Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 739,532 shares of DFAS stock, worth $49.7 Million. This represents 7.26% of its overall portfolio holdings.
Number of Shares
739,532
Previous 730,447
1.24%
Holding current value
$49.7 Million
Previous $46.5 Million
8.79%
% of portfolio
7.26%
Previous 7.08%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio