Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Di Nuzzo Private Wealth, Inc.

$617 Million
Q1 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 55,698 shares of DFIS stock, worth $1.51 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

55,698

Previous 55,673 0.04%

Holding current value

$1.51 Million

Previous $1.37 Million 5.27%

% of portfolio

0.23%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$23.92 - $26.89 $598 - $672	25 Added 0.04%	55,698 $1.44 Million
Q4 2024 Jan 22, 2025	SELL	$24.25 - $26.7 $7,396 - $8,143	-305 Reduced 0.54%	55,673 $1.37 Million
Q3 2024 Oct 16, 2024	SELL	$24.06 - $26.97 $18,213 - $20,416	-757 Reduced 1.33%	55,978 $1.5 Million
Q2 2024 Jul 30, 2024	BUY	$24.08 - $25.86 $2,432 - $2,611	101 Added 0.18%	56,735 $1.4 Million
Q1 2024 May 06, 2024	BUY	$23.13 - $25.1 $135,865 - $147,437	5,874 Added 11.57%	56,634 $1.42 Million
Q4 2023 May 06, 2024	SELL	$20.55 - $24.23 $120,710 - $142,327	-5,874 Reduced 10.37%	50,760 $1.23 Billion
Q4 2023 Feb 05, 2024	BUY	$20.55 - $24.23 $1.04 Million - $1.23 Million	50,760 New	50,760 $1.23 Billion

Others Institutions Holding DFIS

# of Institutions

247

Shares Held

91.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History