DFEM 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 (DFEM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.72% in 2025 Q2. The latest visible filing shows DFEM at 2.65% 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 DFEM 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

DFEM was reported at 2.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.72% in 2025 Q2

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 DFEM β€” position size vs. price
% of Fund (quarterly)    DFEM 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 735,429 -31,833 -4.1% 2.65% $24.3M 2026-02-14 (Est.) $36.79
2025 Q3 REDUCED 767,262 -5,734 -0.7% 2.68% $23.7M 2025-10-14 $31.62
2025 Q2 REDUCED 772,996 -2,811 -0.4% 2.72% $22.9M 2025-07-17 $29.87
2025 Q1 ADDED 775,807 +3,553 +0.5% 2.58% $20.5M 2025-04-25 $25.78
2024 Q4 ADDED 772,254 +15,792 +2.1% 2.56% $20.2M 2025-01-23 $25.70
2024 Q3 ADDED 756,462 +5,340 +0.7% 2.63% $21.3M 2024-10-17 $26.76
2024 Q2 REDUCED 751,122 -1,096 -0.1% 2.71% $20.1M 2024-07-30 $25.28
2024 Q1 ADDED 752,218 +8,001 +1.1% 2.59% $19.2M 2024-05-06 $25.17
2023 Q4 INITIATED 744,217 β€” β€” 2.64% $18.6M 2024-02-06 $23.47

FAQ About DiNuzzo Private Wealth, Inc. and DFEM

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 DFEM?

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

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

The largest reported portfolio weight for DFEM was 2.72% in 2025 Q2.

What is the latest reported DFEM position on this page?

The most recent filing on this page is 2025 Q4, when DiNuzzo Private Wealth, Inc. reported 735,429 shares, equal to 2.65% of portfolio, with an estimated market value of $24.3M.

What does the chart on this DFEM ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly DFEM 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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