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Dex shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Dex (DXCM) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Dex

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All positions including Dex held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dex by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 1.9k 138.70
2023-12-31 $50k 400 124.09
2023-09-30 $37k 400 93.30
2023-06-30 $51k 400 128.51

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Dex

Vanguard Group
BlackRock
Baillie Gifford & Co
Sands Capital Management
FMR
Geode Capital Management
Nuveen Asset Management
Artisan Partners Limited Partnership
Jpmorgan Chase & Co
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
American Century Companies
Morgan Stanley
William Blair $ Company
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Dex