DOPKINS WEALTH MANAGEMENT, LLC — 13F holdings

DOPKINS WEALTH MANAGEMENT, LLC reported 90 holdings worth $275M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $39.3M (14.3%)
  2. DFUV DIMENSIONAL ETF TRUST — $22.1M (8.0%)
  3. DFIV DIMENSIONAL ETF TRUST — $20.6M (7.5%)
  4. DIMENSIONAL ETF TRUST — $20.5M (7.4%)
  5. DFNM DIMENSIONAL ETF TRUST — $12.0M (4.3%)
  6. BSVO EA SERIES TRUST — $11.6M (4.2%)
  7. AVDV AMERICAN CENTY ETF TR — $10.7M (3.9%)
  8. VBK VANGUARD INDEX FDS — $8.77M (3.2%)
  9. AVEM AMERICAN CENTY ETF TR — $8.56M (3.1%)
  10. ITOT ISHARES TR — $6.95M (2.5%)