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Dell Technologies shares owned by West Financial Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Dell Technologies

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All positions including Dell Technologies held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 87 125.89

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West Financial Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
State Street Corporation
Jane Street
Susquehanna International
Citadel Advisors
Geode Capital Management
Invesco
Deutsche Bank Aktiengesellschaft
Norges Bank Investment Management
Goldman Sachs Group
Robeco Investment Management
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial

View all funds holding Dell Technologies