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 (DFIC). 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 | 1,391,429 | -96,273 | -6.5% | 5.22% | $47.9M | $34.46 |
| 2025 Q3 | REDUCED | 1,487,702 | -19,793 | -1.3% | 5.44% | $48.0M | $32.56 |
| 2025 Q2 | REDUCED | 1,507,495 | -15,889 | -1.0% | 5.56% | $46.9M | $30.75 |
| 2025 Q1 | REDUCED | 1,523,384 | -2,779 | -0.2% | 5.33% | $42.3M | $27.09 |
| 2024 Q4 | ADDED | 1,526,163 | +60,976 | +4.2% | 4.99% | $39.4M | $25.14 |
| 2024 Q3 | ADDED | 1,465,187 | +6,940 | +0.5% | 5.08% | $41.2M | $27.15 |
| 2024 Q2 | ADDED | 1,458,247 | +5,064 | +0.3% | 5.17% | $38.3M | $25.25 |
| 2024 Q1 | ADDED | 1,453,183 | +14,196 | +1.0% | 5.25% | $38.9M | $25.33 |
| 2023 Q4 | INITIATED | 1,438,987 | — | — | 5.22% | $36.7M | — |
As of 2025 Q4 — sorted by position size