Dopkins Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 281,099 shares of DFUV stock, worth $12.1 Million. This represents 9.76% of its overall portfolio holdings.

Number of Shares
281,099
Previous 430,454 34.7%
Holding current value
$12.1 Million
Previous $16.9 Million 30.67%
% of portfolio
9.76%
Previous 10.72%

Shares

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

Nov 06, 2024
SELL
$38.51 - $41.69 $5.75 Million - $6.23 Million
-149,355 Reduced 34.7%
281,099 $11.7 Million
Q2 2024

Jul 30, 2024
SELL
$38.53 - $40.76 $372,623 - $394,189
-9,671 Reduced 2.2%
430,454 $16.9 Million
Q1 2024

May 03, 2024
BUY
$36.22 - $40.9 $858,450 - $969,370
23,701 Added 5.69%
440,125 $18 Million
Q4 2023

Jan 25, 2024
SELL
$31.85 - $37.39 $237,569 - $278,892
-7,459 Reduced 1.76%
416,424 $15.5 Million
Q3 2023

Nov 13, 2023
BUY
$33.83 - $36.19 $1.35 Million - $1.45 Million
39,935 Added 10.4%
423,883 $14.4 Million
Q2 2023

Aug 07, 2023
BUY
$32.32 - $34.5 $172,750 - $184,402
5,345 Added 1.41%
383,948 $13.2 Million
Q1 2023

May 05, 2023
SELL
$31.9 - $35.83 $398,558 - $447,660
-12,494 Reduced 3.19%
378,603 $12.7 Million
Q4 2022

Feb 07, 2023
BUY
$30.23 - $35.36 $420,831 - $492,246
13,921 Added 3.69%
391,097 $13.1 Million
Q3 2022

Nov 01, 2022
SELL
$29.6 - $34.78 $157,531 - $185,099
-5,322 Reduced 1.39%
377,176 $11.2 Million
Q2 2022

Aug 01, 2022
BUY
$30.92 - $35.31 $11.8 Million - $13.5 Million
382,498 New
382,498 $12.1 Million

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email