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Dow shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $304k 7.3k 41.65
2024-09-30 $43k 777 54.65

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Susquehanna International
AQR Capital Management
Invesco
Capital Research Global Investors
Citadel Advisors
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Dow