Dopkins Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Dopkins Wealth Management, LLC
- $230 Million
- Q4 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 426,581 shares of DFUV stock, worth $19.2 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
426,581
Previous 429,405
0.66%
Holding current value
$19.2 Million
Previous $19.2 Million
0.12%
% of portfolio
8.35%
Previous 8.46%
Shares
15 transactions
Others Institutions Holding DFUV
# of Institutions
773Shares Held
247MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio