DiNuzzo Private Wealth, Inc. DFUS Holdings History
DiNuzzo Private Wealth, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.22 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $82.10 Mil. This investment constitutes 9.75% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 0.53% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 2 purchases of DFUS, at an average price of $48.69, for a total of 1.33 Mil shares. In addition, there have been 4 sales at an average price of $62.20 for 109,705.00 shares. Based on historical transaction data and DFUS's current price of $68.20, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFUS holdings is $25.38 Mil, reflecting a 39.06% gain to date.
DiNuzzo Private Wealth, Inc. DFUS ($68.20) Holding Chart
DiNuzzo Private Wealth, Inc. DFUS ($68.20) 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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