Dwr Wealth Management
Dwr Wealth Management reported 58 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (12.3%), DFAI (11.5%) and DUHP (10.1%). Compared with Q2 2026, the fund opened new positions in DUHP, DFAR and XOM, added to DFAI, DFUS and DFAE, trimmed IVV, VEA and AAPL and sold out of XOM and ARM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $17.7M | 12.3% | 23K | −114 (−0%) | 4 of 4 | |
| 2 |  DFAI Dimensional Intern Core | $16.6M | 11.5% | 397K | +40K (+11%) | 4 of 4 | |
| 3 |  DUHP Dfa Invt Dimensions Group in | $14.5M | 10.1% | 345K | New position | 1 of 4 | |
| 4 |  DFUS Dimensional US Equity Market ETF | $9.6M | 6.6% | 115K | +23K (+26%) | 4 of 4 | |
| 5 |  DFAE Dimensional Emerg Core | $9.5M | 6.6% | 239K | +17K (+7%) | 4 of 4 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $9.4M | 6.5% | 132K | −675 (−1%) | 4 of 4 | |
| 7 |  AAPL Apple Inc | $8.4M | 5.8% | 25K | −1,946 (−7%) | 4 of 4 | |
| 8 | DIMENSIONAL U S SMALL CAP ETF | $5.3M | 3.6% | 68K | +6,631 (+11%) | 4 of 4 | |
| 9 |  DUSB Dimensnl Ultrashrt Fixed | $4.7M | 3.3% | 93K | +22K (+31%) | 4 of 4 | |
| 10 |  DFCF Dimensional Core Fixed | $4.6M | 3.2% | 116K | +30K (+35%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dwr Wealth Management 13F FAQ
What does Dwr Wealth Management own?
Dwr Wealth Management reported 58 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (12.3%), DFAI (11.5%) and DUHP (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Dwr Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 26 added to, 11 trimmed and 4 sold out. New positions include DUHP, DFAR and XOM. It sold all of XOM and ARM.
When will Dwr Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Dwr Wealth Management's portfolio worth?
The Q3 2026 filing reports $144M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.