Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 75,417 shares of DFAE stock, worth $1.96 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
75,417
Previous 67,126 12.35%
Holding current value
$1.96 Million
Previous $1.7 Million 14.69%
% of portfolio
1.03%
Previous 0.9%

Shares

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

Apr 22, 2025
BUY
$24.64 - $26.86 $204,290 - $222,696
8,291 Added 12.35%
75,417 $1.95 Million
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $1.41 Million - $1.57 Million
55,690 Added 486.97%
67,126 $1.7 Million
Q3 2024

Nov 06, 2024
SELL
$24.46 - $27.82 $40,359 - $45,903
-1,650 Reduced 12.61%
11,436 $313,000
Q2 2024

Jul 30, 2024
SELL
$24.03 - $26.3 $5,815 - $6,364
-242 Reduced 1.82%
13,086 $338,000
Q1 2024

May 03, 2024
BUY
$22.74 - $24.88 $303,078 - $331,600
13,328 New
13,328 $329,000

Others Institutions Holding DFAE

# of Institutions
548
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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