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Home > Institutional Investor > Dopkins Wealth Management, Llc > 13F Holdings

Instuitional Investor - Dopkins Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)