Number of Shares
920,871.00
Current Holdings Value*
$33.00 Mil
% of Portfolio
3.92%
Total Estimate Gain
$9.24 Mil
% of Total Estimate Gain
34.37%

DiNuzzo Private Wealth, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 920,871.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $33.00 Mil. This investment constitutes 3.92% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 0.09% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 4 purchases of DFAC, at an average price of $27.38, for a total of 981,993.00 shares. In addition, there have been 2 sales at an average price of $34.06 for 61,122.00 shares. Based on historical transaction data and DFAC's current price of $36.97, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFAC holdings is $9.24 Mil, reflecting a 34.37% gain to date.

DiNuzzo Private Wealth, Inc. DFAC ($36.97) Holding Chart

DiNuzzo Private Wealth, Inc. DFAC ($36.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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