Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

$227 Million
Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 22,177 shares of DFIS stock, worth $696,801. This represents 0.31% of its overall portfolio holdings.

Number of Shares

22,177

Previous 23,487 5.58%

Holding current value

$696,801

Previous $700,000 0.14%

% of portfolio

0.31%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$29.65 - $31.77 $38,841 - $41,618	-1,310 Reduced 5.58%	22,177 $701,000
Q2 2025 Jul 17, 2025	SELL	$23.2 - $29.84 $16,472 - $21,186	-710 Reduced 2.93%	23,487 $700,000
Q1 2025 Apr 22, 2025	BUY	$23.92 - $26.89 $10,142 - $11,401	424 Added 1.78%	24,197 $625,000
Q4 2024 Feb 10, 2025	BUY	$24.25 - $26.7 $576,495 - $634,739	23,773 New	23,773 $583,000
Q2 2024 Jul 30, 2024	BUY	$24.08 - $25.86 $74,094 - $79,571	3,077 Added 16.32%	21,931 $540,000

Q1 2024 May 03, 2024	BUY	$23.13 - $25.1 $132,002 - $143,245	5,707 Added 43.41%	18,854 $472,000
Q4 2023 Jan 25, 2024	BUY	$20.55 - $24.23 $270,170 - $318,551	13,147 New	13,147 $317,000

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History