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Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC, headquartered in Williamsville, New York, is a Registered Investment Advisor (RIA) owned by the partners of Dopkins & Company, LLP. Founded to provide comprehensive wealth management and consulting services, the firm integrates tax planning, business succession, wealth preservation, and transfer solutions. Serving a diverse client base including individuals, high net worth clients, corporate retirement plans, foundations, and endowments, Dopkins Wealth Management specializes in tailored financial strategies grounded in academic research. The firm employs approximately 7 staff members and is committed to fiduciary service and long-term client success.
Investment Strategy
Dopkins Wealth Management, LLC employs a disciplined, research-based investment approach that emphasizes long-term wealth growth, diversification, and risk management. Drawing on principles of Modern Portfolio Theory and economic science, the firm customizes globally diversified portfolios aligned with each client’s unique goals, risk tolerance, and time horizon. Their strategy includes periodic rebalancing, cost and tax sensitivity, and integrating solutions for wealth accumulation, preservation, and succession. They serve individuals, high net worth families, businesses, and institutional clients with robust financial planning and fiduciary rigor.
Latest 13F Filing Activity
Dopkins Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 79 equity positions with a total 13F market value of $237M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Dopkins Wealth Management, LLC reduced exposure to Oracle Corp., Ryan Specialty Holdings Inc., Dimensional Etf Trust among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 15.40% | $36.5M | 946,478 | $29.24 | $38.57 | +$2.6M |
D DFIV | DIMENSIONAL ETF TRUST | 8.26% | $19.6M | 424,767 | $34.11 | $46.12 | +$867.1K |
D DFAT | DIMENSIONAL ETF TRUST | 8.22% | $19.5M | 334,609 | $48.69 | $58.21 | +$1.2M |
D DFUV | DIMENSIONAL ETF TRUST | 8.10% | $19.2M | 429,405 | $35.65 | $44.69 | +$19.1K |
B BSVO | EA SERIES TRUST | 3.88% | $9.2M | 405,534 | $20.03 | $22.65 | +$455.8K |
Industry Allocation
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