Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History

Dopkins Wealth Management, LLC

  • $158 Million
  • Q1 2024

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 17,616 shares of DFAU stock, worth $665,532. This represents 0.41% of its overall portfolio holdings.

Number of Shares
17,616
Previous 14,518 21.34%
Holding current value
$665,532
Previous $482,000 33.4%
% of portfolio
0.41%
Previous 0.39%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$32.59 - $36.54 $100,963 - $113,200
3,098 Added 21.34%
17,616 $643,000
Q4 2023

Jan 25, 2024
SELL
$28.58 - $33.37 $90,741 - $105,949
-3,175 Reduced 17.94%
14,518 $482,000
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $94,583 - $102,012
3,175 Added 21.87%
17,693 $529,000
Q2 2023

Aug 07, 2023
SELL
$28.25 - $30.99 $197,750 - $216,930
-7,000 Reduced 32.53%
14,518 $449,000
Q2 2022

Aug 01, 2022
SELL
$25.69 - $31.79 $49,581 - $61,354
-1,930 Reduced 8.23%
21,518 $569,000
Q1 2022

Apr 18, 2022
SELL
$29.18 - $33.24 $2,947 - $3,357
-101 Reduced 0.43%
23,448 $739,000
Q4 2021

Jan 18, 2022
BUY
$30.17 - $33.15 $710,473 - $780,649
23,549 New
23,549 $777,000

Others Institutions Holding DFAU

# of Institutions
386
Shares Held
95.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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