| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 35.6% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 15.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 12.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.1% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.1% |
| APPLE INC | 11 | Q2 2024 | 2.0% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 1.9% |
View DOPKINS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
View DOPKINS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.