Dopkins Wealth Management, LLC Sells in Q3 2024

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-149K
- 34.7%
$38.51 - $41.69 $5.75M - $6.23M
281K $11.7M
DFIV
Dimensional ETF Tr

ETFs
-115K
- 29.77%
$34.66 - $38.38 $3.98M - $4.41M
271K $10.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-37.5K
- 50.68%
$62.52 - $71.12 $2.34M - $2.66M
36.5K $2.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-124K
- 12.46%
$31.05 - $34.29 $3.86M - $4.26M
873K $29.9M
DFAX
Dimensional ETF Tr
-87.3K
- 37.48%
$24.29 - $27.25 $2.12M - $2.38M
146K $3.93M
DFAT
Dimensional ETF Tr U S Target

ETFs
-50.6K
- 15.05%
$51.0 - $57.07 $2.58M - $2.89M
286K $15.9M
AVEM
American Centy ETF Tr Avantis

ETFs
-26.9K
- 36.08%
$57.2 - $65.59 $1.54M - $1.77M
47.7K $3.08M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-43.3K
- 72.0%
$28.25 - $31.7 $1.22M - $1.37M
16.8K $518K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-21.8K
- 42.07%
$59.25 - $65.33 $1.29M - $1.43M
30K $1.95M
AVUV
American Centy ETF Tr Avantis

ETFs
-13.4K
- 62.62%
$88.24 - $99.7 $1.18M - $1.33M
7.98K $765K
AVLV
American Centy ETF Tr Avantis
-13.2K
- 70.63%
$60.05 - $65.83 $794K - $870K
5.5K $361K
AAPL
Apple Inc.

Technology
-4.66K
- 30.54%
$207.23 - $234.82 $966K - $1.09M
10.6K $2.47M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-16.8K
- 18.0%
$56.04 - $62.2 $940K - $1.04M
76.4K $4.76M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-19.2K
- 64.93%
N/A
10.4K $326K
SCHO
Schwab Short Term Us Treasury

ETFs
-12.4K
- 73.55%
$47.93 - $49.06 $594K - $608K
4.46K $218K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-14.6K
- 67.94%
$40.45 - $47.24 $589K - $688K
6.87K $322K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.16K
- 42.12%
$57.8 - $60.8 $472K - $496K
11.2K $677K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.21K
- 51.84%
$285.48 - $330.24 $346K - $400K
1.13K $362K
VUG
Vanguard Growth ETF

ETFs
-1.33K
- 9.39%
$341.08 - $391.94 $455K - $522K
12.9K $4.94M
PG
Procter & Gamble CO

Consumer Defensive
-2.1K
- 45.87%
$160.76 - $177.82 $338K - $374K
2.48K $429K
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.07K
- 13.8%
$240.48 - $267.94 $499K - $556K
13K $3.46M
NVDA
Nvidia Corp

Technology
-2.1K
- 41.18%
$98.91 - $134.91 $208K - $283K
3K $364K
VTI
Vanguard Total Stock Market Et

ETFs
-992
- 48.89%
$255.18 - $283.2 $253K - $281K
1.04K $293K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-7.29K
- 27.3%
$35.7 - $41.13 $260K - $300K
19.4K $783K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-8.11K
- 43.29%
$30.74 - $34.07 $249K - $276K
10.6K $362K
MSFT
Microsoft Corp

Technology
-374
- 13.99%
$395.15 - $467.56 $148K - $175K
2.3K $989K
MTB
M&T Bank Corp

Financial Services
-1.43K
- 55.18%
$146.49 - $179.85 $210K - $258K
1.16K $207K
XOM
Exxon Mobil Corp

Energy
-1.7K
- 18.89%
$109.72 - $119.0 $186K - $202K
7.29K $854K
DISV
Dimensional ETF Tr Dimensional

ETFs
-5.23K
- 41.88%
$26.06 - $29.18 $136K - $153K
7.25K $210K
CVX
Chevron Corp

Energy
-395
- 10.99%
$137.88 - $161.97 $54.5K - $64K
3.2K $471K
GE
General Electric CO

Industrials
-666
- 32.63%
$156.66 - $189.66 $104K - $126K
1.38K $259K
ADBE
Adobe Inc.

Technology
-32
- 3.85%
$508.13 - $586.55 $16.3K - $18.8K
800 $414K
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 5.21%
$161.02 - $200.0 $17.7K - $22K
2K $372K
DFAE
Dimensional ETF Tr

ETFs
-1.65K
- 12.61%
$24.46 - $27.82 $40.4K - $45.9K
11.4K $313K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 2.8%
$434.77 - $502.96 $65.2K - $75.4K
5.21K $2.54M
VBR
Vanguard Small Cap Value ETF

ETFs
-323
- 10.79%
$179.99 - $201.6 $58.1K - $65.1K
2.67K $536K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 5.9%
$520.18 - $576.82 $12K - $13.3K
367 $211K
Ea Series Trust
-146K
- 47.22%
N/A
163K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-285
- 4.36%
$57.32 - $62.65 $16.3K - $17.9K
6.25K $389K
VTV
Vanguard Value ETF

ETFs
-163
- 6.33%
$159.75 - $174.57 $26K - $28.5K
2.41K $421K
EFV
Msci Eafe Value ETF

ETFs
-247
- 4.35%
$51.72 - $57.96 $12.8K - $14.3K
5.43K $312K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-65
- 3.62%
$111.9 - $124.28 $7.27K - $8.08K
1.73K $214K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-500
- 3.73%
$33.74 - $37.96 $16.9K - $19K
12.9K $484K
VHT
Vanguard Health Care ETF

ETFs
-10
- 0.88%
$261.88 - $288.1 $2.62K - $2.88K
1.12K $316K
IBM
International Business Machines Corp

Technology
-300
- 7.69%
$175.1 - $223.38 $52.5K - $67K
3.6K $795K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.27K
- 4.62%
$56.16 - $68.57 $71K - $86.7K
26.1K $1.73M
Activity Summary
Buys All Purchases 9 New Holdings 7 Increased Positions 2 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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