Dopkins Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 27,207 shares of DFEM stock, worth $723,162. This represents 0.38% of its overall portfolio holdings.
Number of Shares
27,207
Previous 23,601
15.28%
Holding current value
$723,162
Previous $618,000
16.34%
% of portfolio
0.38%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
154MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio