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WR Wealth Planners’s Dorman Products DORM Stock Holding History

WR Wealth Planners’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
2024
Q4 		$389 Buy
+3
New +$384 ﹤0.01% 1014

Other funds holding DORM

BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WR Wealth Planners's DORM Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Dorman Products (DORM) in Q4 2024: 3 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

339 funds tracked by Wall St. Rank hold DORM as of Q4 2024.

  • WR Wealth Planners held 3 shares of Dorman Products worth $389 as of Q4 2024.
  • Dorman Products was a new WR Wealth Planners position in Q4 2024.
  • Dorman Products made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1014 holding.
  • 339 funds tracked by Wall St. Rank held Dorman Products as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.