Dopkins Wealth Management, LLC Incresed Positions in Q2 2025

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.8K
+ 112.63%
$108.12 - $135.04 $2.03M - $2.54M
35.5K $4.79M
AVDV
American Centy ETF Tr Avantis

ETFs
14.6K
+ 16.4%
$61.76 - $79.32 $903K - $1.16M
104K $8.23M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
41.7K
+ 53.9%
$46.77 - $47.89 $1.95M - $2M
119K $5.65M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.3K
+ 3.78%
$44.8 - $53.97 $553K - $666K
338K $18.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.7K
+ 93.45%
$61.79 - $76.67 $724K - $899K
24.3K $1.85M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.6K
+ 108.76%
$23.4 - $29.68 $692K - $878K
56.8K $1.69M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
17K
+ 60.62%
$44.22 - $52.08 $752K - $886K
45.1K $2.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
952
+ 3.86%
$219.76 - $276.94 $209K - $264K
25.6K $7.09M
AVUV
American Centy ETF Tr Avantis

ETFs
7.65K
+ 25.02%
$75.17 - $91.21 $575K - $697K
38.2K $3.48M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.9K
+ 19.6%
$58.63 - $59.9 $754K - $770K
78.5K $4.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.9K
+ 39.45%
$24.32 - $29.74 $461K - $563K
67K $1.97M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.84K
+ 0.63%
$36.25 - $42.28 $103K - $120K
453K $19.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
620
+ 0.79%
$53.65 - $67.02 $33.3K - $41.6K
79.2K $5.31M
MGK
Vanguard Mega Cap Growth ETF

ETFs
110
+ 1.68%
$273.67 - $366.17 $30.1K - $40.3K
6.65K $2.44M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
117
+ 0.22%
$36.01 - $45.69 $4.21K - $5.35K
52.7K $2.41M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.3K
+ 29.64%
$49.57 - $50.27 $213K - $216K
18.8K $945K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.19K
+ 10.35%
$47.09 - $48.01 $197K - $201K
44.6K $2.14M
DISV
Dimensional ETF Tr Dimensional

ETFs
64
+ 0.11%
$25.93 - $32.91 $1.66K - $2.11K
56.2K $1.85M
NVDA
Nvidia Corp

Technology
2
+ 0.05%
$94.31 - $157.99 $189 - $316
4.17K $659K
AVLV
American Centy ETF Tr Avantis
755
+ 1.92%
$56.85 - $68.21 $42.9K - $51.5K
40.1K $2.73M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.4K
+ 7.05%
$75.05 - $77.34 $105K - $109K
21.3K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 4.74%
$167.32 - $223.3 $16.7K - $22.3K
2.21K $484K
IEMG
Ishares Inc

ETFs
1.16K
+ 25.13%
N/A
5.76K $308K
VNQ
Vanguard Specialized Funds Van

ETFs
492
+ 4.69%
$79.79 - $91.42 $39.3K - $45K
11K $978K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
84
+ 1.25%
$41.1 - $42.37 $3.45K - $3.56K
6.79K $287K
Ea Series Trust
80.7K
+ 23.21%
N/A
428K $0
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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