Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 11,436 shares of DFAE stock, worth $295,506. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,436
Previous 13,086 12.61%
Holding current value
$295,506
Previous $338,000 7.4%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Nov 06, 2024
SELL
$24.46 - $27.82 $40,359 - $45,903
-1,650 Reduced 12.61%
11,436 $313,000
Q2 2024

Jul 30, 2024
SELL
$24.03 - $26.3 $5,815 - $6,364
-242 Reduced 1.82%
13,086 $338,000
Q1 2024

May 03, 2024
BUY
$22.74 - $24.88 $303,078 - $331,600
13,328 New
13,328 $329,000

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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