Diversified Portfolios »

Fidelity sml mid factr shares owned by Diversified Portfolios

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Diversified Portfolios from 13F filings

Historical chart of Diversified Portfolios investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Diversified Portfolios 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 Fidelity sml mid factr by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $374k 8.5k 44.01
2025-06-30 $355k 8.6k 41.47
2025-03-31 $354k 9.0k 39.16
2024-12-31 $467k 11k 41.17

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
JPMorgan Active Bond ETF Etf (JBND)
Vanguard Core Bond ETF Etf (VCRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
DFA Short-Duration Fixed Inc ETF Etf (DFSD)
American Centy Etf Tr avantis emgmkt (AVEM)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA US Large Cap Value ETF Etf (DFLV)
Ishares Floating Rate Etf (FLOT)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares Global REIT ETF Etf (REET)
Russell 3000 Etf (IWV)
DFA US Small Cap Value ETF Etf (DFSV)

View all positions for Diversified Portfolios

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr