Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

$189 Million
Q4 2024

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 84,572 shares of DFSV stock, worth $2.4 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

84,572

Previous 16,848 401.97%

Holding current value

$2.4 Million

Previous $518,000 402.51%

% of portfolio

1.38%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

416

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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 Dimensional Transaction History