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DaVita shares owned by Dopkins Wealth Management

Quarter-by-quarter ownership of DaVita (DVA) shares owned by Dopkins Wealth Management from 13F filings

Historical chart of Dopkins Wealth Management investment in DaVita

Tip: Access up to 7 years of quarterly data

All positions including DaVita held by Dopkins Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DaVita by Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 1.5k 163.93
2024-06-30 $208k 1.5k 138.57
2024-03-31 $207k 1.5k 138.05

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ryan Specialty Holdings Cl A (RYAN)

View all positions for Dopkins Wealth Management

Top funds holding DaVita

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Invesco
Morgan Stanley
8 Knots Management
Geode Capital Management
LSV Asset Management
Citadel Advisors
Dimensional Fund Advisors
Select Equity
Gates Capital Management
Bank of America Corporation

View all funds holding DaVita