Instuitional Investor - Dopkins Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Dopkins Wealth Management, Llc |
| Portfolio Value | $196,344,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 950,604 | $32,881,389 | 16.74% | |
| 2. | Dimensional Etf Trust | 446,558 | $18,273,168 | 9.3% | |
| 3. | Dimensional Etf Trust | 326,625 | $18,179,928 | 9.25% | |
| 4. | Dimensional Etf Trust | 428,361 | $15,198,253 | 7.74% | |
| 5. | Ea Series Trust | 331,426 | $7,175,379 | 3.65% |
