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 (DFGX). 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 | 107,461 | +2,747 | +2.6% | 0.62% | $5.7M | $52.63 |
| 2025 Q3 | REDUCED | 104,714 | -1,182 | -1.1% | 0.64% | $5.6M | $52.50 |
| 2025 Q2 | ADDED | 105,896 | +88 | +0.1% | 0.67% | $5.7M | $51.92 |
| 2025 Q1 | REDUCED | 105,808 | -1,499 | -1.4% | 0.70% | $5.5M | $50.84 |
| 2024 Q4 | ADDED | 107,307 | +7,829 | +7.9% | 0.71% | $5.6M | $50.87 |
| 2024 Q3 | ADDED | 99,478 | +7,518 | +8.2% | 0.66% | $5.4M | $50.94 |
| 2024 Q2 | ADDED | 91,960 | +1,020 | +1.1% | 0.65% | $4.8M | $49.12 |
| 2024 Q1 | ADDED | 90,940 | +5,330 | +6.2% | 0.65% | $4.8M | $49.45 |
| 2023 Q4 | INITIATED | 85,610 | — | — | 0.64% | $4.5M | — |
As of 2025 Q4 — sorted by position size