Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 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 23,487 shares of DFIS stock, worth $719,876. This represents 0.33% of its overall portfolio holdings.

Number of Shares
23,487
Previous 24,197 2.93%
Holding current value
$719,876
Previous $625,000 12.0%
% of portfolio
0.33%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
263
Shares Held
85.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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