Dopkins Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 947,336 shares of DFAC stock, worth $30.6 Million. This represents 16.49% of its overall portfolio holdings.

Number of Shares
947,336
Previous 950,604 0.34%
Holding current value
$30.6 Million
Previous $32.9 Million 4.98%
% of portfolio
16.49%
Previous 17.42%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$32.42 - $36.13 $105,948 - $118,072
-3,268 Reduced 0.34%
947,336 $31.3 Million
Q4 2024

Feb 10, 2025
BUY
$33.92 - $36.6 $2.63 Million - $2.84 Million
77,481 Added 8.87%
950,604 $32.9 Million
Q3 2024

Nov 06, 2024
SELL
$31.05 - $34.29 $3.86 Million - $4.26 Million
-124,250 Reduced 12.46%
873,123 $29.9 Million
Q2 2024

Jul 30, 2024
SELL
$30.09 - $32.37 $928,818 - $999,197
-30,868 Reduced 3.0%
997,373 $32.2 Million
Q1 2024

May 03, 2024
BUY
$28.62 - $31.95 $2.35 Million - $2.63 Million
82,229 Added 8.69%
1,028,241 $32.9 Million
Q4 2023

Jan 25, 2024
SELL
$24.91 - $29.38 $3.98 Million - $4.69 Million
-159,756 Reduced 14.45%
946,012 $27.7 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.22 $4.27 Million - $4.63 Million
164,102 Added 17.43%
1,105,768 $29 Million
Q2 2023

Aug 07, 2023
SELL
$24.86 - $27.15 $404,447 - $441,703
-16,269 Reduced 1.7%
941,666 $25.6 Million
Q1 2023

May 05, 2023
SELL
$24.18 - $26.58 $5.71 Million - $6.27 Million
-236,020 Reduced 19.77%
957,935 $24.4 Million
Q4 2022

Feb 07, 2023
BUY
$22.49 - $25.81 $344,614 - $395,486
15,323 Added 1.3%
1,193,955 $29 Million
Q3 2022

Nov 01, 2022
SELL
$22.24 - $26.54 $277,888 - $331,617
-12,495 Reduced 1.05%
1,178,632 $26.2 Million
Q2 2022

Aug 01, 2022
BUY
$22.75 - $27.77 $70,525 - $86,087
3,100 Added 0.26%
1,191,127 $27.8 Million
Q1 2022

Apr 18, 2022
SELL
$25.76 - $29.21 $72,978 - $82,751
-2,833 Reduced 0.24%
1,188,027 $32.8 Million
Q4 2021

Jan 18, 2022
BUY
$26.63 - $29.09 $31.7 Million - $34.6 Million
1,190,860 New
1,190,860 $34.5 Million

Others Institutions Holding DFAC

# of Institutions
1,080
Shares Held
804M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email