DiNuzzo Private Wealth, Inc. DFGR Holdings History
Number of Shares
1.65 Mil
Current Holdings Value*
$44.24 Mil
% of Portfolio
5.25%
Total Estimate Gain
$5.95 Mil
% of Total Estimate Gain
15.22%
DiNuzzo Private Wealth, Inc.'s Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.65 Mil shares of Dimensional Global Real Estate ETF(DFGR), totaling $44.24 Mil. This investment constitutes 5.25% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 1.73% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 6 purchases of DFGR, at an average price of $23.72, for a total of 1.65 Mil shares. Based on historical transaction data and DFGR's current price of $27.33, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFGR holdings is $5.95 Mil, reflecting a 15.22% gain to date.
DiNuzzo Private Wealth, Inc. DFGR ($27.33) Holding Chart
DiNuzzo Private Wealth, Inc. DFGR ($27.33) 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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