Institutions / Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC
CIK 1904152 · Institution · as of Dec 31, 2025
Portfolio value
$244.81M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $37.48M | 15.3% |
| Dimensional ETF Trust | $20.71M | 8.5% |
| Dimensional ETF Trust | $19.87M | 8.1% |
| Dimensional ETF Trust | $19.75M | 8.1% |
| Dimensional ETF Trust | $10.57M | 4.3% |
| American Centy ETF Tr | $9.58M | 3.9% |
| Ea Series Trust | $9.17M | 3.7% |
| Vanguard Index Fds | $7.25M | 3.0% |
| American Centy ETF Tr | $6.90M | 2.8% |
| Dimensional ETF Trust | $6.34M | 2.6% |
| Vanguard Index Fds | $6.29M | 2.6% |
| Dimensional ETF Trust | $5.88M | 2.4% |
| Vanguard Scottsdale Fds | $5.48M | 2.2% |
| iShares MSCI UAE ETF | $5.42M | 2.2% |
| American Centy ETF Tr | $3.88M | 1.6% |
| Dimensional ETF Trust | $3.35M | 1.4% |
| Invesco Qqq Tr | $3.29M | 1.3% |
| Apple Inc. | $3.26M | 1.3% |
| Dimensional ETF Trust | $3.08M | 1.3% |
| American Centy ETF Tr | $2.90M | 1.2% |
| Vanguard World Fd | $2.55M | 1.0% |
| Invesco Exchange Traded Fd T | $2.52M | 1.0% |
| iShares Tr | $2.33M | 1.0% |
| Dimensional ETF Trust | $2.29M | 0.9% |
| Dimensional ETF Trust | $2.28M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.