Dopkins Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Dopkins Wealth Management, LLC

$230 Million
Q4 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 47,417 shares of DFSD stock, worth $2.29 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

47,417

Previous 45,282 4.71%

Holding current value

$2.29 Million

Previous $2.18 Million 4.72%

% of portfolio

0.99%

Previous 0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$48.17 - $48.5 $102,842 - $103,547	2,135 Added 4.71%	47,417 $2.29 Million
Q3 2025 Oct 14, 2025	BUY	$47.86 - $48.43 $31,444 - $31,818	657 Added 1.47%	45,282 $2.18 Million
Q2 2025 Jul 17, 2025	BUY	$47.09 - $48.01 $197,165 - $201,017	4,187 Added 10.35%	44,625 $2.14 Million
Q1 2025 Apr 22, 2025	BUY	$46.74 - $47.55 $254,312 - $258,719	5,441 Added 15.55%	40,438 $1.92 Million
Q4 2024 Feb 10, 2025	BUY	$46.75 - $47.8 $1.64 Million - $1.67 Million	34,997 New	34,997 $1.64 Million

Q2 2024 Jul 30, 2024	BUY	$46.64 - $47.15 $782,059 - $790,611	16,768 Added 143.12%	28,484 $1.34 Million
Q1 2024 May 03, 2024	BUY	$46.78 - $47.19 $548,074 - $552,878	11,716 New	11,716 $551,000

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

86.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Dopkins Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History