Dopkins Wealth Management, LLC Reduced Holdings in Q2 2025

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
-35.6K
- 38.74%
$24.21 - $29.47 $861K - $1.05M
56.3K $1.66M
XOM
Exxon Mobil Corp

Energy
-2.53K
- 27.25%
$99.93 - $119.04 $253K - $301K
6.75K $727K
MTB
M&T Bank Corp

Financial Services
-2.2K
- 35.24%
$156.58 - $193.99 $344K - $426K
4.04K $783K
SCHO
Schwab Short Term Us Treasury

ETFs
-8.92K
- 28.7%
$24.19 - $24.45 $216K - $218K
22.2K $540K
DFAU
Dimensional ETF Tr

ETFs
-5.44K
- 45.92%
$34.04 - $42.36 $185K - $231K
6.41K $271K
GE
General Electric CO

Industrials
-771
- 28.68%
$166.81 - $257.39 $129K - $198K
1.92K $493K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-834
- 3.44%
N/A
23.4K $736K
VBR
Vanguard Small Cap Value ETF

ETFs
-318
- 6.63%
$162.76 - $195.77 $51.8K - $62.3K
4.48K $873K
XLK
Technology Sector Spdr

ETFs
-975
- 19.89%
$179.73 - $253.23 $175K - $247K
3.93K $994K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-224
- 2.27%
$20.99 - $23.93 $4.7K - $5.36K
9.63K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 0.41%
$90.56 - $109.49 $996 - $1.2K
2.69K $293K
EFV
Msci Eafe Value ETF

ETFs
-33
- 0.57%
$52.4 - $64.65 $1.73K - $2.13K
5.71K $362K
VTI
Vanguard Total Stock Market Et

ETFs
-108
- 4.37%
$243.75 - $303.93 $26.3K - $32.8K
2.36K $718K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-62
- 0.29%
$35.9 - $43.76 $2.23K - $2.71K
21.1K $911K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-710
- 2.93%
$23.2 - $29.84 $16.5K - $21.2K
23.5K $700K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.52K
- 3.34%
$52.31 - $63.72 $79.6K - $96.9K
44.1K $2.81M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-667
- 3.76%
$97.68 - $121.38 $65.2K - $81K
17.1K $2.07M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-708
- 1.96%
$37.77 - $46.15 $26.7K - $32.7K
35.4K $1.64M
DFAE
Dimensional ETF Tr

ETFs
-757
- 1.0%
$22.87 - $28.95 $17.3K - $21.9K
74.7K $2.16M
DFAX
Dimensional ETF Tr
-12.3K
- 5.6%
$23.37 - $29.39 $288K - $362K
208K $6.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.02%
$416.06 - $551.64 $416 - $552
5.36K $2.96M
AVEM
American Centy ETF Tr Avantis

ETFs
-382
- 0.39%
$53.08 - $68.54 $20.3K - $26.2K
97K $6.65M
VUG
Vanguard Growth ETF

ETFs
-75
- 0.53%
$329.49 - $438.4 $24.7K - $32.9K
14K $6.13M
DFIV
Dimensional ETF Tr

ETFs
-3.03K
- 0.69%
$34.67 - $43.21 $105K - $131K
437K $18.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-415
- 0.04%
$29.12 - $35.84 $12.1K - $14.9K
947K $33.9M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email