DOPKINS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Williamsville, NY
CIK
0001904152
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 67 123,833 DFAC, DFAT, DFUV, DFIV 13F-HR 11/6/2024 000190415224000005
Q2 2024 82 164,497 DFAC, DFAT, DFUV, DFIV 13F-HR 7/30/2024 000108514624003336
Q1 2024 84 166,046 DFAC, DFAT, DFUV, DFIV 13F-HR 5/6/2024 000108514624002231
Q4 2023 45 128,551 DFAC, DFAT, DFUV, DFIV 13F-HR 1/25/2024 000108514624000507
Q3 2023 55 132,081 DFAC, DFAT, DFUV, DFIV 13F-HR 11/13/2023 000172554723002011
Q2 2023 40 112,275 DFAC, DFAT, DFUV, DFIV 13F-HR 8/7/2023 000172554723000175
Q1 2023 39 106,799 DFAC, DFAT, DFUV, DFIV 13F-HR 5/5/2023 000172554723000101
Q4 2022 42 113,612 DFAC, DFAT, DFUV, DFIV 13F-HR 2/7/2023 000172554723000034
Q3 2022 40 89,249 DFAC, DFAT, DFUV, DFIV 13F-HR 11/1/2022 000172554722000166
Q2 2022 38 92,591 DFAC, DFAT, DFUV, DFIV 13F-HR 8/1/2022 000172554722000130
Q1 2022 38 92,110 DFAC, DFAT, DFIV, DFAX 13F-HR 4/18/2022 000172554722000062
Q4 2021 38 101,329 DFAC, DFAT, DFIV, TSLA 13F-HR 1/18/2022 000172554722000003