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DWR Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

DWR Wealth Management’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
Q2 		$287K Buy
3,289
+89
+3% +$7.59K 0.22% 46
2026
Q1 		$237K Buy
+3,200
New +$255K 0.21% 47

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

DWR Wealth Management's VOTE Position: Q2 2026 in Review

DWR Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 2.8% in Q2 2026, buying an estimated $7.59K and bringing the position to 3,289 shares worth $287K. The position accounts for 0.22% of the portfolio, ranked #46.

DWR Wealth Management first reported a position in VOTE in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • DWR Wealth Management held 3,289 shares of TCW Transform 500 ETF worth $287K as of Q2 2026.
  • DWR Wealth Management bought 89 TCW Transform 500 ETF shares in Q2 2026, an estimated $7.59K.
  • TCW Transform 500 ETF made up 0.22% of DWR Wealth Management's portfolio in Q2 2026, its #46 holding.
  • DWR Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.