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 (DFGP). 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 | 436,497 | +62,255 | +16.6% | 2.57% | $23.6M | $54.07 |
| 2025 Q3 | ADDED | 374,242 | +26,739 | +7.7% | 2.33% | $20.5M | $53.80 |
| 2025 Q2 | ADDED | 347,503 | +24,890 | +7.7% | 2.25% | $18.9M | $52.76 |
| 2025 Q1 | ADDED | 322,613 | +25,080 | +8.4% | 2.17% | $17.2M | $51.69 |
| 2024 Q4 | ADDED | 297,533 | +36,193 | +13.8% | 1.99% | $15.7M | $51.06 |
| 2024 Q3 | ADDED | 261,340 | +28,289 | +12.1% | 1.78% | $14.4M | $51.77 |
| 2024 Q2 | ADDED | 233,051 | +6,640 | +2.9% | 1.66% | $12.3M | $49.47 |
| 2024 Q1 | ADDED | 226,411 | +22,362 | +11.0% | 1.63% | $12.1M | $49.54 |
| 2023 Q4 | INITIATED | 204,049 | — | — | 1.54% | $10.9M | — |
As of 2025 Q4 — sorted by position size