Dopkins Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Dopkins Wealth Management, LLC

$227 Million
Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 44,147 shares of DFAS stock, worth $2.96 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

44,147

Previous 44,057 0.2%

Holding current value

$2.96 Million

Previous $2.81 Million 7.7%

% of portfolio

1.33%

Previous 1.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$63.41 - $69.69 $5,706 - $6,272	90 Added 0.2%	44,147 $3.02 Million
Q2 2025 Jul 17, 2025	SELL	$52.31 - $63.72 $79,563 - $96,918	-1,521 Reduced 3.34%	44,057 $2.81 Million
Q1 2025 Apr 22, 2025	SELL	$58.81 - $68.2 $98,624 - $114,371	-1,677 Reduced 3.55%	45,578 $2.72 Million
Q4 2024 Feb 10, 2025	BUY	$63.58 - $71.15 $1.09 Million - $1.22 Million	17,209 Added 57.28%	47,255 $3.08 Million
Q3 2024 Nov 06, 2024	SELL	$59.25 - $65.33 $1.29 Million - $1.43 Million	-21,820 Reduced 42.07%	30,046 $1.95 Million
Q2 2024 Jul 30, 2024	SELL	$57.42 - $62.37 $117,251 - $127,359	-2,042 Reduced 3.79%	51,866 $3.12 Million
Q1 2024 May 03, 2024	SELL	$56.66 - $62.34 $120,912 - $133,033	-2,134 Reduced 3.81%	53,908 $3.36 Million
Q4 2023 Jan 25, 2024	SELL	$48.83 - $60.51 $130,327 - $161,501	-2,669 Reduced 4.55%	56,042 $3.34 Million
Q3 2023 Nov 13, 2023	BUY	$51.84 - $57.67 $17,366 - $19,319	335 Added 0.57%	58,711 $3.08 Million
Q2 2023 Aug 07, 2023	BUY	$49.85 - $54.8 $18,245 - $20,056	366 Added 0.63%	58,376 $3.2 Million
Q1 2023 May 05, 2023	BUY	$50.35 - $57.8 $906 - $1,040	18 Added 0.03%	58,010 $3.06 Million
Q4 2022 Feb 07, 2023	BUY	$47.77 - $54.73 $21,400 - $24,519	448 Added 0.78%	57,992 $2.97 Million
Q3 2022 Nov 01, 2022	SELL	$46.47 - $55.84 $130,720 - $157,077	-2,813 Reduced 4.66%	57,544 $2.68 Million
Q2 2022 Aug 01, 2022	BUY	$46.65 - $56.4 $93,813 - $113,420	2,011 Added 3.45%	60,357 $2.9 Million
Q1 2022 Apr 18, 2022	SELL	$53.45 - $60.82 $120,476 - $137,088	-2,254 Reduced 3.72%	58,346 $3.27 Million
Q4 2021 Jan 18, 2022	BUY	$56.67 - $63.93 $3.43 Million - $3.87 Million	60,600 New	60,600 $3.64 Million

Others Institutions Holding DFAS

# of Institutions

870

Shares Held

134M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

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.

Account

Dopkins Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History