Dopkins Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 946,478 shares of DFAC stock, worth $36.6 Million. This represents 16.1% of its overall portfolio holdings.
Number of Shares
946,478
Previous 946,921
0.05%
Holding current value
$36.6 Million
Previous $33.9 Million
7.57%
% of portfolio
16.1%
Previous 15.9%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio