DWR WEALTH MANAGEMENT, LLC: 13F holdings
CIK 21230122026Q2
| Positions | 56 |
|---|
| Reported value | $133.6m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 56 (+5 vs prior quarter) |
|---|
| Reported value | $133.6m (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 23,234 | $17.3m | 12.9% |
| DFAI DIMENSIONAL ETF TRUST | 357,606 | $14.7m | 11.0% |
| DIMENSIONAL ETF TRUST | 319,146 | $13.2m | 9.9% |
| VEA VANGUARD TAX-MANAGED FDS | 133,148 | $9.4m | 7.1% |
| DFAE DIMENSIONAL ETF TRUST | 222,865 | $8.8m | 6.6% |
| AAPL APPLE INC | 27,403 | $7.7m | 5.8% |
| DFUS DIMENSIONAL ETF TRUST | 91,640 | $7.4m | 5.6% |
| DIMENSIONAL ETF TRUST | 60,966 | $5.0m | 3.7% |
| DFAX DIMENSIONAL ETF TRUST | 122,118 | $4.5m | 3.3% |
| VNQ VANGUARD INDEX FDS | 43,130 | $4.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2123012")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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