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Berkshire Hathaway shares owned by Dwr Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Dwr Wealth Management from 13F filings

Historical chart of Dwr Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Dwr Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 916 474.66

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Charles Schwab Investment Management
Susquehanna International
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas
H&H International Investment
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway