DOPKINS WEALTH MANAGEMENT, LLC DFIV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 440,181.00 shares of Dimensional International Value ETF(DFIV), totaling $17.33 Mil. This investment constitutes 8.81% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.18% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 8 purchases of DFIV, at an average price of $33.96, for a total of 615,027.00 shares. In addition, there have been 5 sales at an average price of $35.35 for 174,846.00 shares. Based on historical transaction data and DFIV's current price of $43.19, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFIV holdings is $4.31 Mil, reflecting a 20.62% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFIV ($43.19) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFIV ($43.19) 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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