Dopkins Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Dopkins Wealth Management, LLC

$227 Million
Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 429,405 shares of DFUV stock, worth $19.3 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares

429,405

Previous 453,430 5.3%

Holding current value

$19.3 Million

Previous $19.2 Million 0.1%

% of portfolio

8.46%

Previous 8.98%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$41.91 - $44.87 $1.01 Million - $1.08 Million	-24,025 Reduced 5.3%	429,405 $19.2 Million
Q2 2025 Jul 17, 2025	BUY	$36.25 - $42.28 $102,768 - $119,863	2,835 Added 0.63%	453,430 $19.2 Million
Q1 2025 Apr 22, 2025	BUY	$39.96 - $43.3 $161,318 - $174,802	4,037 Added 0.9%	450,595 $18.6 Million
Q4 2024 Feb 10, 2025	BUY	$40.38 - $44.35 $6.68 Million - $7.34 Million	165,459 Added 58.86%	446,558 $18.3 Million
Q3 2024 Nov 06, 2024	SELL	$38.51 - $41.69 $5.75 Million - $6.23 Million	-149,355 Reduced 34.7%	281,099 $11.7 Million

Q2 2024 Jul 30, 2024	SELL	$38.53 - $40.76 $372,623 - $394,189	-9,671 Reduced 2.2%	430,454 $16.9 Million
Q1 2024 May 03, 2024	BUY	$36.22 - $40.9 $858,450 - $969,370	23,701 Added 5.69%	440,125 $18 Million
Q4 2023 Jan 25, 2024	SELL	$31.85 - $37.39 $237,569 - $278,892	-7,459 Reduced 1.76%	416,424 $15.5 Million
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $1.35 Million - $1.45 Million	39,935 Added 10.4%	423,883 $14.4 Million
Q2 2023 Aug 07, 2023	BUY	$32.32 - $34.5 $172,750 - $184,402	5,345 Added 1.41%	383,948 $13.2 Million
Q1 2023 May 05, 2023	SELL	$31.9 - $35.83 $398,558 - $447,660	-12,494 Reduced 3.19%	378,603 $12.7 Million
Q4 2022 Feb 07, 2023	BUY	$30.23 - $35.36 $420,831 - $492,246	13,921 Added 3.69%	391,097 $13.1 Million
Q3 2022 Nov 01, 2022	SELL	$29.6 - $34.78 $157,531 - $185,099	-5,322 Reduced 1.39%	377,176 $11.2 Million
Q2 2022 Aug 01, 2022	BUY	$30.92 - $35.31 $11.8 Million - $13.5 Million	382,498 New	382,498 $12.1 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History