Dopkins Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Dopkins Wealth Management, LLC

$189 Million
Q4 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 83,200 shares of DFUS stock, worth $5.28 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

83,200

Previous 76,447 8.83%

Holding current value

$5.28 Million

Previous $4.76 Million 11.61%

% of portfolio

2.81%

Previous 3.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$61.52 - $66.5 $415,444 - $449,074	6,753 Added 8.83%	83,200 $5.31 Million
Q3 2024 Nov 06, 2024	SELL	$56.04 - $62.2 $940,351 - $1.04 Million	-16,780 Reduced 18.0%	76,447 $4.76 Million
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $61,796 - $67,892	1,148 Added 1.25%	93,227 $5.49 Million
Q1 2024 May 03, 2024	SELL	$50.79 - $56.98 $55,564 - $62,336	-1,094 Reduced 1.17%	92,079 $5.25 Million
Q4 2023 Jan 25, 2024	SELL	$44.51 - $52.0 $7,388 - $8,632	-166 Reduced 0.18%	93,173 $4.83 Million
Q3 2023 Nov 13, 2023	SELL	$46.29 - $49.87 $27,218 - $29,323	-588 Reduced 0.63%	93,339 $4.34 Million
Q2 2023 Aug 07, 2023	SELL	$43.77 - $48.16 $6,084 - $6,694	-139 Reduced 0.15%	93,927 $4.52 Million
Q1 2023 May 05, 2023	BUY	$41.24 - $45.43 $75,757 - $83,454	1,837 Added 1.99%	94,066 $4.18 Million
Q4 2022 Feb 07, 2023	SELL	$38.86 - $44.32 $2,098 - $2,393	-54 Reduced 0.06%	92,229 $3.84 Million
Q3 2022 Nov 01, 2022	SELL	$38.82 - $46.57 $94,332 - $113,165	-2,430 Reduced 2.57%	92,283 $3.58 Million
Q2 2022 Aug 01, 2022	BUY	$39.62 - $49.51 $208,955 - $261,115	5,274 Added 5.9%	94,713 $3.86 Million
Q1 2022 Apr 18, 2022	SELL	$45.16 - $52.01 $73,701 - $84,880	-1,632 Reduced 1.79%	89,439 $4.38 Million
Q4 2021 Jan 18, 2022	BUY	$47.05 - $51.98 $4.28 Million - $4.73 Million	91,071 New	91,071 $4.71 Million

Others Institutions Holding DFUS

# of Institutions

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History