Dopkins Wealth Management Q2 2026 Portfolio Activity

Dopkins Wealth Management, Llc significantly increased its holdings in Dimensional Fund Trust ETFs (DFNM, DFIV, DFAT, DFUV) and Vanguard ETFs (VUG, MGK, VGIT), while reducing positions elsewhere.

By Insiderset.Jul 16, 2026, 5:43 PM
DFAC
DFIV
DFUV
DFAT
BSVO
DFNM
Dopkins Wealth Management, Llc
Dopkins Wealth Management Q2 2026 Portfolio Activity
Dopkins Wealth Management, Llc significantly increased its holdings in Dimensional Fund Trust ETFs (DFNM, DFIV, DFAT, DFUV) and Vanguard ETFs (VUG, MGK, VGIT), while reducing positions elsewhere.