Dopkins Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Dopkins Wealth Management, LLC
- $213 Million
- Q2 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 453,430 shares of DFUV stock, worth $20.4 Million. This represents 8.98% of its overall portfolio holdings.
Number of Shares
453,430
Previous 450,595
0.63%
Holding current value
$20.4 Million
Previous $18.6 Million
3.24%
% of portfolio
8.98%
Previous 9.8%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio