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LYNN A. JACKSON

Dopkins Wealth Management, Llc

Assets Managed
$275.192M
Holdings
90
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.56%(2Q avg: 6.12%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Dopkins Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Dopkins Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 275.192M in assets, with a quarterly growth rate of 10.56% and a 2-quarter average growth rate of 6.12%. The portfolio is managed by LYNN A. JACKSON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.34%
14.28%
$39.291M
885,725 shares@ $44.37 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.09%
8.03%
$22.079M
401,368 shares@ $55.02 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.28%
7.51%
$20.648M
382,231 shares@ $54.03 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -1.49%
7.44%
$20.466M
292,783 shares@ $69.9 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 3.12%
4.35%
$11.958M
247,398 shares@ $48.34 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Decreased -0.2%
4.22%
$11.59M
397,068 shares@ $29.19 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 0.91%
3.9%
$10.72M
104,024 shares@ $103.05 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.2%
3.19%
$8.772M
23,986 shares@ $365.71 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -0.3%
3.11%
$8.558M
88,695 shares@ $96.5 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -1.29%
2.53%
$6.948M
42,296 shares@ $164.27 avg price

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