Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 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 67,584 shares of DUHP stock, worth $2.21 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
67,584
Previous 59,108
14.34%
Holding current value
$2.21 Million
Previous $2 Million
12.12%
% of portfolio
1.18%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
406Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio