DOPKINS WEALTH MANAGEMENT, LLC - Portfolio overview

DOPKINS WEALTH MANAGEMENT, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.77%
2. DFIV - DIMENSIONAL ETF TRUST, 8.15%
3. DFUV - DIMENSIONAL ETF TRUST, 7.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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