DWM
COPY

DKM Wealth Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

DKM Wealth Management’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.02M Buy
220,272
+21,388
+11% +$294K 2.18% 14
2025
Q4 		$2.57M Buy
198,884
+36,012
+22% +$450K 1.91% 14
2025
Q3 		$2.01M Buy
162,872
+102,388
+169% +$1.24M 1.61% 15
2025
Q2 		$709K Buy
60,484
+40,534
+203% +$437K 0.61% 24
2025
Q1 		$206K Buy
+19,950
New +$207K 0.2% 44

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

DKM Wealth Management's COPY Position: Q1 2026 in Review

DKM Wealth Management increased its Tweedy Browne Insider + Value ETF (COPY) stake by 11% in Q1 2026, buying an estimated $294K and bringing the position to 220,272 shares worth $3.02M. The position accounts for 2.18% of the portfolio, ranked #14.

DKM Wealth Management first reported a position in COPY in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • DKM Wealth Management held 220,272 shares of Tweedy Browne Insider + Value ETF worth $3.02M as of Q1 2026.
  • DKM Wealth Management bought 21,388 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $294K.
  • Tweedy Browne Insider + Value ETF made up 2.18% of DKM Wealth Management's portfolio in Q1 2026, its #14 holding.
  • DKM Wealth Management first reported a position in Tweedy Browne Insider + Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.