DOPKINS WEALTH MANAGEMENT, LLC DFSV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 56,254.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $1.66 Mil. This investment constitutes 0.74% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 5 purchases of DFSV, at an average price of $29.20, for a total of 135,141.00 shares. In addition, there have been 2 sales at an average price of $28.95 for 78,887.00 shares. Based on historical transaction data and DFSV's current price of $30.81, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFSV holdings is $70,936.87, reflecting a 1.80% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFSV ($30.81) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFSV ($30.81) 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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