Dunhill Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Dunhill Financial’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381	Hold	5	–	–	﹤0.01%	1149
2025 Q4	$401	Hold	5	–	–	﹤0.01%	969
2025 Q3	$392	Hold	5	–	–	﹤0.01%	876
2025 Q2	$363	Hold	5	–	–	﹤0.01%	893
2025 Q1	$327	Buy	+5	New	+$345	﹤0.01%	857

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Dunhill Financial's VOTE Position: Q1 2026 in Review

Dunhill Financial held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 5 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Dunhill Financial first reported a position in VOTE in Q1 2025 and has held it in 5 quarters since. The position peaked at $401 in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Dunhill Financial held 5 shares of TCW Transform 500 ETF worth $381 as of Q1 2026.
Dunhill Financial left its TCW Transform 500 ETF share count unchanged in Q1 2026.
TCW Transform 500 ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1149 holding.
Dunhill Financial first reported a position in TCW Transform 500 ETF in Q1 2025 and has held it in 5 quarters since.
Dunhill Financial's TCW Transform 500 ETF position peaked at $401 in Q4 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.