Funds holding Wealth Management Inc
ISIN JP3639550007 · Japan
- Fund holders
- 7
- Of which ETFs
- 5 2 other funds
- Value held
- 113.2K $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,800 | 38.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,400 | 35.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,900 | 12.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 1,600 | 10.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 1,500 | 9.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 800 | 5.3K $ | as of Jul 31, 2026 ↗ | |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 200 | 1.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 7 | 0 | 17,200 | 0.0 % |
| 2026Q2 | 7 | +1 | 17,200 | +10.3 % |
| 2026Q1 | 6 | 0 | 15,600 | 0.0 % |
| 2025Q4 | 6 | 0 | 15,600 | 0.0 % |
| 2025Q3 | 6 | -2 | 15,600 | -40.0 % |
| 2025Q2 | 8 | 0 | 26,000 | 0.0 % |
| 2025Q1 | 8 | +3 | 26,000 | +68.8 % |
| 2024Q4 | 5 | -1 | 15,400 | -35.6 % |
| 2024Q3 | 6 | +1 | 23,900 | +8.6 % |
| 2024Q2 | 5 | -3 | 22,000 | -27.4 % |
| 2024Q1 | 8 | +1 | 30,300 | +81.4 % |
| 2023Q4 | 7 | 16,700 |
Cite this page
Titelia. "Funds holding Wealth Management Inc". https://titelia.com/en/stocks/wealth-management-inc-JP3639550007