Di Nuzzo Private Wealth, Inc. Portfolio Holdings
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 2024
Di Nuzzo Private Wealth, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Million distributed in 1441 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 $95.4M, Dimensional ETF Tr Core Fxd In with a value of $86.5M, Dimensional ETF Tr U S Equity with a value of $79.1M, Dimensional ETF Tr U S Small C with a value of $46.7M, and Dimensional ETF Tr Dimensional with a value of $43.4M.
Examining the 13F form we can see an increase of $55.4M in the current position value, from $579M to 634M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,441
- Current Value $634 Million
- Prior Value $579 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 72 stocks
- Additional Purchases 469 stocks
- Sold out of 0 stocks
- Reduced holdings in 313 stocks