MSFP
DORM icon

Mark Sheptoff Financial Planning’s Dorman Products DORM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23
Closed -$2.82K – 506
2025
Q2 		$2.82K Buy
+23
New +$2.8K ﹤0.01% 445
2016
Q1 		– Sell
-1,250
Closed -$59K – 366
2015
Q4 		$59K Sell
1,250
-3,400
-73% -$166K 0.05% 156
2015
Q3 		$237K Buy
4,650
+850
+22% +$42.6K 0.21% 81
2015
Q2 		$181K Buy
+3,800
New +$185K 0.15% 107

Other funds holding DORM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return