Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 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 145,543 shares of DFAX stock, worth $3.67 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
145,543
Previous 232,799 37.48%
Holding current value
$3.67 Million
Previous $5.92 Million 33.56%
% of portfolio
3.27%
Previous 3.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$24.29 - $27.25 $2.12 Million - $2.38 Million
-87,256 Reduced 37.48%
145,543 $3.93 Million
Q2 2024

Jul 30, 2024
SELL
$24.57 - $26.36 $100,049 - $107,337
-4,072 Reduced 1.72%
232,799 $5.92 Million
Q1 2024

May 03, 2024
BUY
$23.42 - $25.45 $999,354 - $1.09 Million
42,671 Added 21.97%
236,871 $6.03 Million
Q4 2023

Jan 25, 2024
SELL
$21.44 - $24.42 $797,825 - $908,717
-37,212 Reduced 16.08%
194,200 $4.74 Million
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $932,435 - $1.01 Million
41,608 Added 21.92%
231,412 $5.21 Million
Q2 2023

Aug 07, 2023
BUY
$22.56 - $24.03 $211,522 - $225,305
9,376 Added 5.2%
189,804 $4.42 Million
Q1 2023

May 05, 2023
SELL
$21.74 - $23.72 $1.67 Million - $1.82 Million
-76,707 Reduced 29.83%
180,428 $4.16 Million
Q4 2022

Feb 07, 2023
BUY
$18.81 - $22.36 $438,442 - $521,189
23,309 Added 9.97%
257,135 $5.55 Million
Q3 2022

Nov 01, 2022
BUY
$18.89 - $22.64 $91,238 - $109,351
4,830 Added 2.11%
233,826 $4.42 Million
Q2 2022

Aug 01, 2022
BUY
$21.22 - $25.37 $72,699 - $86,917
3,426 Added 1.52%
228,996 $4.91 Million
Q1 2022

Apr 18, 2022
BUY
$23.26 - $26.72 $142,630 - $163,847
6,132 Added 2.79%
225,570 $5.63 Million
Q4 2021

Jan 18, 2022
BUY
$25.17 - $26.82 $5.52 Million - $5.89 Million
219,438 New
219,438 $5.73 Million

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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