Dopkins Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 334,609 shares of DFAT stock, worth $19.1 Million. This represents 8.59% of its overall portfolio holdings.
Number of Shares
334,609
Previous 338,448
1.13%
Holding current value
$19.1 Million
Previous $18.3 Million
6.65%
% of portfolio
8.59%
Previous 8.56%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio