
• Dimensional ETF TrustDUSB3.2%
• Dimensional ETF TrustDFEM2.8%
• Dimensional ETF TrustDISV2.8%
• Dimensional ETF TrustDFGP2.7%
• Dimensional ETF TrustDFUV2.4%
• Dimensional ETF TrustDIHP2.2%
• Dimensional ETF TrustDFAW1.9%
• Dimensional ETF TrustDGCB1.7%
• Dimensional ETF TrustDFAE1.6%
• Dimensional ETF TrustDFIV1.3%
• Dimensional ETF TrustDFAT0.8%
• Dimensional ETF TrustDFEV0.8%
• Dimensional ETF TrustDEHP0.8%
• Dimensional ETF TrustDFAX0.6%
• Dimensional ETF TrustDFGX0.5%
• Dimensional ETF TrustDFNM0.5%
• AppleAAPL0.4%
• Dimensional ETF TrustDFSU0.3%
• MicrosoftMSFT0.2%
• NVIDIANVDA0.2%
• McDONALD’SMCD0.2%
• Dimensional ETF TrustDFIS0.2%
• International Business MachinesIBM0.1%
• Dimensional ETF TrustDFSI0.1%
• Vaneck Merk Gold ETFOUNZ0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.1%
• Vanguard S&P 500 ETFVOO0.1%
• iShares Russell 1000 Value E ETFIWD0.1%
• Vanguard Most Sm-cap ETF-usd ETFVB0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• Vanguard International Equity Index FVEU0.1%
• Vanguard Russell 1000 Value ETFVONV0.1%
• Advanced Micro DevicesAMD0.1%
• WesbancoWSBC0.1%
• Vanguard Short-term Tips ETFVTIP0.1%
• Dimensional ETF TrustDFAI0.1%
• Vanguard Index FundsVTI0.1%
• Dimensional ETF TrustDFSB0.1%
• EQTEQT0.1%
• AlphabetGOOGL · GOOG0.1%
• Berkshire HathawayBRK/B0.1%
• Bank of New York MellonBNY0.1%
• iShares Core S&P 500 ETFIVV0.1%
• Dominion EnergyD0.1%
• Vanguard Utilities ETFVPUunder 0.1%
• OracleORCLunder 0.1%
• Exxon MobilXOMunder 0.1%
• Amazon.comAMZNunder 0.1%
• Vaneck ETF TrustSMHunder 0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTVunder 0.1%
• Marathon PetroleumMPCunder 0.1%
• iShares Russell 2000 ETFIWMunder 0.1%
• US Bancorp \de\USBunder 0.1%
• iShares Russell 2000 Value E ETFIWNunder 0.1%
• TeslaTSLAunder 0.1%
• Nextera EnergyNEEunder 0.1%
• MastercardMAunder 0.1%
• iShares Core S&P Midcap ETFIJHunder 0.1%
• iShares S&P 500 Growth ETFIVWunder 0.1%
• Applied MaterialsAMATunder 0.1%
• iShares Russell Mid-cap ETFIWRunder 0.1%
• Schwab Fndmn International LRG Co ETFFNDFunder 0.1%
• Spdr Index SHS FundsNANRunder 0.1%
• Dimensional ETF TrustDFSEunder 0.1%
• Honeywell InternationalHONunder 0.1%
• IntelINTCunder 0.1%
• Vanguard High DVD Yield ETFVYMunder 0.1%
• Meta PlatformsMETAunder 0.1%
• At&tTunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• Rockwell AutomationROKunder 0.1%
• FedExFDXunder 0.1%
• Verizon CommunicationsVZunder 0.1%
• Vanguard Instl Index FundVGUSunder 0.1%
• StrykerSYKunder 0.1%
• BroadcomAVGOunder 0.1%
• United Parcel ServiceUPSunder 0.1%
• Micron TechnologyMUunder 0.1%
• Honeywell AerospaceHONAunder 0.1%
• MerckMRKunder 0.1%
• Lowe'sLOWunder 0.1%
• WisdomTree International HED ETFIHDGunder 0.1%
• JPMorgan ChaseJPMunder 0.1%
• AbbVieABBVunder 0.1%
• Eli LillyLLYunder 0.1%
• Trane TechnologiesTTunder 0.1%
• CSXCSXunder 0.1%
• Emerson ElectricEMRunder 0.1%