DWM
TDW icon

Dakota Wealth Management’s Tidewater TDW Stock Holding History

Dakota Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Sell
18,195
-1,027
-5% -$71.4K 0.03% 333
2025
Q4 		$971K Sell
19,222
-3,836
-17% -$203K 0.02% 411
2025
Q3 		$1.23M Buy
23,058
+4,679
+25% +$256K 0.02% 324
2025
Q2 		$848K Buy
+18,379
New +$744K 0.02% 413

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return