Ownership history in DiNuzzo Private Wealth, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which DiNuzzo Private Wealth, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 907,983 | -16,139 | -1.7% | 3.91% | $35.9M | $39.59 |
| 2025 Q3 | ADDED | 924,122 | +3,251 | +0.4% | 3.96% | $34.9M | $38.48 |
| 2025 Q2 | ADDED | 920,871 | +27,293 | +3.1% | 3.92% | $33.0M | $35.66 |
| 2025 Q1 | ADDED | 893,578 | +13,683 | +1.6% | 3.71% | $29.5M | $32.72 |
| 2024 Q4 | REDUCED | 879,895 | -41,610 | -4.5% | 3.85% | $30.4M | $34.23 |
| 2024 Q3 | ADDED | 921,505 | +232 | +0.0% | 3.90% | $31.6M | $33.84 |
| 2024 Q2 | REDUCED | 921,273 | -19,512 | -2.1% | 4.01% | $29.7M | $31.72 |
| 2024 Q1 | ADDED | 940,785 | +11,041 | +1.2% | 4.06% | $30.1M | $31.35 |
| 2023 Q4 | INITIATED | 929,744 | — | — | 3.86% | $27.2M | — |
As of 2025 Q4 — sorted by position size