Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $230 Million
- Q4 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 6,635 shares of DFIC stock, worth $221,476. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,635
Previous 6,701
0.98%
Holding current value
$221,476
Previous $219,000
0.91%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio