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 (DFEV). 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 | 209,276 | -16,408 | -7.3% | 0.77% | $7.1M | $33.74 |
| 2025 Q3 | REDUCED | 225,684 | -222 | -0.1% | 0.79% | $7.0M | $31.70 |
| 2025 Q2 | ADDED | 225,906 | +6,567 | +3.0% | 0.80% | $6.8M | $29.45 |
| 2025 Q1 | ADDED | 219,339 | +2,164 | +1.0% | 0.75% | $5.9M | $26.33 |
| 2024 Q4 | ADDED | 217,175 | +2,362 | +1.1% | 0.72% | $5.7M | $25.46 |
| 2024 Q3 | ADDED | 214,813 | +1,011 | +0.5% | 0.75% | $6.1M | $27.41 |
| 2024 Q2 | ADDED | 213,802 | +2,124 | +1.0% | 0.79% | $5.9M | $26.12 |
| 2024 Q1 | ADDED | 211,678 | +1,224 | +0.6% | 0.74% | $5.5M | $24.48 |
| 2023 Q4 | INITIATED | 210,454 | — | — | 0.75% | $5.3M | — |
As of 2025 Q4 — sorted by position size