Dopkins Wealth Management, LLC Purchases in Q3 2025

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48.4K
+ 40.64%
$47.18 - $48.17 $2.28M - $2.33M
167K $8.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.5K
+ 9.85%
$135.0 - $146.02 $472K - $511K
39K $5.68M
AAPL
Apple Inc.

Technology
3
+ 0.02%
$202.38 - $256.87 $607 - $771
13K $3.31M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10.4K
+ 193.15%
$44.22 - $45.74 $461K - $477K
15.8K $721K
NYF
Ishares New York Muni Bond ETF

ETFs
8.08K
+ 180.46%
$51.6 - $53.44 $417K - $432K
12.6K $669K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.87K
+ 22.87%
$76.16 - $78.59 $371K - $383K
26.2K $2.05M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.81K
+ 12.0%
$29.55 - $32.52 $201K - $222K
63.6K $2.04M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.14K
+ 4.88%
$35.76 - $37.93 $148K - $157K
89K $3.36M
AVUV
American Centy ETF Tr Avantis

ETFs
181
+ 0.47%
$90.37 - $102.12 $16.4K - $18.5K
38.4K $3.82M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.57K
+ 4.56%
$32.78 - $35.79 $84.1K - $91.8K
58.8K $2.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
90
+ 0.2%
$63.41 - $69.69 $5.71K - $6.27K
44.1K $3.02M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.4K
+ 5.76%
$74.68 - $80.26 $104K - $112K
25.7K $2.06M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.94K
+ 7.38%
$28.69 - $30.59 $142K - $151K
71.9K $2.18M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.99K
+ 3.81%
$58.97 - $60.36 $176K - $180K
81.5K $4.89M
NVDA
Nvidia Corp

Technology
9
+ 0.22%
$153.3 - $186.58 $1.38K - $1.68K
4.18K $780K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
13.1K
+ 83.8%
$6.43 - $6.98 $84K - $91.2K
28.6K $197K
VNQ
Vanguard Specialized Funds Van

ETFs
590
+ 5.37%
$88.47 - $93.24 $52.2K - $55K
11.6K $1.06M
MSFT
Microsoft Corp

Technology
31
+ 1.22%
$491.09 - $535.64 $15.2K - $16.6K
2.57K $1.33M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
68
+ 2.31%
$236.25 - $257.69 $16.1K - $17.5K
3.01K $771K
DFSD
Dimensional ETF Tr Short Durat

ETFs
657
+ 1.47%
$47.86 - $48.43 $31.4K - $31.8K
45.3K $2.18M
MTB
M&T Bank Corp

Financial Services
83
+ 2.05%
$183.74 - $204.05 $15.3K - $16.9K
4.12K $814K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
347
+ 1.85%
$49.78 - $50.75 $17.3K - $17.6K
19.1K $969K
IEMG
Ishares Inc

ETFs
15
+ 0.26%
N/A
5.77K $309K
Dimensional ETF Trust
1.13K
+ 13.6%
N/A
9.46K $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.0%
N/A
23.4K $736K
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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