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Sumitomo Mitsui Financial Grp shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $83k 15k 5.53
2022-06-30 $87k 15k 5.90

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DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Wells Fargo & Company
Clark Capital Management Group
Millennium Management
Dimensional Fund Advisors
Northern Trust
Cowen And Company
Envestnet Asset Management
Bank of America Corporation
American Century Companies
Royal Bank of Canada
Anderson Hoagland & Co

View all funds holding Sumitomo Mitsui Financial Grp