SEC Form 13F

DOPKINS WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$275,191,819
Positions90

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$39,290,769885,725
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$22,079,279401,368
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$20,648,132382,231
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$20,465,518292,783
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$11,957,969247,398
EA SERIES TRUSTBSVOBRID OMN SMA ETF$11,590,291397,068
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$10,719,663104,024
VANGUARD INDEX FDSVBKSML CP GRW ETF$8,771,70123,986
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$8,558,22288,695
ISHARES TRITOTCORE S&P TTL STK$6,947,94442,296

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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