account_balance
Investment manager · 13F filer · SEC CIK 1904152
Dopkins Wealth Management, LLC
Reported value$214Mas of Sep 30, 2026
Positions96 11 new, 5 sold out
Top 10 weight52.5%DFUV alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
10.2%
DFIVDimensional ETF Trust
9.8%
AVDVAmerican Centy ETF Tr
5.3%
BSVOEa Series Trust
5.2%
DFNMDimensional ETF Trust
4.8%Trimmed −10%
VBKVanguard Index FDS
3.8%
AVEMAmerican Centy ETF Tr
3.8%Trimmed −2%
ITOTiShares Tr
3.4%Added +3%
VUGVanguard Index FDS
3.3%
VGITVanguard Scottsdale FDS
3.0%Added +8%
DFUSDimensional ETF Trust
2.9%
AAPLApple Inc.
2.7%
DFUVDimensional ETF Trust
10.2%
DFIVDimensional ETF Trust
9.8%
AVDVAmerican Centy ETF Tr
5.3%
BSVOEa Series Trust
5.2%
DFNMDimensional ETF Trust
4.8%−10%
VBKVanguard Index FDS
3.8%
AVEMAmerican Centy ETF Tr
3.8%
ITOTiShares Tr
3.4%
VUGVanguard Index FDS
3.3%
VGIT3.0%
DFUS2.9%
AAPL2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUV Dimensional ETF Trust 10.2% Held
DFIV Dimensional ETF Trust 9.8% Held
AVDV American Centy ETF Tr 5.3% Held
BSVO Ea Series Trust 5.2% Held
DFNM Dimensional ETF Trust 4.8% Trimmed −10%
VBK Vanguard Index FDS 3.8% Held
AVEM American Centy ETF Tr 3.8% Trimmed −2%
ITOT iShares Tr 3.4% Added +3%
VUG Vanguard Index FDS 3.3% Held
VGIT Vanguard Scottsdale FDS 3.0% Added +8%
DFUS Dimensional ETF Trust 2.9% Held
AAPL Apple Inc. 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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