Number of Shares
2.16 Mil
Current Holdings Value*
$91.44 Mil
% of Portfolio
10.85%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
1.95%

DiNuzzo Private Wealth, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 2.16 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $91.44 Mil. This investment constitutes 10.85% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 1.28% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 5 purchases of DFCF, at an average price of $41.23, for a total of 2.20 Mil shares. In addition, there have been 1 sales at an average price of $41.71 for 32,103.00 shares. Based on historical transaction data and DFCF's current price of $42.04, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFCF holdings is $1.77 Mil, reflecting a 1.95% gain to date.

DiNuzzo Private Wealth, Inc. DFCF ($42.04) Holding Chart

DiNuzzo Private Wealth, Inc. DFCF ($42.04) 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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