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 12,953 shares of DFAU stock, worth $495,193. This represents 0.28% of its overall portfolio holdings.

Number of Shares

12,953

Holding current value

$495,193

% of portfolio

0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$39.27 - $42.38 $508,664 - $548,948	12,953 New	12,953 $524,000
Q2 2024 Jul 30, 2024	SELL	$34.53 - $37.67 $71,477 - $77,976	-2,070 Reduced 11.75%	15,546 $582,000
Q1 2024 May 03, 2024	BUY	$32.59 - $36.54 $100,963 - $113,200	3,098 Added 21.34%	17,616 $643,000
Q4 2023 Jan 25, 2024	SELL	$28.58 - $33.37 $90,741 - $105,949	-3,175 Reduced 17.94%	14,518 $482,000
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $94,583 - $102,012	3,175 Added 21.87%	17,693 $529,000
Q2 2023 Aug 07, 2023	SELL	$28.25 - $30.99 $197,750 - $216,930	-7,000 Reduced 32.53%	14,518 $449,000
Q2 2022 Aug 01, 2022	SELL	$25.69 - $31.79 $49,581 - $61,354	-1,930 Reduced 8.23%	21,518 $569,000
Q1 2022 Apr 18, 2022	SELL	$29.18 - $33.24 $2,947 - $3,357	-101 Reduced 0.43%	23,448 $739,000
Q4 2021 Jan 18, 2022	BUY	$30.17 - $33.15 $710,473 - $780,649	23,549 New	23,549 $777,000

Others Institutions Holding DFAU

# of Institutions

483

Shares Held

2.18B

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Dopkins Wealth Management, LLC Dimensional ETF Tr Transaction History