FLXR — TCW ETF TRUST

Ownership history in Beckerman Institutional, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in TCW ETF TRUST (FLXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.81% (2025 Q4)
Avg. % of fund
2.39%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 126,218 +7,996 +6.8% 2.81% $5.0M $39.20
2025 Q3 ADDED 118,222 +21,987 +22.8% 2.77% $4.7M $38.64
2025 Q2 ADDED 96,235 +45,108 +88.2% 2.52% $3.8M $37.82
2025 Q1 INITIATED 51,127 — — 1.45% $2.0M $37.04
% of Fund (quarterly)    FLXR price (monthly, adj. close)

Other funds also holding FLXR

As of 2025 Q4 — sorted by position size

PEAK FINANCIAL ADVISORS LLC 3Y 11.43% First Pacific Financial 3Y 11.25% Morton Capital Management LLC/CA 9.95% Keudell/Morrison Wealth Management 3Y 9.86% Morling Financial Advisors, LLC 3Y 9.19% WJ Wealth Management, LLC 3Y 7.71% Francis Financial, Inc. 3Y 7Y 7.16% Spectrum Wealth Advisory Group, LLC 3Y 5.5% Tidemark, LLC 4.73% Weaver Capital Management LLC 4.27%
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