Dopkins Wealth Management, LLC Reduced Holdings in Q4 2025

Dopkins Wealth Management, LLC

  • $230 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.9K
- 0.87%
$55.75 - $58.83 $162K - $170K
332K $18.9M
NVDA
Nvidia Corp

Technology
-2.96K
- 70.72%
$179.83 - $207.04 $532K - $612K
1.22K $228K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.53K
- 6.5%
$142.79 - $150.05 $362K - $380K
36.5K $5.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
-249
- 1.03%
$291.71 - $309.36 $72.6K - $77K
24K $7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.83K
- 7.0%
$77.73 - $78.84 $143K - $145K
24.4K $1.9M
DFAX
Dimensional ETF Tr
-7.63K
- 3.79%
$30.71 - $32.34 $234K - $247K
194K $6.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2.7K
- 4.83%
$30.55 - $32.35 $82.5K - $87.4K
53.2K $1.67M
AVUV
American Centy ETF Tr Avantis

ETFs
-335
- 0.87%
$95.19 - $100.66 $31.9K - $33.7K
38K $3.71M
AAPL
Apple Inc.

Technology
-1.01K
- 7.75%
$245.27 - $275.25 $247K - $277K
12K $3.2M
XOM
Exxon Mobil Corp

Energy
-1.1K
- 16.3%
$110.64 - $119.78 $122K - $132K
5.65K $664K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-150
- 0.34%
$54.07 - $56.94 $8.11K - $8.54K
44K $2.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
-111
- 11.87%
$653.02 - $687.39 $72.5K - $76.3K
824 $548K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-975
- 1.1%
$37.18 - $38.47 $36.3K - $37.5K
88.1K $3.32M
IEMG
Ishares Inc

ETFs
-590
- 10.22%
N/A
5.18K $277K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-331
- 0.99%
$44.43 - $46.12 $14.7K - $15.3K
33K $1.49M
VBR
Vanguard Small Cap Value ETF

ETFs
-51
- 1.17%
$201.42 - $211.15 $10.3K - $10.8K
4.33K $888K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-144
- 2.27%
$394.96 - $425.89 $56.9K - $61.3K
6.19K $2.53M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-118
- 0.7%
$127.15 - $133.03 $15K - $15.7K
16.6K $2.16M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-480
- 2.31%
$43.84 - $45.35 $21K - $21.8K
20.3K $910K
DFAU
Dimensional ETF Tr

ETFs
-211
- 3.39%
$44.77 - $47.01 $9.45K - $9.92K
6.01K $276K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-15
- 2.44%
$426.99 - $455.46 $6.4K - $6.83K
601 $262K
IAU
Ishares Gold Trust

ETFs
-300
- 6.69%
$72.65 - $82.5 $21.8K - $24.8K
4.19K $322K
Ea Series Trust
-12.1K
- 2.99%
N/A
393K $0
DFIC
Dimensional ETF Tr Dimensional

ETFs
-66
- 0.98%
$32.24 - $33.72 $2.13K - $2.23K
6.64K $221K
AVLV
American Centy ETF Tr Avantis
-151
- 0.39%
$70.14 - $73.74 $10.6K - $11.1K
38.3K $2.78M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.84K
- 3.07%
$73.09 - $78.36 $208K - $223K
89.6K $6.95M
EFV
Msci Eafe Value ETF

ETFs
-86
- 1.51%
$66.73 - $70.99 $5.74K - $6.11K
5.62K $395K
IDEV
Ishares Core Msci Intl Develop

ETFs
-225
- 0.88%
$79.1 - $82.39 $17.8K - $18.5K
25.4K $2.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.06%
$589.5 - $635.77 $1.77K - $1.91K
5.35K $3.23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.82K
- 0.66%
$43.57 - $45.71 $123K - $129K
427K $19.2M
DFAE
Dimensional ETF Tr

ETFs
-1.18K
- 1.64%
$30.74 - $33.05 $36.2K - $38.9K
70.4K $2.29M
DFIV
Dimensional ETF Tr

ETFs
-9.66K
- 2.27%
$45.13 - $48.25 $436K - $466K
415K $19.9M
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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