Dopkins Wealth Management, LLC Portfolio Holdings
Dopkins Wealth Management, LLC
- $158 Million
- Q2 2024
Dopkins Wealth Management, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $32.2M, Dimensional ETF Tr U S Target with a value of $17.4M, Dimensional ETF Tr Us Marketwi with a value of $16.9M, Dimensional ETF Tr with a value of $13.9M, and Dimensional ETF Tr with a value of $5.92M.
Examining the 13F form we can see an decrease of $749K in the current position value, from $158M to 158M.
Below you can find more details about Dopkins Wealth Management, LLC portfolio as well as his latest detailed transactions.