Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Dopkins Wealth Management, LLC

$189 Million
Q4 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 59,108 shares of DUHP stock, worth $1.96 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

59,108

Previous 10,628 456.15%

Holding current value

$1.96 Million

Previous $362,000 451.66%

% of portfolio

1.06%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$33.62 - $35.69 $1.63 Million - $1.73 Million	48,480 Added 456.15%	59,108 $2 Million
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

393

Shares Held

219M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History