Number of Shares
347,503.00
Current Holdings Value*
$18.94 Mil
% of Portfolio
2.25%
Total Estimate Gain
$630,183.84
% of Total Estimate Gain
3.44%

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

As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 347,503.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $18.94 Mil. This investment constitutes 2.25% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 1.15% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.

The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 6 purchases of DFGP, at an average price of $52.68, for a total of 347,503.00 shares. Based on historical transaction data and DFGP's current price of $54.49, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFGP holdings is $630,183.84, reflecting a 3.44% gain to date.

DiNuzzo Private Wealth, Inc. DFGP ($54.49) Holding Chart

DiNuzzo Private Wealth, Inc. DFGP ($54.49) 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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