Dopkins Wealth Management
Latest statistics and disclosures from Dopkins Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAT, DFUV, DFIV, BSVO, and represent 60.60% of Dopkins Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSV, DUHP, DFIS, AVUV, GSLC, MGK, AVLV, AVDV, AVEM, DIHP.
- Started 5 new stock positions in DFIS, GSLC, DFSV, DUHP, MGK.
- Reduced shares in these 10 stocks: DFAC, DFAT, DFIV, , BSVO, ITOT, DFAX, , UNP, PG.
- Sold out of its positions in CVX, COP, XOM, GE, IBM, ITOT, IDEV, PG, UNP, VOOG. BSV, VTIP, VGIT, VOT, WM.
- Dopkins Wealth Management was a net seller of stock by $-17M.
- Dopkins Wealth Management has $129M in assets under management (AUM), dropping by -2.67%.
- Central Index Key (CIK): 0001904152
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Dopkins Wealth Management holds 45 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Dopkins Wealth Management
SEC 13F filings are viewable for Dopkins Wealth Management going back to 2021
- Dopkins Wealth Management 2023 Q4 filed Jan. 26, 2024
- Dopkins Wealth Management 2023 Q3 filed Nov. 13, 2023
- Dopkins Wealth Management 2023 Q2 filed Aug. 7, 2023
- Dopkins Wealth Management 2023 Q1 filed May 5, 2023
- Dopkins Wealth Management 2022 Q4 filed Feb. 7, 2023
- Dopkins Wealth Management 2022 Q3 filed Nov. 1, 2022
- Dopkins Wealth Management 2022 Q2 filed Aug. 1, 2022
- Dopkins Wealth Management 2022 Q1 filed April 18, 2022
- Dopkins Wealth Management 2021 Q4 filed Jan. 18, 2022