Dopkins Wealth Management, LLC Portfolio Holdings
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
Dopkins Wealth Management, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $158 Million distributed in 84 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 $32.9M, Dimensional ETF Tr U S Target with a value of $18.8M, Dimensional ETF Tr Us Marketwi with a value of $18M, Dimensional ETF Tr with a value of $14.1M, and Dimensional ETF Tr with a value of $6.03M.
Examining the 13F form we can see an increase of $35.6M in the current position value, from $123M to 158M.
Below you can find more details about Dopkins Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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