Holdings
Woodward Financial Advisors, Inc.
As of Sep 30, 2026, Woodward Financial Advisors, Inc. reported 59 positions worth US$241M. Largest: iShares Core S&P 500 ETF, Dimensional Short-Duration Fixed Income ETF and Dimensional International Core Equity 2 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 59,027 | US$45.2M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 934K | US$43.4M | new | Sep 30, 2026 |
| Dimensional International Core Equity 2 ETF | 788K | US$29.6M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 562K | US$22.3M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 447K | US$22M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 57,317 | US$12.4M | new | Sep 30, 2026 |
| Dimensional US Marketwide Value ETF | 152K | US$8.36M | new | Sep 30, 2026 |
| iShares Russell 1000 ETF | 15,447 | US$6.43M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 66,358 | US$4.69M | new | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 110K | US$4.57M | new | Sep 30, 2026 |