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

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 44,625 shares of DFSD stock, worth $2.15 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
44,625
Previous 40,438 10.35%
Holding current value
$2.15 Million
Previous $1.92 Million 11.5%
% of portfolio
1.0%
Previous 1.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$47.09 - $48.01 $197,165 - $201,017
4,187 Added 10.35%
44,625 $2.14 Million
Q1 2025

Apr 22, 2025
BUY
$46.74 - $47.55 $254,312 - $258,719
5,441 Added 15.55%
40,438 $1.92 Million
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $1.64 Million - $1.67 Million
34,997 New
34,997 $1.64 Million
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
360
Shares Held
74.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email