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 (DFGR). 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 | 1,815,929 | +127,675 | +7.6% | 5.22% | $48.0M | $26.42 |
| 2025 Q3 | ADDED | 1,688,254 | +39,445 | +2.4% | 5.26% | $46.4M | $26.67 |
| 2025 Q2 | ADDED | 1,648,809 | +29,080 | +1.8% | 5.25% | $44.2M | $26.00 |
| 2025 Q1 | ADDED | 1,619,729 | +11,570 | +0.7% | 5.35% | $42.5M | $25.28 |
| 2024 Q4 | ADDED | 1,608,159 | +62,986 | +4.1% | 5.20% | $41.1M | $24.54 |
| 2024 Q3 | ADDED | 1,545,173 | +9,713 | +0.6% | 5.50% | $44.6M | $27.20 |
| 2024 Q2 | ADDED | 1,535,460 | +24,131 | +1.6% | 5.18% | $38.4M | $23.39 |
| 2024 Q1 | ADDED | 1,511,329 | +19,999 | +1.3% | 5.21% | $38.6M | $23.72 |
| 2023 Q4 | INITIATED | 1,491,330 | — | — | 5.50% | $38.7M | — |
As of 2025 Q4 — sorted by position size