§ 13F · FUND PROFILE
DOPKINS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223.0T (13F)Positions · 82Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$244.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 947K | $37.5T | 15.3% | NEW |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 415K | $20.7T | 8.5% | NEW |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 427K | $19.9T | 8.1% | NEW |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 332K | $19.8T | 8.1% | NEW |
| 5 | DFNM | DIMENSIONAL ETF TRUST | 219K | $10.6T | 4.3% | NEW |
| 6 | AVDV | AMERICAN CENTY ETF TR | 102K | $9.6T | 3.9% | NEW |
| 7 | BSVO | EA SERIES TRUST | 393K | $9.2T | 3.7% | NEW |
| 8 | VBK | VANGUARD INDEX FDS | 24K | $7.2T | 3.0% | NEW |
| 9 | AVEM | AMERICAN CENTY ETF TR | 90K | $6.9T | 2.8% | NEW |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 194K | $6.3T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DOPKINS SIGNAL
AC read
DOPKINS WEALTH MANAGEMENT, LLC is a Other fund managing $222985.2 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed