DiNuzzo Private Wealth, Inc. DFSE — DIMENSIONAL ETF TRUST

Ownership history in DiNuzzo Private Wealth, Inc.  ·  11 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported DIMENSIONAL ETF TRUST (DFSE) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows DFSE at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFSE 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
2026 Q2

DFSE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

DFSE stock page DiNuzzo Private Wealth, Inc. fund profile DiNuzzo Private Wealth, Inc. full holdings
How DiNuzzo Private Wealth, Inc. held DFSE — position size vs. price
% of Fund (quarterly)    DFSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,941 -60 -1.2% 0.02% $242K 2026-07-10 $48.39
2026 Q1 ADDED — — — 5,001 +609 +13.9% 0.02% $212K 2026-04-08 $44.75
2025 Q4 REDUCED 8.6% +2.3% ❌ 4,392 -412 -8.6% 0.02% $182K 2026-01-16 $43.00
2025 Q3 ADDED — — — 4,804 +175 +3.8% 0.02% $191K 2025-10-14 $40.00
2025 Q2 REDUCED — — — 4,629 -95 -2.0% 0.02% $176K 2025-07-17 $37.90
2025 Q1 REDUCED — — — 4,724 -6 -0.1% 0.02% $159K 2025-04-25 $32.74
2024 Q4 REDUCED 60.5% +1.9% ❌ 4,730 -7,252 -60.5% 0.02% $157K 2025-01-23 $32.42
2024 Q3 ADDED — — — 11,982 +247 +2.1% 0.05% $424K 2024-10-17 $33.64
2024 Q2 REDUCED — — — 11,735 -524 -4.3% 0.05% $393K 2024-07-30 $31.79
2024 Q1 ADDED — — — 12,259 +68 +0.6% 0.05% $395K 2024-05-06 $31.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFSE

As of 2026 Q2 — sorted by position size

Quantum Financial Advisors, LLC 3Y 2.56% Henrickson Nauta Wealth Advisors, Inc. 3Y 0.24% Mills Wealth Advisors LLC 0.13% FIDUCIARY FINANCIAL GROUP, LLC 0.07% Apella Capital, LLC 3Y 0.07% Heck Capital Advisors, LLC 0.03% CGN Advisors LLC 3Y 0.03% Foster Group, Inc. 3Y 0.02% ELEVATION WEALTH PARTNERS, LLC 0.01% Strategic Investment Solutions, Inc. /IL 3Y 0.0%

FAQ About DiNuzzo Private Wealth, Inc. and DFSE

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 DFSE?

DiNuzzo Private Wealth, Inc. reported DFSE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for DFSE was 0.05% in 2024 Q1.

What is the latest reported DFSE position on this page?

The most recent filing on this page is 2026 Q2, when DiNuzzo Private Wealth, Inc. reported 4,941 shares, equal to 0.02% of portfolio, with an estimated market value of $242K.

What does the chart on this DFSE ownership page compare?

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

How well did DiNuzzo Private Wealth, Inc. time their DFSE position?

Based on 13F filing dates vs. subsequent DFSE price moves, DiNuzzo Private Wealth, Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on DFSE relative to SPY over the holding period was +240.1%.

← Back to DiNuzzo Private Wealth, Inc. Holdings