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 437,150 shares of DFIV stock, worth $19.5 Million. This represents 8.77% of its overall portfolio holdings.

Number of Shares

437,150

Previous 440,181 0.69%

Holding current value

$19.5 Million

Previous $17.3 Million 8.07%

% of portfolio

8.77%

Previous 9.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$34.67 - $43.21 $105,084 - $130,969	-3,031 Reduced 0.69%	437,150 $18.7 Million
Q1 2025 Apr 22, 2025	BUY	$35.33 - $40.77 $417,600 - $481,901	11,820 Added 2.76%	440,181 $17.3 Million
Q4 2024 Feb 10, 2025	BUY	$34.86 - $37.97 $5.49 Million - $5.98 Million	157,443 Added 58.11%	428,361 $15.2 Million
Q3 2024 Nov 06, 2024	SELL	$34.66 - $38.38 $3.98 Million - $4.41 Million	-114,850 Reduced 29.77%	270,918 $10.3 Million
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $87,436 - $93,643	2,463 Added 0.64%	385,768 $13.9 Million
Q1 2024 May 03, 2024	BUY	$33.15 - $36.75 $1.14 Million - $1.27 Million	34,471 Added 9.88%	383,305 $14.1 Million
Q4 2023 Jan 25, 2024	SELL	$30.86 - $34.46 $1.37 Million - $1.53 Million	-44,510 Reduced 11.32%	348,834 $12 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $1.66 Million - $1.78 Million	51,611 Added 15.1%	393,344 $12.8 Million
Q2 2023 Aug 07, 2023	BUY	$31.45 - $33.77 $271,099 - $291,097	8,620 Added 2.59%	341,733 $11.2 Million
Q1 2023 May 05, 2023	SELL	$30.43 - $33.38 $191,648 - $210,227	-6,298 Reduced 1.86%	333,113 $10.7 Million
Q4 2022 Feb 07, 2023	BUY	$25.88 - $31.1 $130,668 - $157,023	5,049 Added 1.51%	339,411 $10.3 Million
Q3 2022 Nov 01, 2022	SELL	$25.71 - $30.57 $157,550 - $187,332	-6,128 Reduced 1.8%	334,362 $8.61 Million
Q2 2022 Aug 01, 2022	BUY	$28.66 - $33.84 $118,681 - $140,131	4,141 Added 1.23%	340,490 $9.84 Million
Q1 2022 Apr 18, 2022	SELL	$30.75 - $35.49 $94,095 - $108,599	-3,060 Reduced 0.9%	336,349 $11.3 Million
Q4 2021 Jan 18, 2022	BUY	$31.61 - $34.21 $10.7 Million - $11.6 Million	339,409 New	339,409 $11.1 Million

Others Institutions Holding DFIV

# of Institutions

723

Shares Held

234M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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