Di Nuzzo Private Wealth, Inc. Portfolio Holdings
Di Nuzzo Private Wealth, Inc.
- $577 Million
- Q1 2024
Di Nuzzo Private Wealth, Inc. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $577 Million distributed in 1396 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 $91.6M, Dimensional ETF Tr U S Equity with a value of $74.5M, Dimensional ETF Tr Core Fxd In with a value of $73.2M, Dimensional ETF Tr U S Small C with a value of $45.1M, and Dimensional ETF Tr Dimensional with a value of $42M.
Examining the 13F form we can see an decrease of $704B in the current position value, from $704B to 577M.
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
Summary
- Portfolio
- No. of Stocks 1,396
- Current Value $577 Million
- Prior Value $704 Billion
- Filing
- Period Q1 2024
- Filing Date May 06, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 314 stocks
- Sold out of 0 stocks
- Reduced holdings in 307 stocks