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Dex shares owned by Caldwell Trust

Quarter-by-quarter ownership of Dex (DXCM) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Dex

Tip: Access up to 7 years of quarterly data

All positions including Dex held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dex by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $909k 14k 67.35
2026-03-31 $272k 4.3k 62.80

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Dex

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Invesco
Baillie Gifford & Co
Geode Capital Management
Alliancebernstein
Ubs Global Asset Management Americas
Wellington Management Company
Arrowstreet Capital, Limited Partnership
Norges Bank Investment Management
UBS Group
Amundi
Morgan Stanley

View all funds holding Dex