Dan L Duncan Foundation

Latest statistics and disclosures from Dan L Duncan Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IEFA, VIG, and represent 100.00% of Dan L Duncan Foundation's stock portfolio.
  • Reduced shares in these 2 stocks: IEFA, VIG.
  • Dan L Duncan Foundation was a net seller of stock by $-1.7M.
  • Dan L Duncan Foundation has $64M in assets under management (AUM), dropping by 6.57%.
  • Central Index Key (CIK): 0001801470

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Portfolio Holdings for Dan L Duncan Foundation

Dan L Duncan Foundation holds 2 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 72.6 $46M -2% 659k 70.35
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Vanguard Specialized Funds Div App Etf (VIG) 27.4 $18M -2% 103k 170.40
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Past Filings by Dan L Duncan Foundation

SEC 13F filings are viewable for Dan L Duncan Foundation going back to 2019