Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

$190 Million
Q1 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 91,824 shares of DFSV stock, worth $2.59 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

91,824

Previous 84,572 8.57%

Holding current value

$2.59 Million

Previous $2.6 Million 0.73%

% of portfolio

1.36%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

438

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History