Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
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 10,628 shares of DUHP stock, worth $370,066. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,628
Previous 18,741
43.29%
Holding current value
$370,066
Previous $599,000
39.57%
% of portfolio
0.3%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
350Shares Held
212MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio