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Dow shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Dow

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

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Quarterly reported holdings in Dow by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $706k 31k 22.93
2025-06-30 $911k 34k 26.48
2025-03-31 $459k 13k 34.92
2024-03-31 $214k 3.7k 57.94

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree True Emerging Markets Fund Etf (XC)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Susquehanna International
Invesco
UBS Group
Citadel Advisors
Charles Schwab Investment Management
Northern Trust
Squarepoint Ops
Holocene Advisors

View all funds holding Dow