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 16,848 shares of DFSV stock, worth $520,771. This represents 0.43% of its overall portfolio holdings.

Number of Shares
16,848
Previous 60,165 72.0%
Holding current value
$520,771
Previous $1.73 Million 70.08%
% of portfolio
0.43%
Previous 1.1%

Shares

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

Nov 06, 2024
SELL
$28.25 - $31.7 $1.22 Million - $1.37 Million
-43,317 Reduced 72.0%
16,848 $518,000
Q2 2024

Jul 30, 2024
BUY
$27.81 - $30.13 $48,278 - $52,305
1,736 Added 2.97%
60,165 $1.73 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $148,614 - $162,961
5,414 Added 10.21%
58,429 $1.76 Million
Q4 2023

Jan 25, 2024
BUY
$23.61 - $29.53 $1.25 Million - $1.57 Million
53,015 New
53,015 $1.54 Million

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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