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Home > Institutional Investor > Dwr Wealth Management, Llc > Profile

Instuitional Investor - Dwr Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Dwr Wealth Management, Llc
Portfolio Value	$133,622,096

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	23,234	$17,290,673	12.94%
2.	Dimensional Etf Trust	DFAC	357,606	$14,711,913	11.01%
3.	Dimensional Etf Trust	DFAC	319,146	$13,212,628	9.89%
4.	Vanguard Tax-Managed Fds		133,148	$9,442,845	7.07%
5.	Dimensional Etf Trust	DFAC	222,865	$8,836,579	6.61%