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| Name: |
DOPKINS WEALTH MANAGEMENT LLC |
| City: |
WILLIAMSVILLE |
| State: |
NY |
| Zip: |
14221 |
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data |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUS |
Dimensional U S Equity Etf |
7 |
- |
$57.49 |
$5,247,000 |
92,079 |
3.16% |
418,000 |
-1,094 |
0.01 |
N/A |
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DFAS |
Dimensional U S Small Cap Etf |
12 |
- |
$61.94 |
$3,361,000 |
53,908 |
2.02% |
20,000 |
-2,134 |
0.06 |
N/A |
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SCHC |
Schwab International Small-... |
19 |
- |
$36.50 |
$1,295,000 |
36,174 |
0.78% |
8,000 |
-700 |
0.035 |
Closed - End Fund - E... |
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SCHO |
Schwab Short-Term U.S. Tre... |
28 |
- |
$48.03 |
$811,000 |
16,827 |
0.49% |
-33,000 |
-593 |
0.001 |
N/A |
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EFV |
iShares MSCI EAFE Value Ind... |
59 |
- |
$0.00 |
$309,000 |
5,679 |
0.19% |
-48,000 |
-1,169 |
0 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
67 |
- |
$61.94 |
$231,000 |
3,823 |
0.14% |
2,000 |
-120 |
0.001 |
Closed - End Fund - E... |
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