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 (DFSV). 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 | 1,351,902 | -7,475 | -0.5% | 4.84% | $44.5M | $32.89 |
| 2025 Q3 | ADDED | 1,359,377 | +24,254 | +1.8% | 4.99% | $44.0M | $31.71 |
| 2025 Q2 | ADDED | 1,335,123 | +96,671 | +7.8% | 4.66% | $39.3M | $29.18 |
| 2025 Q1 | ADDED | 1,238,452 | +11,273 | +0.9% | 4.39% | $34.9M | $27.78 |
| 2024 Q4 | REDUCED | 1,227,179 | -16,255 | -1.3% | 4.78% | $37.8M | $30.29 |
| 2024 Q3 | REDUCED | 1,243,434 | -2,850 | -0.2% | 4.72% | $38.3M | $30.18 |
| 2024 Q2 | ADDED | 1,246,284 | +7,078 | +0.6% | 4.84% | $35.9M | $28.11 |
| 2024 Q1 | ADDED | 1,239,206 | +4,012 | +0.3% | 5.03% | $37.3M | $29.28 |
| 2023 Q4 | INITIATED | 1,235,194 | — | — | 5.11% | $36.0M | — |
As of 2025 Q4 — sorted by position size