Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

D First Tr Exchange-traded shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 1.1M 16.86
2023-09-30 $16M 1.0M 15.97
2023-06-30 $16M 1.0M 15.97
2023-03-31 $16M 990k 15.96
2022-12-31 $16M 933k 16.80
2022-09-30 $15M 889k 16.70
2022-06-30 $14M 834k 17.23
2022-03-31 $16M 815k 19.02
2021-12-31 $15M 751k 20.32
2021-09-30 $14M 678k 20.54
2021-06-30 $13M 617k 20.60
2021-03-31 $9.5M 473k 20.15
2020-12-31 $10M 502k 20.19
2020-09-30 $9.5M 493k 19.17
2020-06-30 $8.9M 485k 18.42
2020-03-31 $9.1M 554k 16.40
2019-12-31 $12M 607k 20.07
2019-09-30 $10M 522k 19.73
2019-06-30 $9.0M 466k 19.39
2019-03-31 $7.3M 383k 19.06
2018-12-31 $6.0M 334k 17.95
2018-09-30 $6.5M 338k 19.10
2018-06-30 $4.9M 257k 19.06
2018-03-31 $5.1M 232k 22.00
2017-12-31 $4.0M 201k 20.01
2017-09-30 $3.1M 154k 20.08
2017-06-30 $2.2M 108k 20.01
2017-03-31 $719k 37k 19.53
2016-12-31 $571k 30k 18.99
2016-09-30 $929k 48k 19.54
2016-03-31 $233k 13k 18.65

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Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Raymond James & Associates
Park National Corp
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Advisor Group Holdings
Wright Fund Managment
Janney Montgomery Scott
Rockefeller Capital Management

View all funds holding D First Tr Exchange-traded