Dopkins Wealth Management, LLC Portfolio Holdings
Dopkins Wealth Management, LLC
- $230 Million
- Q4 2025
Dopkins Wealth Management, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $230 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $36.6M, Dimensional ETF Tr with a value of $19.9M, Dimensional ETF Tr Us Marketwi with a value of $19.2M, Dimensional ETF Tr U S Target with a value of $18.9M, and Dimensional ETF Tr Natl Mun Bd with a value of $10.6M.
Examining the 13F form we can see an increase of $3.47M in the current position value, from $227M to 230M.
Below you can find more details about Dopkins Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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