Dopkins Wealth Management, LLC Incresed Positions in Q4 2024

Dopkins Wealth Management, LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
165K
+ 58.86%
$40.38 - $44.35 $6.68M - $7.34M
447K $18.3M
DFIV
Dimensional ETF Tr

ETFs
157K
+ 58.11%
$34.86 - $37.97 $5.49M - $5.98M
428K $15.2M
AVDV
American Centy ETF Tr Avantis

ETFs
48.7K
+ 133.57%
$63.85 - $70.4 $3.11M - $3.43M
85.1K $5.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
9.97K
+ 76.93%
$264.18 - $304.19 $2.63M - $3.03M
22.9K $6.42M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
77.5K
+ 8.87%
$33.92 - $36.6 $2.63M - $2.84M
951K $32.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
47.6K
+ 424.21%
$57.78 - $60.4 $2.75M - $2.87M
58.8K $3.41M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
53.4K
+ 1299.78%
$47.65 - $48.6 $2.55M - $2.6M
57.6K $2.75M
DFAT
Dimensional ETF Tr U S Target

ETFs
41K
+ 14.35%
$54.54 - $61.04 $2.24M - $2.5M
327K $18.2M
AVEM
American Centy ETF Tr Avantis

ETFs
43.5K
+ 91.1%
$58.59 - $66.14 $2.55M - $2.88M
91.2K $5.36M
AVUV
American Centy ETF Tr Avantis

ETFs
22.7K
+ 284.81%
$94.37 - $106.41 $2.14M - $2.42M
30.7K $2.96M
AVLV
American Centy ETF Tr Avantis
29.6K
+ 538.53%
$65.51 - $71.22 $1.94M - $2.11M
35.1K $2.34M
DFAX
Dimensional ETF Tr
80.7K
+ 55.45%
$24.76 - $27.04 $2M - $2.18M
226K $5.62M
DUHP
Dimensional ETF Tr Dimensional

ETFs
48.5K
+ 456.15%
$33.62 - $35.69 $1.63M - $1.73M
59.1K $2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.59K
+ 407.55%
$316.94 - $357.88 $1.45M - $1.64M
5.72K $1.96M
DFAE
Dimensional ETF Tr

ETFs
55.7K
+ 486.97%
$25.36 - $28.15 $1.41M - $1.57M
67.1K $1.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11.9K
+ 371.04%
$111.85 - $120.71 $1.33M - $1.44M
15.1K $1.74M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.88K
+ 169.48%
$124.26 - $134.12 $1.23M - $1.33M
15.7K $2.02M
DISV
Dimensional ETF Tr Dimensional

ETFs
44.1K
+ 608.29%
$26.18 - $28.77 $1.16M - $1.27M
51.4K $1.36M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.2K
+ 57.28%
$63.58 - $71.15 $1.09M - $1.22M
47.3K $3.08M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
19.4K
+ 379.8%
$53.38 - $60.64 $1.04M - $1.18M
24.5K $1.34M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.9K
+ 470.59%
$74.5 - $78.37 $1.04M - $1.09M
16.9K $1.26M
MTB
M&T Bank Corp

Financial Services
4.8K
+ 412.37%
$172.48 - $221.95 $828K - $1.07M
5.96K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
10.2K
+ 458.86%
$87.85 - $98.6 $897K - $1.01M
12.4K $1.11M
VUG
Vanguard Growth ETF

ETFs
1.17K
+ 9.08%
$378.79 - $428.11 $442K - $500K
14K $5.76M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
22.5K
+ 115.97%
$37.33 - $40.39 $840K - $908K
41.9K $1.57M
AAPL
Apple Inc.

Technology
2.36K
+ 22.25%
$221.69 - $259.02 $523K - $611K
13K $3.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
20.5K
+ 297.88%
$39.22 - $47.52 $803K - $973K
27.3K $1.08M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.75K
+ 8.83%
$61.52 - $66.5 $415K - $449K
83.2K $5.31M
SCHO
Schwab Short Term Us Treasury

ETFs
27.2K
+ 610.56%
$24.06 - $48.88 $655K - $1.33M
31.7K $762K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.2K
+ 137.37%
N/A
24.6K $775K
XOM
Exxon Mobil Corp

Energy
4.7K
+ 64.45%
$105.51 - $125.37 $496K - $589K
12K $1.29M
NVDA
Nvidia Corp

Technology
2.55K
+ 85.13%
$117.0 - $148.88 $299K - $380K
5.55K $745K
VTI
Vanguard Total Stock Market Et

ETFs
1.13K
+ 109.35%
$280.04 - $302.45 $318K - $343K
2.17K $629K
CVX
Chevron Corp

Energy
1.91K
+ 59.78%
$141.15 - $162.53 $270K - $311K
5.11K $740K
XLK
Technology Sector Spdr

ETFs
975
+ 25.0%
$220.26 - $241.44 $215K - $235K
4.88K $1.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
149
+ 2.86%
$481.22 - $538.17 $71.7K - $80.2K
5.36K $2.74M
GE
General Electric CO

Industrials
1.19K
+ 86.18%
$159.95 - $194.23 $190K - $230K
2.56K $426K
IBM
International Business Machines Corp

Technology
441
+ 12.25%
$204.9 - $238.04 $90.4K - $105K
4.04K $888K
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 5.5%
$180.88 - $232.93 $19.9K - $25.6K
2.11K $462K
MSFT
Microsoft Corp

Technology
218
+ 9.48%
$406.35 - $454.46 $88.6K - $99.1K
2.52K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
325
+ 12.17%
$197.36 - $217.3 $64.1K - $70.6K
3K $593K
PG
Procter & Gamble CO

Consumer Defensive
400
+ 16.12%
$161.05 - $179.7 $64.4K - $71.9K
2.88K $482K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
285
+ 4.56%
$61.68 - $67.87 $17.6K - $19.3K
6.54K $407K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.2%
$554.08 - $632.68 $554 - $633
501 $295K
Ea Series Trust
169K
+ 103.71%
N/A
331K $0
EFV
Msci Eafe Value ETF

ETFs
332
+ 6.11%
$51.78 - $57.15 $17.2K - $19K
5.76K $302K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
20
+ 0.08%
$63.15 - $75.4 $1.26K - $1.51K
26.1K $1.68M
Activity Summary
Buys All Purchases 71 New Holdings 23 Increased Positions 48 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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