Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 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 56,176 shares of DISV stock, worth $1.66 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
56,176
Previous 51,372
9.35%
Holding current value
$1.66 Million
Previous $1.36 Million
19.87%
% of portfolio
0.86%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio