Dopkins Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 76,447 shares of DFUS stock, worth $4.95 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
76,447
Previous 93,227 18.0%
Holding current value
$4.95 Million
Previous $5.49 Million 13.32%
% of portfolio
3.96%
Previous 3.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$56.04 - $62.2 $940,351 - $1.04 Million
-16,780 Reduced 18.0%
76,447 $4.76 Million
Q2 2024

Jul 30, 2024
BUY
$53.83 - $59.14 $61,796 - $67,892
1,148 Added 1.25%
93,227 $5.49 Million
Q1 2024

May 03, 2024
SELL
$50.79 - $56.98 $55,564 - $62,336
-1,094 Reduced 1.17%
92,079 $5.25 Million
Q4 2023

Jan 25, 2024
SELL
$44.51 - $52.0 $7,388 - $8,632
-166 Reduced 0.18%
93,173 $4.83 Million
Q3 2023

Nov 13, 2023
SELL
$46.29 - $49.87 $27,218 - $29,323
-588 Reduced 0.63%
93,339 $4.34 Million
Q2 2023

Aug 07, 2023
SELL
$43.77 - $48.16 $6,084 - $6,694
-139 Reduced 0.15%
93,927 $4.52 Million
Q1 2023

May 05, 2023
BUY
$41.24 - $45.43 $75,757 - $83,454
1,837 Added 1.99%
94,066 $4.18 Million
Q4 2022

Feb 07, 2023
SELL
$38.86 - $44.32 $2,098 - $2,393
-54 Reduced 0.06%
92,229 $3.84 Million
Q3 2022

Nov 01, 2022
SELL
$38.82 - $46.57 $94,332 - $113,165
-2,430 Reduced 2.57%
92,283 $3.58 Million
Q2 2022

Aug 01, 2022
BUY
$39.62 - $49.51 $208,955 - $261,115
5,274 Added 5.9%
94,713 $3.86 Million
Q1 2022

Apr 18, 2022
SELL
$45.16 - $52.01 $73,701 - $84,880
-1,632 Reduced 1.79%
89,439 $4.38 Million
Q4 2021

Jan 18, 2022
BUY
$47.05 - $51.98 $4.28 Million - $4.73 Million
91,071 New
91,071 $4.71 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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