DOPKINS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19041522026Q2
| Positions | 90 |
|---|
| Reported value | $275.2m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 90 (-2 vs prior quarter) |
|---|
| Reported value | $275.2m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 885,725 | $39.3m | 14.3% |
| YM=F DIMENSIONAL ETF TRUST | 401,368 | $22.1m | 8.0% |
| DFIV DIMENSIONAL ETF TRUST | 382,231 | $20.6m | 7.5% |
| DIMENSIONAL ETF TRUST | 292,783 | $20.5m | 7.4% |
| DFNM DIMENSIONAL ETF TRUST | 247,398 | $12.0m | 4.3% |
| BSVO EA SERIES TRUST | 397,068 | $11.6m | 4.2% |
| AVDV AMERICAN CENTY ETF TR | 104,024 | $10.7m | 3.9% |
| VBK VANGUARD INDEX FDS | 23,986 | $8.8m | 3.2% |
| AVEM AMERICAN CENTY ETF TR | 88,695 | $8.6m | 3.1% |
| ITOT ISHARES TR | 42,296 | $6.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904152")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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