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SPDR DJ Wilshire Mid Cap Value shares owned by Evensky & Katz

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Evensky & Katz from 13F filings

Historical chart of Evensky & Katz investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $46k 603 76.29
2023-12-31 $44k 603 72.97
2023-09-30 $39k 603 64.68
2023-06-30 $41k 603 67.99
2023-03-31 $40k 603 66.34
2022-12-31 $39k 603 64.68

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Benjamin F. Edwards & Company
Tiaa Trust, National Association
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
Klingman & Associates
First Pacific Financial
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value