DiNuzzo Private Wealth, Inc. DFSD Holdings History
DiNuzzo Private Wealth, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.90 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $91.13 Mil. This investment constitutes 10.82% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 1.88% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 2 purchases of DFSD, at an average price of $46.59, for a total of 2.05 Mil shares. In addition, there have been 4 sales at an average price of $47.31 for 154,243.00 shares. Based on historical transaction data and DFSD's current price of $47.92, DiNuzzo Private Wealth, Inc.'s estimated gain on his DFSD holdings is $2.63 Mil, reflecting a 2.75% gain to date.
DiNuzzo Private Wealth, Inc. DFSD ($47.92) Holding Chart
DiNuzzo Private Wealth, Inc. DFSD ($47.92) 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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