DiNuzzo Private Wealth, Inc. DFLV Holdings History
DiNuzzo Private Wealth, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.82 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $56.41 Mil. This investment constitutes 6.7% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 1.53% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 1 purchases of DFLV, at an average price of $25.23, for a total of 1.91 Mil shares. In addition, there have been 5 sales at an average price of $30.04 for 93,739.00 shares. Based on historical transaction data and DFLV's current price of $31.60, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFLV holdings is $12.03 Mil, reflecting a 24.94% gain to date.
DiNuzzo Private Wealth, Inc. DFLV ($31.60) Holding Chart
DiNuzzo Private Wealth, Inc. DFLV ($31.60) 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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