DKM Wealth Management
COPY icon

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
Q3 		$3.31M Sell
216,117
-1,845
-0.8% -$28.8K 2.1% 14
2026
Q2 		$3.21M Sell
217,962
-2,310
-1% -$33.7K 2.1% 13
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

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DKM Wealth Management's COPY Position: Q3 2026 in Review

DKM Wealth Management reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 0.85% in Q3 2026, selling an estimated $28.8K and leaving 216,117 shares worth $3.31M. The position accounts for 2.1% of the portfolio, ranked #14.

DKM Wealth Management first reported a position in COPY in Q1 2025 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • DKM Wealth Management held 216,117 shares of Tweedy Browne Insider + Value ETF worth $3.31M as of Q3 2026.
  • DKM Wealth Management sold 1,845 Tweedy Browne Insider + Value ETF shares in Q3 2026, an estimated $28.8K.
  • Tweedy Browne Insider + Value ETF made up 2.1% of DKM Wealth Management's portfolio in Q3 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 7 quarters since.
  • 6 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.