StockDriftsStockDriftsTop 50 Dopkins Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 14.28% | 885.7K | $39.3M | -0.34%(-3.06K) | $28.34(+62.48%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 8.02% | 401.4K | $22.1M | -1.09%(-4.43K) | $35.70(+61.21%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.5% | 382.2K | $20.6M | -1.29%(-4.99K) | $34.46(+68.59%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.44% | 292.8K | $20.5M | -1.49%(-4.44K) | $47.60(+52.00%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.35% | 247.4K | $12.0M | +3.12%(+7.48K) | $47.88(-0.25%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 4.21% | 397.1K | $11.6M | -0.21%(-826) | $20.12(+49.40%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.9% | 104.0K | $10.7M | +0.90%(+932) | $64.23(+72.89%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.19% | 24.0K | $8.8M | +1.20%(+284) | $241.13(+51.96%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.11% | 88.7K | $8.6M | -0.31%(-272) | $55.64(+68.32%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.52% | 42.3K | $6.9M | -1.30%(-556) | $124.30(+36.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.24% | +61.14% | — | — | +50.13% |
| Top 20 Holdings Unweighted | +16.68% | +58.83% | — | — | +41.76% |
Dopkins Wealth Management LLC reports $275.19M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (14.3%), DFUV (8.0%) and DFIV (7.5%). The top 20 holdings account for 76.46% of reported assets. Its disclosed equity book has returned +61.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dopkins Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904152). View Dopkins Wealth Management LLC’s 13F filings on SEC