Dopkins Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Dopkins Wealth Management, LLC
- $213 Million
- Q2 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 44,057 shares of DFAS stock, worth $2.85 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
44,057
Previous 45,578
3.34%
Holding current value
$2.85 Million
Previous $2.72 Million
3.05%
% of portfolio
1.31%
Previous 1.44%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio