Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DOPKINS WEALTH MANAGEMENT, LLC (CIK 1904152) reported $248.9M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($34.5M, 13.88%), DFIV ($20.4M, 8.21%), DFUV ($19.7M, 7.90%), DFAT ($18.6M, 7.46%), DFNM ($11.5M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $34.5M | 13.88% | 888,785 | Trimmed |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $20.4M | 8.21% | 387,218 | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $19.7M | 7.90% | 405,795 | Trimmed |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $18.6M | 7.46% | 297,224 | Trimmed |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $11.5M | 4.62% | 239,917 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $10.3M | 4.14% | 103,092 | Added |
| 7 | BSVO | EA SERIES TRUST | $10.1M | 4.06% | 397,894 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $7.2M | 2.88% | 88,967 | Trimmed |
| 9 | VBK | VANGUARD INDEX FDS | $7.2M | 2.88% | 23,702 | Trimmed |
| 10 | ITOT | ISHARES TR | $6.1M | 2.45% | 42,852 | Added |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | $5.7M | 2.31% | 96,439 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $5.6M | 2.26% | 12,896 | Added |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $5.5M | 2.21% | 77,483 | Trimmed |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $5.5M | 2.20% | 160,879 | Trimmed |
| 15 | AAPL | APPLE INC | $4.5M | 1.82% | 17,867 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.9M | 1.56% | 35,186 | Trimmed |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $3.4M | 1.38% | 93,533 | Added |
| 18 | QQQ | INVESCO QQQ TR | $3.2M | 1.30% | 5,619 | Added |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 1.20% | 42,024 | Trimmed |
| 20 | AVLV | AMERICAN CENTY ETF TR | $3.0M | 1.20% | 37,089 | Trimmed |
| 21 | XSVM | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.10% | 45,290 | Added |
| 22 | DIHP | DIMENSIONAL ETF TRUST | $2.6M | 1.03% | 79,316 | Added |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 0.95% | 69,561 | Trimmed |
| 24 | IMTM | ISHARES TR | $2.4M | 0.95% | 49,224 | Added |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $2.3M | 0.94% | 67,784 | Added |
Source: SEC Form 13F filings · as of 2026-03-31