Dopkins Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 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 63,609 shares of DFEM stock, worth $2.1 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
63,609
Previous 56,796
12.0%
Holding current value
$2.1 Million
Previous $1.69 Million
21.01%
% of portfolio
0.9%
Previous 0.79%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
500Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio