Dopkins Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q2 2024
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 28,484 shares of DFSD stock, worth $1.36 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
28,484
Previous 11,716
143.12%
Holding current value
$1.36 Million
Previous $551,000
142.83%
% of portfolio
0.85%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio