Dinuzzo Private Wealth Inc.: Significant ETF Purchases & Sales Observed in Q2 2026
Dinuzzo Private Wealth's portfolio analysis for Q1-Q2 2026 (as of June 30, 2026) reveals notable buying activity in Dimensional ETFs and Vanguard products alongside strategic exits from specific holdings.
As part of its ongoing investment strategy, Dinuzzo Private Wealth Inc. has shown active management during the period leading up to June 30, 2026. The firm's portfolio filing indicates a mix of increased positions in Dimensional ETFs and Vanguard funds, alongside reductions or exits from certain individual stocks.
The most significant purchase observed this quarter was the substantial increase in shares held within DIMENSIONAL ETF TRUST (DFCF). The position grew by approximately 2.36 million shares, representing a nearly 9.36% increase from the previous period and boosting its portfolio allocation to 11.51%. This suggests renewed confidence or strategic interest in this Dimensional fund.
Another notable addition was VANGUARD INDEX FDS (VUG), which entered the portfolio with a significant 9.78% share increase, adding about 10,510 shares and contributing roughly 0.11% to Dinuzzo Private Wealth's holdings.
Furthermore, VANGUARD MALVERN FDS (VTIP) was also added this quarter with a dramatic increase of over 5062% in shares held. This represents a substantial new position for the investment firm.
In addition to these additions, Dinuzzo Private Wealth maintained and slightly increased positions in other Dimensional ETFs like DIMENSIONAL ETF TRUST (DFSD) (+1.93%) and DIMENSIONAL ETF TRUST (DUSB) (+9.78%).
The investor also demonstrated a clear exit strategy by reducing positions significantly in several Dimensional ETFs, including DIMENSIONAL ETF TRUST (DFSV) (-3.48%) and DIMENSIONAL ETF TRUST (DFLV) (-2.56%).
The firm also sold shares from other Dimensional holdings such as DIMENSIONAL ETF TRUST (DFGR), DIMENSIONAL ETF TRUST (DFIC), and DIMENSIONAL ETF TRUST (DUHP). Additionally, the investor exited positions in non-Dimensional funds like VANGUARD MALVERN FDS (DEHP).
Overall, Dinuzzo Private Wealth's actions this quarter point to a focus on Dimensional ETFs and Vanguard products while strategically trimming exposure in certain areas.