Dopkins Wealth Management, LLC Incresed Positions in Q1 2025

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
11.8K
+ 2.76%
$35.33 - $40.77 $418K - $482K
440K $17.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
19.8K
+ 34.43%
$47.35 - $48.24 $938K - $956K
77.4K $3.68M
AVDV
American Centy ETF Tr Avantis

ETFs
4.03K
+ 4.74%
$63.74 - $71.96 $257K - $290K
89.2K $6.22M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
10.7K
+ 25.52%
$37.06 - $41.11 $396K - $439K
52.6K $2.1M
AVEM
American Centy ETF Tr Avantis

ETFs
6.24K
+ 6.84%
$57.11 - $62.4 $356K - $389K
97.4K $5.86M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.85K
+ 11.65%
$57.44 - $59.4 $393K - $407K
65.6K $3.9M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.8K
+ 32.2%
$38.22 - $41.19 $336K - $363K
36.1K $1.46M
VBR
Vanguard Small Cap Value ETF

ETFs
1.8K
+ 60.11%
$183.02 - $207.75 $330K - $374K
4.8K $893K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.04K
+ 0.9%
$39.96 - $43.3 $161K - $175K
451K $18.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.44K
+ 15.55%
$46.74 - $47.55 $254K - $259K
40.4K $1.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.05K
+ 18.08%
$73.78 - $76.59 $225K - $234K
19.9K $1.52M
DFAE
Dimensional ETF Tr

ETFs
8.29K
+ 12.35%
$24.64 - $26.86 $204K - $223K
75.4K $1.95M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.48K
+ 14.34%
$32.57 - $35.82 $276K - $304K
67.6K $2.24M
AVLV
American Centy ETF Tr Avantis
4.22K
+ 12.03%
$63.51 - $70.42 $268K - $297K
39.3K $2.56M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.62K
+ 17.32%
$108.02 - $120.45 $283K - $315K
17.7K $1.95M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.64K
+ 10.69%
$25.1 - $27.85 $116K - $129K
48K $1.29M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.6K
+ 32.97%
$48.43 - $49.9 $174K - $179K
14.5K $723K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.46K
+ 19.57%
$36.91 - $41.03 $128K - $142K
21.2K $839K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.84K
+ 4.98%
$33.57 - $37.22 $61.6K - $68.3K
38.7K $1.39M
IDEV
Ishares Core Msci Intl Develop

ETFs
917
+ 7.88%
$63.77 - $71.36 $58.5K - $65.4K
12.5K $864K
GE
General Electric CO

Industrials
128
+ 5.0%
$168.59 - $212.13 $21.6K - $27.2K
2.69K $538K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.61K
+ 15.28%
$25.35 - $27.46 $91.4K - $99K
27.2K $719K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.53K
+ 14.38%
$49.34 - $55.91 $174K - $197K
28.1K $1.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
826
+ 14.45%
$307.43 - $357.48 $254K - $295K
6.54K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
301
+ 13.86%
$271.18 - $303.12 $81.6K - $91.2K
2.47K $679K
DFIS
Dimensional ETF Tr Dimensional

ETFs
424
+ 1.78%
$23.92 - $26.89 $10.1K - $11.4K
24.2K $625K
PEP
Pepsico Inc

Consumer Defensive
268
+ 15.47%
$142.64 - $156.42 $38.2K - $41.9K
2K $299K
IEMG
Ishares Inc

ETFs
333
+ 7.8%
N/A
4.6K $246K
ITOT
Ishares Core S&P Total U.S. St

ETFs
980
+ 6.24%
$120.29 - $134.6 $118K - $132K
16.7K $2.04M
DFAR
Dimensional ETF Tr Dimensional

ETFs
261
+ 2.72%
$22.35 - $24.52 $5.83K - $6.4K
9.85K $234K
Ea Series Trust
16.2K
+ 4.9%
N/A
348K $0
Ge Vernova Inc
31
+ 4.87%
N/A
668 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
21
+ 2.43%
$237.72 - $276.98 $4.99K - $5.82K
884 $216K
MTB
M&T Bank Corp

Financial Services
273
+ 4.58%
$170.47 - $201.98 $46.5K - $55.1K
6.24K $1.11M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.25K
+ 8.57%
$27.56 - $32.1 $200K - $233K
91.8K $2.58M
MSFT
Microsoft Corp

Technology
20
+ 0.79%
$375.39 - $447.2 $7.51K - $8.94K
2.54K $952K
XLK
Technology Sector Spdr

ETFs
27
+ 0.55%
$206.38 - $242.18 $5.57K - $6.54K
4.9K $1.01M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.73K
+ 7.56%
$247.97 - $296.33 $430K - $514K
24.7K $6.21M
AAPL
Apple Inc.

Technology
28
+ 0.22%
$209.68 - $247.1 $5.87K - $6.92K
13K $2.88M
VUG
Vanguard Growth ETF

ETFs
35
+ 0.25%
$369.1 - $427.61 $12.9K - $15K
14.1K $5.22M
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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