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 (DUSB). 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 | 565,854 | +117,927 | +26.3% | 3.12% | $28.7M | $50.43 |
| 2025 Q3 | ADDED | 447,927 | +43,127 | +10.7% | 2.58% | $22.7M | $49.92 |
| 2025 Q2 | ADDED | 404,800 | +16,111 | +4.1% | 2.44% | $20.5M | $49.34 |
| 2025 Q1 | ADDED | 388,689 | +37,496 | +10.7% | 2.48% | $19.7M | $48.79 |
| 2024 Q4 | ADDED | 351,193 | +61,305 | +21.1% | 2.25% | $17.8M | $48.24 |
| 2024 Q3 | ADDED | 289,888 | +25,307 | +9.6% | 1.81% | $14.7M | $47.63 |
| 2024 Q2 | ADDED | 264,581 | +28,264 | +12.0% | 1.81% | $13.4M | $46.95 |
| 2024 Q1 | ADDED | 236,317 | +32,559 | +16.0% | 1.61% | $12.0M | $46.30 |
| 2023 Q4 | INITIATED | 203,758 | — | — | 1.46% | $10.3M | — |
As of 2025 Q4 — sorted by position size