Dopkins Wealth Management, LLC Portfolio Holdings
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
Dopkins Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 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 $31.3M, Dimensional ETF Tr Us Marketwi with a value of $18.6M, Dimensional ETF Tr with a value of $17.3M, Dimensional ETF Tr U S Target with a value of $16.8M, and Vanguard Small Cap Growth ETF with a value of $6.21M.
Examining the 13F form we can see an increase of $779K in the current position value, from $189M to 190M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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