Instuitional Investor - Dopkins Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Dopkins Wealth Management, Llc |
| Portfolio Value | $128,551,856 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 946,012 | $27,651,855 | 21.51% | |
| 2. | Dimensional Etf Trust | 324,975 | $17,006,104 | 13.22% | |
| 3. | Dimensional Etf Trust | 416,424 | $15,499,377 | 12.05% | |
| 4. | Dimensional Etf Trust | 348,834 | $11,985,896 | 9.32% | |
| 5. | Ea Series Trust | 273,996 | $5,757,994 | 4.47% |
