UMA Financial Services »

Invtr Eq D Di 15 B Etf - Jul shares owned by UMA Financial Services

Quarter-by-quarter ownership of Invtr Eq D Di 15 B Etf - Jul (DDFL) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Invtr Eq D Di 15 B Etf - Jul

Tip: Access up to 7 years of quarterly data

All positions including Invtr Eq D Di 15 B Etf - Jul held by UMA Financial Services 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 Invtr Eq D Di 15 B Etf - Jul by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $86k 4.3k 20.20

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Invtr Eq D Di 15 B Etf - Jul

Harbour Investments
Commonwealth Equity Services
Sigma Planning
Southland Equity Partners
Kingsview Wealth Management
IFP Advisors
Berson & Corrado Investment Advisors
Diligent Investors
Elmwood Wealth Management
Cambridge Investment Research Advisors
Retirement Guys Formula
Goss Wealth Management
Strategic Blueprint
Benjamin Edwards
SeaCrest Wealth Management

View all funds holding Invtr Eq D Di 15 B Etf - Jul