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

Dopkins Wealth Management, LLC

  • $189 Million
  • Q4 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 446,558 shares of DFUV stock, worth $18.9 Million. This represents 9.68% of its overall portfolio holdings.

Number of Shares
446,558
Previous 281,099 58.86%
Holding current value
$18.9 Million
Previous $11.7 Million 55.93%
% of portfolio
9.68%
Previous 9.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$40.38 - $44.35 $6.68 Million - $7.34 Million
165,459 Added 58.86%
446,558 $18.3 Million
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
700
Shares Held
275M
Call Options Held
0
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
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