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 (DFUS). 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 | 1,177,545 | -46,128 | -3.8% | 9.50% | $87.3M | $74.17 |
| 2025 Q3 | REDUCED | 1,223,673 | -1,326 | -0.1% | 9.74% | $85.9M | $72.29 |
| 2025 Q2 | ADDED | 1,224,999 | +27,218 | +2.3% | 9.75% | $82.1M | $66.71 |
| 2025 Q1 | REDUCED | 1,197,781 | -5,760 | -0.5% | 9.12% | $72.4M | $60.04 |
| 2024 Q4 | REDUCED | 1,203,541 | -68,858 | -5.4% | 9.71% | $76.7M | $63.14 |
| 2024 Q3 | REDUCED | 1,272,399 | -14,190 | -1.1% | 9.76% | $79.1M | $61.40 |
| 2024 Q2 | REDUCED | 1,286,589 | -20,897 | -1.6% | 10.22% | $75.7M | $57.94 |
| 2024 Q1 | ADDED | 1,307,486 | +1,253 | +0.1% | 10.05% | $74.5M | $55.95 |
| 2023 Q4 | INITIATED | 1,306,233 | — | — | 9.61% | $67.7M | — |
As of 2025 Q4 — sorted by position size