Diversify Wealth Management »

Dutch Bros shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dutch Bros by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 10k 34.76
2024-06-30 $364k 10k 36.13

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Dutch Bros

Vanguard Group
Baillie Gifford & Co
TSG Consumer Partners
Marshall Wace
BlackRock
D. E. Shaw & Co
Daniel D. Thurber
BlackRock
Citadel Advisors
T. Rowe Price Investment Management
Bank of America Corporation
Damian Sousa
Geode Capital Management
Driehaus Capital Management
Balyasny Asset Management

View all funds holding Dutch Bros