Dopkins Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$46.64 - $47.15 $782,059 - $790,611	16,768 Added 143.12%	28,484 $1.34 Million
Q1 2024 May 03, 2024	BUY	$46.78 - $47.19 $548,074 - $552,878	11,716 New	11,716 $551,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.9 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.3 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.8 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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