Dopkins Wealth Management, LLC Portfolio Holdings
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
Dopkins Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 86 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 Us Marketwi with a value of $18.3M, Dimensional ETF Tr U S Target with a value of $18.2M, Dimensional ETF Tr with a value of $15.2M, and Vanguard Small Cap Growth ETF with a value of $6.42M.
Examining the 13F form we can see an increase of $68.7M in the current position value, from $120M to 189M.
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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