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

Dopkins Wealth Management, LLC

  • $158 Million
  • Q1 2024

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 1,028,241 shares of DFAC stock, worth $33.3 Million. This represents 20.74% of its overall portfolio holdings.

Number of Shares
1,028,241
Previous 946,012 8.69%
Holding current value
$33.3 Million
Previous $27.7 Million 18.81%
% of portfolio
20.74%
Previous 22.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.74 - $25.81 $363,768 - $395,486
15,323 Added 1.3%
1,193,955 $29 Million
Q3 2022

Nov 01, 2022
SELL
$22.74 - $26.54 $284,136 - $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
839
Shares Held
680M
Call Options Held
0
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
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