Di Nuzzo Private Wealth, Inc. Portfolio Holdings
Di Nuzzo Private Wealth, Inc.
- $658 Million
- Q2 2025
Di Nuzzo Private Wealth, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $658 Million distributed in 1369 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $91.4M, Dimensional ETF Tr Short Durat with a value of $91.1M, Dimensional ETF Tr U S Equity with a value of $82.1M, Dimensional ETF Tr Dimensional with a value of $46.9M, and Dimensional ETF Tr U S Small C with a value of $46.5M.
Examining the 13F form we can see an increase of $40.3M in the current position value, from $617M to 658M.
Di Nuzzo Private Wealth, Inc. is based out at Beaver, PA
Below you can find more details about Di Nuzzo Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,369
- Current Value $658 Million
- Prior Value $617 Million
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 36 stocks
- Additional Purchases 420 stocks
- Sold out of 0 stocks
- Reduced holdings in 422 stocks