Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 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 74,660 shares of DFAE stock, worth $2.22 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
74,660
Previous 75,417 1.0%
Holding current value
$2.22 Million
Previous $1.95 Million 10.71%
% of portfolio
1.01%
Previous 1.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$22.87 - $28.95 $17,312 - $21,915
-757 Reduced 1.0%
74,660 $2.16 Million
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
591
Shares Held
169M
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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