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 10,628 shares of DUHP stock, worth $366,028. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,628
Previous 18,741 43.29%
Holding current value
$366,028
Previous $599,000 39.57%
% of portfolio
0.3%
Previous 0.38%

Shares

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

Nov 06, 2024
SELL
$30.74 - $34.07 $249,393 - $276,409
-8,113 Reduced 43.29%
10,628 $362,000
Q2 2024

Jul 30, 2024
SELL
$29.72 - $32.4 $10,907 - $11,890
-367 Reduced 1.92%
18,741 $599,000
Q1 2024

May 03, 2024
BUY
$28.16 - $31.61 $204,610 - $229,678
7,266 Added 61.36%
19,108 $604,000
Q4 2023

Jan 25, 2024
BUY
$24.79 - $28.64 $293,563 - $339,154
11,842 New
11,842 $338,000

Others Institutions Holding DUHP

# of Institutions
328
Shares Held
207M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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