Instuitional Investor - Dopkins Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Dopkins Wealth Management, Llc |
| Portfolio Value | $196,705,837 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 947,336 | $31,252,606 | 15.89% | |
| 2. | Dimensional Etf Trust | 450,595 | $18,569,015 | 9.44% | |
| 3. | Dimensional Etf Trust | 440,181 | $17,325,540 | 8.81% | |
| 4. | Dimensional Etf Trust | 326,115 | $16,791,649 | 8.54% | |
| 5. | Ea Series Trust | 347,658 | $6,758,469 | 3.44% |
