Dwr Wealth Management Llc Portfolio Activity in Q2 2026

As reported by insiderset.com data for the period ending June 30th, 2026, Dwr Wealth Management Llc has shown active trading behavior within its portfolio. The total portfolio value stands at $133,622,096 as of this date.

The investor's actions were prominently focused on Dimensional Fund Advisors ETF Trust funds and Vanguard equity index funds during Q2 2026. Several holdings saw substantial changes in share count or allocation percentage:

• DFAI: The fund experienced a significant increase of 8% in shares, indicating strong confidence from Dwr Wealth Management Llc.
• DFUS: Shares grew by an impressive 21.66%, suggesting another major purchase decision by the investor.
• Conversely, several Dimensional ETFs saw notable decreases: IVV (-5.13%), VEA (-5.58%), and DFAX (-4.14%) all lost a significant portion of their holdings.
• DFAR and DFCF were newly added or significantly increased, with share growths of 20.98% and 22.6%, respectively.

In addition to the Dimensional Fund Advisors activity, Dwr Wealth Management Llc also adjusted its positions in Vanguard funds:

• VNQ: Holdings decreased by a substantial 10.8%.
• VWO: Shares saw a moderate decline of 8.37%.
• The Dimensional ETFs DFAI and DFUS, which were sold previously or reduced significantly in prior periods (as indicated by negative change percentages), showed positive changes this quarter.

The investor also maintained its position in AAPL, the Apple Inc. stock, with a slight increase of 0.89% in shares during Q2 2026.

Overall sector allocation remains dominated by 'Unknown' holdings at 83.89%, followed closely by Technology (8.01%) which includes the significant holding AAPL and other Dimensional ETFs like DFAI, DFAR, DFCF, DFAE, and DUHP.

For detailed information on Dwr Wealth Management Llc, please visit insiderset.com. You can explore specific holdings like the Dimensional ETFs (DFAI, VNQ, VEA) directly on the platform.