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 (DFEM). 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 | 735,429 | -31,833 | -4.1% | 2.65% | $24.3M | $33.08 |
| 2025 Q3 | REDUCED | 767,262 | -5,734 | -0.7% | 2.68% | $23.7M | $31.87 |
| 2025 Q2 | REDUCED | 772,996 | -2,811 | -0.4% | 2.72% | $22.9M | $29.26 |
| 2025 Q1 | ADDED | 775,807 | +3,553 | +0.5% | 2.58% | $20.5M | $25.86 |
| 2024 Q4 | ADDED | 772,254 | +15,792 | +2.1% | 2.56% | $20.2M | $25.54 |
| 2024 Q3 | ADDED | 756,462 | +5,340 | +0.7% | 2.63% | $21.3M | $27.27 |
| 2024 Q2 | REDUCED | 751,122 | -1,096 | -0.1% | 2.71% | $20.1M | $25.65 |
| 2024 Q1 | ADDED | 752,218 | +8,001 | +1.1% | 2.59% | $19.2M | $24.29 |
| 2023 Q4 | INITIATED | 744,217 | — | — | 2.64% | $18.6M | — |
As of 2025 Q4 — sorted by position size