Instuitional Investor - Dopkins Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Dopkins Wealth Management, Llc |
| Portfolio Value | $244,805,992 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 946,601 | $37,475,948 | 15.31% | |
| 2. | Dimensional Etf Trust | 415,108 | $20,713,911 | 8.46% | |
| 3. | Dimensional Etf Trust | 426,581 | $19,874,400 | 8.12% | |
| 4. | Dimensional Etf Trust | 331,712 | $19,750,146 | 8.07% | |
| 5. | Dimensional Etf Trust | 219,344 | $10,565,799 | 4.32% |