Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 6,701 shares of DFIC stock, worth $220,663. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,701Holding current value
$220,663% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$947 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$545 Million8.43% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio