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 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 New York $9.16B AUM 63.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

DKM Wealth Management's COPY Position: Q2 2026 in Review

DKM Wealth Management reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 1% in Q2 2026, selling an estimated $33.7K and leaving 217,962 shares worth $3.21M. The position accounts for 2.1% of the portfolio, ranked #13.

DKM Wealth Management first reported a position in COPY in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

DKM Wealth Management held 217,962 shares of Tweedy Browne Insider + Value ETF worth $3.21M as of Q2 2026.
DKM Wealth Management sold 2,310 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $33.7K.
Tweedy Browne Insider + Value ETF made up 2.1% of DKM Wealth Management's portfolio in Q2 2026, its #13 holding.
DKM Wealth Management first reported a position in Tweedy Browne Insider + Value ETF in Q1 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.