Dopkins Wealth Management, LLC Purchases in Q4 2025

Dopkins Wealth Management, LLC

  • $230 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
51.9K
+ 30.96%
$47.98 - $48.33 $2.49M - $2.51M
219K $10.6M
XLK
Technology Sector Spdr

ETFs
3.93K
+ 100.03%
$278.39 - $304.13 $1.09M - $1.19M
7.86K $2.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.92K
+ 12.18%
$59.84 - $60.54 $594K - $601K
91.4K $5.48M
SHV
Ishares Tr

ETFs
3.26K
New
$110.15 - $110.49 $359K - $360K
3.26K $359K
PFE
Pfizer Inc

Healthcare
12.9K
New
$24.23 - $27.37 $313K - $353K
12.9K $323K
VNQ
Vanguard Specialized Funds Van

ETFs
2.46K
+ 21.25%
$88.13 - $92.69 $217K - $228K
14K $1.26M
SLV
I Shares Silver Trust

ETFs
4.14K
New
$42.4 - $49.17 $175K - $203K
4.14K $190K
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.03K
+ 8.76%
$46.68 - $48.34 $141K - $146K
37.6K $1.79M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.02K
+ 3.17%
$31.28 - $33.46 $63.1K - $67.5K
65.6K $2.17M
AVDV
American Centy ETF Tr Avantis

ETFs
15
+ 0.01%
$87.37 - $90.92 $1.31K - $1.36K
102K $9.19M
NYF
Ishares New York Muni Bond ETF

ETFs
1.16K
+ 9.2%
$53.26 - $53.83 $61.5K - $62.2K
13.7K $733K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
123
+ 0.01%
$37.61 - $39.41 $4.63K - $4.85K
947K $36.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
272
+ 0.34%
$71.0 - $74.64 $19.3K - $20.3K
79.3K $5.78M
DIHP
Dimensional ETF Tr Dimensional

ETFs
159
+ 0.22%
$30.11 - $31.43 $4.79K - $5K
72.1K $2.24M
DISV
Dimensional ETF Tr Dimensional

ETFs
824
+ 1.4%
$35.06 - $36.3 $28.9K - $29.9K
59.6K $2.14M
AMZN
Amazon Com Inc

Consumer Cyclical
9
+ 0.41%
$213.04 - $254.0 $1.92K - $2.29K
2.19K $512K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
113
+ 0.23%
$46.88 - $48.98 $5.3K - $5.53K
48.7K $2.35M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
491
+ 3.1%
$45.48 - $45.92 $22.3K - $22.5K
16.3K $745K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
543
+ 2.84%
$49.98 - $50.22 $27.1K - $27.3K
19.7K $985K
DFIS
Dimensional ETF Tr Dimensional

ETFs
371
+ 1.67%
$30.89 - $32.15 $11.5K - $11.9K
22.5K $708K
Dimensional ETF Trust
3.95K
+ 41.75%
N/A
13.4K $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.0%
N/A
23.4K $736K
ADBE
Adobe Inc.

Technology
3
+ 0.38%
$325.07 - $359.91 $975 - $1.08K
803 $261K
DFAS
Dimensional ETF Tr U S Small C

ETFs
90
+ 0.2%
$66.04 - $69.67 $5.94K - $6.27K
44.2K $2.97M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.4%
$609.01 - $751.67 $1.22K - $1.5K
503 $306K
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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