Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
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 19,108 shares of DUHP stock, worth $612,984. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,108
Previous 11,842
61.36%
Holding current value
$612,984
Previous $338,000
78.7%
% of portfolio
0.38%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio