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 (DFAT). 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 | 135,153 | -1,893 | -1.4% | 0.88% | $8.0M | $59.54 |
| 2025 Q3 | REDUCED | 137,046 | -1,304 | -0.9% | 0.91% | $8.1M | $57.98 |
| 2025 Q2 | REDUCED | 138,350 | -1,980 | -1.4% | 0.89% | $7.5M | $53.49 |
| 2025 Q1 | REDUCED | 140,330 | -2,072 | -1.5% | 0.91% | $7.2M | $50.81 |
| 2024 Q4 | REDUCED | 142,402 | -3,220 | -2.2% | 1.00% | $7.9M | $54.76 |
| 2024 Q3 | REDUCED | 145,622 | -1,161 | -0.8% | 1.00% | $8.1M | $54.53 |
| 2024 Q2 | REDUCED | 146,783 | -1,908 | -1.3% | 1.03% | $7.6M | $50.66 |
| 2024 Q1 | REDUCED | 148,691 | -1,280 | -0.9% | 1.09% | $8.1M | $52.94 |
| 2023 Q4 | INITIATED | 149,971 | — | — | 1.11% | $7.8M | — |
As of 2025 Q4 — sorted by position size