DiNuzzo Private Wealth, Inc. DFAS Holdings History
DiNuzzo Private Wealth, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 730,447.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $46.54 Mil. This investment constitutes 5.52% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 0.45% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 3 purchases of DFAS, at an average price of $53.82, for a total of 750,531.00 shares. In addition, there have been 3 sales at an average price of $66.02 for 20,084.00 shares. Based on historical transaction data and DFAS's current price of $64.96, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFAS holdings is $8.38 Mil, reflecting a 20.75% gain to date.
DiNuzzo Private Wealth, Inc. DFAS ($64.96) Holding Chart
DiNuzzo Private Wealth, Inc. DFAS ($64.96) 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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