DWM
Dopkins Wealth Management Portfolio holdings
AUM
$223M
This Quarter Return
+8.95%
1 Year Return
+12.46%
3 Year Return
+49.49%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.57%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$34.5M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$14.7M |
| 3 |
Dimensional International Value ETF
DFIV
|
$11.1M |
| 4 |
Tesla
TSLA
|
$6.34M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$5.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 6.58% |
| 2 | Technology | 2.14% |
| 3 | Financials | 0.44% |
| 4 | Industrials | 0.38% |
