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 760,430 shares of DISV stock, worth $22.9 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

760,430

Previous 767,020 0.86%

Holding current value

$22.9 Million

Previous $20.4 Million 8.66%

% of portfolio

3.59%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$26.09 - $30.21 $171,933 - $199,083	-6,590 Reduced 0.86%	760,430 $22.1 Million
Q4 2024 Jan 22, 2025	BUY	$26.18 - $28.77 $347,356 - $381,720	13,268 Added 1.76%	767,020 $20.4 Million
Q3 2024 Oct 16, 2024	SELL	$26.06 - $29.18 $234,774 - $262,882	-9,009 Reduced 1.18%	753,752 $21.9 Million
Q2 2024 Jul 30, 2024	SELL	$26.23 - $28.56 $135,687 - $147,740	-5,173 Reduced 0.67%	762,761 $20.5 Million
Q1 2024 May 06, 2024	BUY	$24.73 - $27.24 $32,371 - $35,657	1,309 Added 0.17%	767,934 $20.9 Million
Q4 2023 May 06, 2024	SELL	$22.43 - $25.87 $29,360 - $33,863	-1,309 Reduced 0.17%	766,625 $19.8 Billion
Q4 2023 Feb 05, 2024	BUY	$22.43 - $25.87 $17.2 Million - $19.8 Million	766,625 New	766,625 $19.8 Billion

Others Institutions Holding DISV

# of Institutions

331

Shares Held

66.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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