DiNuzzo Private Wealth, Inc. DFAI — DIMENSIONAL ETF TRUST

Ownership history in DiNuzzo Private Wealth, Inc.  ·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported DIMENSIONAL ETF TRUST (DFAI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows DFAI at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAI was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAI stock page DiNuzzo Private Wealth, Inc. fund profile DiNuzzo Private Wealth, Inc. full holdings
How DiNuzzo Private Wealth, Inc. held DFAI — position size vs. price
% of Fund (quarterly)    DFAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,174 +13 +0.1% 0.09% $825K 2026-04-08 $40.93
2025 Q4 ADDED — — — 21,161 +37 +0.2% 0.09% $806K 2026-01-16 $39.46
2025 Q3 UNCHANGED — — — 21,124 — 0% 0.09% $754K 2025-10-14 $35.94
2025 Q2 ADDED — — — 21,124 +218 +1.0% 0.09% $730K 2025-07-17 $33.92
2025 Q1 ADDED — — — 20,906 +128 +0.6% 0.08% $653K 2025-04-25 $31.28
2024 Q4 ADDED — — — 20,778 +1,031 +5.2% 0.08% $607K 2025-01-23 $29.40
2024 Q3 ADDED — — — 19,747 +15,230 +337.2% 0.08% $628K 2024-10-17 $29.90
2024 Q2 UNCHANGED — — — 4,517 — 0% 0.02% $134K 2024-07-30 $28.98
2024 Q1 ADDED — — — 4,517 +127 +2.9% 0.02% $137K 2024-05-06 $28.50
2023 Q4 INITIATED — — — 4,390 — — 0.02% $126K 2024-02-06 $26.92

🏢 Other funds also holding DFAI

As of 2026 Q1 — sorted by position size

Benson Investment Management Company, Inc. 3Y 7Y 33.37% Monument Group Wealth Advisors, LLC 17.56% Financial Alternatives, Inc 3Y 17.43% Pioneer Wealth Management Group 3Y 15.53% Kure Advisory, LLC 15.38% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.07% Prudent Man Investment Management, Inc. 13.53% Keyes, Stange & Wooten Wealth Management, LLC 13.21% RAM Investment Partners, LLC 13.07% Marquette Asset Management, LLC 3Y 7Y 12.9%

FAQ About DiNuzzo Private Wealth, Inc. and DFAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning DFAI?

DiNuzzo Private Wealth, Inc. reported DFAI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAI position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for DFAI was 0.09% in 2026 Q1.

What is the latest reported DFAI position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 21,174 shares, equal to 0.09% of portfolio, with an estimated market value of $825K.

What does the chart on this DFAI ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly DFAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DiNuzzo Private Wealth, Inc. time their DFAI position?

Based on 13F filing dates vs. subsequent DFAI price moves, DiNuzzo Private Wealth, Inc. correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFAI relative to SPY over the holding period was +3.7%.

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