Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 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 7,253 shares of DISV stock, worth $195,831. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,253
Previous 12,480 41.88%
Holding current value
$195,831
Previous $335,000 37.31%
% of portfolio
0.17%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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