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 (DFAS). 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 | 735,392 | -4,140 | -0.6% | 5.57% | $51.2M | $69.67 |
| 2025 Q3 | ADDED | 739,532 | +9,085 | +1.2% | 5.73% | $50.5M | $68.27 |
| 2025 Q2 | ADDED | 730,447 | +26,038 | +3.7% | 5.52% | $46.5M | $63.36 |
| 2025 Q1 | REDUCED | 704,409 | -46 | -0.0% | 5.30% | $42.1M | $59.26 |
| 2024 Q4 | REDUCED | 704,455 | -15,838 | -2.2% | 5.80% | $45.8M | $64.41 |
| 2024 Q3 | REDUCED | 720,293 | -4,200 | -0.6% | 5.76% | $46.7M | $64.02 |
| 2024 Q2 | ADDED | 724,493 | +713 | +0.1% | 5.88% | $43.5M | $59.15 |
| 2024 Q1 | ADDED | 723,780 | +430 | +0.1% | 6.09% | $45.1M | $61.21 |
| 2023 Q4 | INITIATED | 723,350 | — | — | 6.12% | $43.1M | — |
As of 2025 Q4 — sorted by position size