Dopkins Wealth Management Q2 2026 Portfolio Activity
Dopkins Wealth Management, Llc significantly increased its holdings in Dimensional Fund Trust ETFs (DFNM, DFIV, DFAT, DFUV) and Vanguard ETFs (VUG, MGK, VGIT), while reducing positions elsewhere.
As of June 30th, 2026, Dopkins Wealth Management Llc's portfolio shows notable changes compared to the previous quarter. The filing details specific adjustments made during this period.
The investor demonstrated a clear preference for Dimensional Fund Trust ETFs, significantly increasing their stake in DFNM (Dimensional Fund Intermediate Term Value Minus) by 3.12%, adding shares to this substantial position which currently accounts for approximately 4.35% of the portfolio.
Concurrently, there were large purchases in other Dimensional Fund Trust offerings: DFIV (Dimensional Fund Intermediate Term Small Cap Value) saw an increase of 1.29%, though its position percentage remained stable at ~7.5%. Increases were also noted in DFAT (Dimensional Fund All Cap Low Volatility Yield) and DFUV (Dimensional Fund Small Cap Value Minus), albeit with smaller portfolio weightings (~7.44% and ~8.02%) that experienced slight reductions in the prior period.
Significant buying activity was also observed in Vanguard ETFs: VUG (Vanguard Uprising ETF) increased by a massive 500.24%, adding over 64,500 shares to its position (~2.42% of portfolio). Similarly, MGK (Vanguard World Equity ETF) grew by an enormous 403.92%, adding over 24,400 shares (~0.97% allocation). A smaller increase was noted in VGIT (Vanguard Scottsdale ETF) by just under 10%.
The investor also added a position in the common stock of Shell PLC (SHEL) within this quarter, investing approximately $442k. This addition increased its Energy sector allocation to 0.16%.
On the reduction side, the investor decreased their position in Vanguard Intermediate-Term Treasury ETF (VNM) by a small percentage (though not explicitly listed here as it was previously held). Other Dimensional Fund Trust holdings like DFAC and others experienced minor share reductions, but these were insignificant compared to the overall portfolio size.
In summary, Dopkins Wealth Management Llc focused its buying activity on specific Dimensional Fund Trust ETFs (DFNM, DFIV, DFAT, DFUV) and Vanguard ETFs (VUG, MGK), while maintaining a cautious approach elsewhere. The filing indicates active management with significant inflows into certain Dimensional and Vanguard funds.