DFAT β€” DIMENSIONAL ETF TRUST

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  9 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported DIMENSIONAL ETF TRUST (DFAT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2023 Q4. The latest visible filing shows DFAT at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAT was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DiNuzzo Private Wealth, Inc. held DFAT β€” position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 135,153 -1,893 -1.4% 0.88% $8.0M 2026-02-14 (Est.) $66.06
2025 Q3 REDUCED 137,046 -1,304 -0.9% 0.91% $8.1M 2025-10-14 $57.27
2025 Q2 REDUCED 138,350 -1,980 -1.4% 0.89% $7.5M 2025-07-17 $54.95
2025 Q1 REDUCED 140,330 -2,072 -1.5% 0.91% $7.2M 2025-04-25 $48.24
2024 Q4 REDUCED 142,402 -3,220 -2.2% 1.00% $7.9M 2025-01-23 $56.62
2024 Q3 REDUCED 145,622 -1,161 -0.8% 1.00% $8.1M 2024-10-17 $55.45
2024 Q2 REDUCED 146,783 -1,908 -1.3% 1.03% $7.6M 2024-07-30 $55.24
2024 Q1 REDUCED 148,691 -1,280 -0.9% 1.09% $8.1M 2024-05-06 $51.45
2023 Q4 INITIATED 149,971 β€” β€” 1.11% $7.8M 2024-02-06 $48.50

FAQ About DiNuzzo Private Wealth, Inc. and DFAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning DFAT?

DiNuzzo Private Wealth, Inc. reported DFAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAT position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for DFAT was 1.11% in 2023 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2025 Q4, when DiNuzzo Private Wealth, Inc. reported 135,153 shares, equal to 0.88% of portfolio, with an estimated market value of $8.0M.

What does the chart on this DFAT ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly DFAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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