Woodward Financial Advisors, Inc.: 13F holdings
CIK 21366002026Q2
| Positions | 66 |
|---|---|
| Reported value | $299.1m |
| Filed | 2026-08-14 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 59,306 | $44.4m | 14.8% |
| DFSD DIMENSIONAL ETF TRUST | 857,876 | $41.0m | 13.7% |
| DIMENSIONAL ETF TRUST | 858,310 | $35.8m | 12.0% |
| DFIC DIMENSIONAL ETF TRUST | 769,245 | $28.7m | 9.6% |
| DFEM DIMENSIONAL ETF TRUST | 563,555 | $22.9m | 7.7% |
| VTIP VANGUARD MALVERN FDS | 432,340 | $21.7m | 7.3% |
| DIMENSIONAL ETF TRUST | 348,538 | $13.5m | 4.5% |
| VTV VANGUARD INDEX FDS | 57,923 | $12.6m | 4.2% |
| YM=F DIMENSIONAL ETF TRUST | 152,581 | $8.4m | 2.8% |
| IWB ISHARES TR | 15,755 | $6.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136600")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.