Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $213 Million
- Q2 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 84,887 shares of DUHP stock, worth $3.23 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
84,887
Previous 67,584
25.6%
Holding current value
$3.23 Million
Previous $2.24 Million
34.79%
% of portfolio
1.41%
Previous 1.18%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio