Instuitional Investor - Dopkins Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Dopkins Wealth Management, Llc |
| Portfolio Value | $248,919,296 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 888,785 | $34,538,193 | 13.88% | |
| 2. | Dimensional Etf Trust | 387,218 | $20,437,380 | 8.21% | |
| 3. | Dimensional Etf Trust | 405,795 | $19,664,802 | 7.9% | |
| 4. | Dimensional Etf Trust | 297,224 | $18,561,618 | 7.46% | |
| 5. | Dimensional Etf Trust | 239,917 | $11,499,203 | 4.62% |