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 (DFIV). 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 | 239,983 | -7,816 | -3.2% | 1.30% | $12.0M | $49.90 |
| 2025 Q3 | REDUCED | 247,799 | -2,863 | -1.1% | 1.28% | $11.3M | $45.77 |
| 2025 Q2 | REDUCED | 250,662 | -7,132 | -2.8% | 1.27% | $10.7M | $42.32 |
| 2025 Q1 | REDUCED | 257,794 | -2,849 | -1.1% | 1.28% | $10.1M | $38.22 |
| 2024 Q4 | REDUCED | 260,643 | -5,305 | -2.0% | 1.17% | $9.2M | $34.33 |
| 2024 Q3 | REDUCED | 265,948 | -3,856 | -1.4% | 1.25% | $10.1M | $36.49 |
| 2024 Q2 | REDUCED | 269,804 | -3,586 | -1.3% | 1.31% | $9.7M | $34.22 |
| 2024 Q1 | REDUCED | 273,390 | -1,700 | -0.6% | 1.36% | $10.0M | $34.31 |
| 2023 Q4 | INITIATED | 275,090 | — | — | 1.34% | $9.5M | — |
As of 2025 Q4 — sorted by position size