DiNuzzo Private Wealth, Inc. DFSV Holdings History
DiNuzzo Private Wealth, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.34 Mil shares of Dimensional US Small Cap Value ETF(DFSV), totaling $39.29 Mil. This investment constitutes 4.66% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 0.83% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 4 purchases of DFSV, at an average price of $26.13, for a total of 1.35 Mil shares. In addition, there have been 2 sales at an average price of $31.42 for 19,105.00 shares. Based on historical transaction data and DFSV's current price of $30.80, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFSV holdings is $6.33 Mil, reflecting a 17.89% gain to date.
DiNuzzo Private Wealth, Inc. DFSV ($30.80) Holding Chart
DiNuzzo Private Wealth, Inc. DFSV ($30.80) 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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