Dopkins Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Dopkins Wealth Management, LLC
- $213 Million
- Q2 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 6,793 shares of DFCF stock, worth $287,479. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,793
Previous 6,709
1.25%
Holding current value
$287,479
Previous $282,000
1.77%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio