DOPKINS WEALTH MANAGEMENT, LLC DFAT Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 326,115.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $16.79 Mil. This investment constitutes 8.54% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.17% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 7 purchases of DFAT, at an average price of $47.89, for a total of 442,738.00 shares. In addition, there have been 6 sales at an average price of $50.40 for 116,623.00 shares. Based on historical transaction data and DFAT's current price of $56.16, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFAT holdings is $2.99 Mil, reflecting a 14.10% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFAT ($56.16) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFAT ($56.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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