Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 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 67,126 shares of DFAE stock, worth $1.78 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
67,126
Previous 11,436
486.97%
Holding current value
$1.78 Million
Previous $313,000
443.77%
% of portfolio
0.9%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$411 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio