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 (DFCF). 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 | ADDED | 2,443,342 | +198,940 | +8.9% | 11.31% | $104.0M | $42.44 |
| 2025 Q3 | ADDED | 2,244,402 | +80,693 | +3.7% | 10.80% | $95.2M | $42.01 |
| 2025 Q2 | REDUCED | 2,163,709 | -32,103 | -1.5% | 10.85% | $91.4M | $41.06 |
| 2025 Q1 | ADDED | 2,195,812 | +10,313 | +0.5% | 11.63% | $92.4M | $40.38 |
| 2024 Q4 | ADDED | 2,185,499 | +182,606 | +9.1% | 11.42% | $90.2M | $39.34 |
| 2024 Q3 | ADDED | 2,002,893 | +223,357 | +12.6% | 10.67% | $86.5M | $40.48 |
| 2024 Q2 | ADDED | 1,779,536 | +35,558 | +2.0% | 9.98% | $73.9M | $38.54 |
| 2024 Q1 | ADDED | 1,743,978 | +88,760 | +5.4% | 9.87% | $73.2M | $38.47 |
| 2023 Q4 | INITIATED | 1,655,218 | — | — | 9.96% | $70.2M | — |
As of 2025 Q4 — sorted by position size