DWR Wealth Management
VOTE icon

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
Q3 		$326K Buy
3,612
+323
+10% +$28.9K 0.23% 44
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

PNC Financial Services Group
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Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DWR Wealth Management's VOTE Position: Q3 2026 in Review

DWR Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 9.8% in Q3 2026, buying an estimated $28.9K and bringing the position to 3,612 shares worth $326K. The position accounts for 0.23% of the portfolio, ranked #44.

DWR Wealth Management first reported a position in VOTE in Q1 2026 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • DWR Wealth Management held 3,612 shares of TCW Transform 500 ETF worth $326K as of Q3 2026.
  • DWR Wealth Management bought 323 TCW Transform 500 ETF shares in Q3 2026, an estimated $28.9K.
  • TCW Transform 500 ETF made up 0.23% of DWR Wealth Management's portfolio in Q3 2026, its #44 holding.
  • DWR Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

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