Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DINUZZO PRIVATE WEALTH INC | 05-06-2024 | 03-31-2024 | 1396 | 741,136,318 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 1 | $91,556,864 | 1,946,362 | 0.01 | 1,946,362 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $74,500,581 | 1,307,486 | 0.01 | 1,307,486 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 3 | $73,159,858 | 1,743,978 | 0.01 | 1,743,978 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 4 | $56,122,246 | 1,871,365 | 0.01 | 1,871,365 | +Inf | 03-31-2024 |
