DOPKINS WEALTH MANAGEMENT, LLC DFUV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 453,430.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $19.17 Mil. This investment constitutes 8.6% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 8 purchases of DFUV, at an average price of $36.03, for a total of 637,731.00 shares. In addition, there have been 5 sales at an average price of $39.48 for 184,301.00 shares. Based on historical transaction data and DFUV's current price of $42.70, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFUV holdings is $3.66 Mil, reflecting a 15.92% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFUV ($42.70) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFUV ($42.70) 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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