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 51,372 shares of DISV stock, worth $1.45 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

51,372

Previous 7,253 608.29%

Holding current value

$1.45 Million

Previous $210,000 549.52%

% of portfolio

0.72%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.18 - $28.77 $1.16 Million - $1.27 Million	44,119 Added 608.29%	51,372 $1.36 Million
Q3 2024 Nov 06, 2024	SELL	$26.06 - $29.18 $136,215 - $152,523	-5,227 Reduced 41.88%	7,253 $210,000
Q2 2024 Jul 30, 2024	SELL	$26.23 - $28.56 $3,934 - $4,284	-150 Reduced 1.19%	12,480 $335,000
Q1 2024 May 03, 2024	BUY	$24.73 - $27.24 $312,339 - $344,041	12,630 New	12,630 $343,000
Q4 2022 Feb 07, 2023	BUY	$18.45 - $22.54 $16,605 - $20,286	900 Added 3.17%	29,273 $650,000
Q3 2022 Nov 01, 2022	BUY	$18.36 - $22.57 $520,928 - $640,378	28,373 New	28,373 $527,000

Others Institutions Holding DISV

# of Institutions

323

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History