Di Nuzzo Private Wealth, Inc. Portfolio Holdings
Di Nuzzo Private Wealth, Inc.
- $579 Million
- Q2 2024
Di Nuzzo Private Wealth, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $579 Million distributed in 1415 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $94M, Dimensional ETF Tr U S Equity with a value of $75.7M, Dimensional ETF Tr Core Fxd In with a value of $73.9M, Dimensional ETF Tr U S Small C with a value of $43.5M, and Dimensional ETF Tr Dimensional with a value of $41.6M.
Examining the 13F form we can see an increase of $1.4M in the current position value, from $577M to 579M.
Di Nuzzo Private Wealth, Inc. is based out at Beaver, PA
Below you can find more details about Di Nuzzo Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,415
- Current Value $579 Million
- Prior Value $577 Million
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 80 stocks
- Additional Purchases 1,100 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks