Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $697 Million
- Q3 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,487,702 shares of DFIC stock, worth $49.7 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
1,487,702
Previous 1,507,495
1.31%
Holding current value
$49.7 Million
Previous $46.9 Million
4.08%
% of portfolio
7.0%
Previous 7.13%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
525Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio