StockDriftsStockDriftsTop 50 Dopkins Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.88% | 888.8K | $34.5M | -6.11%(-57.82K) | $28.34(+52.51%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 8.21% | 387.2K | $20.4M | -6.72%(-27.89K) | $34.46(+61.51%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.9% | 405.8K | $19.7M | -4.87%(-20.79K) | $35.70(+47.43%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.46% | 297.2K | $18.6M | -10.40%(-34.49K) | $47.60(+38.32%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.62% | 239.9K | $11.5M | +9.38%(+20.57K) | $47.88(+0.62%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.14% | 103.1K | $10.3M | +1.13%(+1.15K) | $63.91(+72.23%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 4.06% | 397.9K | $10.1M | +1.14%(+4.49K) | $20.12(+34.90%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.88% | 89.0K | $7.2M | -0.70%(-629) | $55.64(+70.52%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.88% | 23.7K | $7.2M | -1.23%(-296) | $240.09(+42.94%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.45% | 42.9K | $6.1M | +17.52%(+6.39K) | $124.30(+30.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.45% |
| Top 20 Holdings Unweighted | +13.27% | +45.32% |
Sign up free to track Dopkins Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.