Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 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 55,880 shares of DFSV stock, worth $1.75 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
55,880
Previous 56,254 0.66%
Holding current value
$1.75 Million
Previous $1.66 Million 7.49%
% of portfolio
0.78%
Previous 0.78%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$29.2 - $32.74 $10,920 - $12,244
-374 Reduced 0.66%
55,880 $1.78 Million
Q2 2025

Jul 17, 2025
SELL
$24.21 - $29.47 $861,149 - $1.05 Million
-35,570 Reduced 38.74%
56,254 $1.66 Million
Q1 2025

Apr 22, 2025
BUY
$27.56 - $32.1 $199,865 - $232,789
7,252 Added 8.57%
91,824 $2.58 Million
Q4 2024

Feb 10, 2025
BUY
$30.18 - $33.87 $2.04 Million - $2.29 Million
67,724 Added 401.97%
84,572 $2.6 Million
Q3 2024

Nov 06, 2024
SELL
$28.25 - $31.7 $1.22 Million - $1.37 Million
-43,317 Reduced 72.0%
16,848 $518,000
Q2 2024

Jul 30, 2024
BUY
$27.81 - $30.13 $48,278 - $52,305
1,736 Added 2.97%
60,165 $1.73 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $148,614 - $162,961
5,414 Added 10.21%
58,429 $1.76 Million
Q4 2023

Jan 25, 2024
BUY
$23.61 - $29.53 $1.25 Million - $1.57 Million
53,015 New
53,015 $1.54 Million

Others Institutions Holding DFSV

# of Institutions
495
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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