Dopkins Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 44,147 shares of DFAS stock, worth $2.98 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
44,147
Previous 44,057
0.2%
Holding current value
$2.98 Million
Previous $2.81 Million
7.7%
% of portfolio
1.33%
Previous 1.31%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio