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 6,409 shares of DFAU stock, worth $279,816. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,409

Previous 11,851 45.92%

Holding current value

$279,816

Previous $455,000 40.44%

% of portfolio

0.13%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$34.04 - $42.36 $185,245 - $230,523	-5,442 Reduced 45.92%	6,409 $271,000
Q1 2025 Apr 22, 2025	SELL	$37.84 - $42.29 $41,699 - $46,603	-1,102 Reduced 8.51%	11,851 $455,000
Q4 2024 Feb 10, 2025	BUY	$39.27 - $42.38 $508,664 - $548,948	12,953 New	12,953 $524,000
Q2 2024 Jul 30, 2024	SELL	$34.53 - $37.67 $71,477 - $77,976	-2,070 Reduced 11.75%	15,546 $582,000
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

526

Shares Held

139M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History