Dimension Capital Management Partners »

iShares S&P 500 Value Index shares owned by Dimension Capital Management Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Dimension Capital Management Partners from 13F filings

Historical chart of Dimension Capital Management Partners investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Dimension Capital Management Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Dimension Capital Management Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $800k 3.9k 206.51
2025-06-30 $757k 3.9k 195.42
2025-03-31 $738k 3.9k 190.58
2024-12-31 $739k 3.9k 190.88
2024-09-30 $745k 3.8k 197.17
2024-06-30 $1.1M 6.0k 182.01
2024-03-31 $1.1M 6.0k 186.81
2023-12-31 $1.0M 6.0k 173.89
2023-09-30 $1.1M 6.8k 153.84
2023-06-30 $1.2M 7.6k 161.19
2023-03-31 $1.1M 6.9k 151.76
2022-12-31 $1.0M 6.9k 145.07
2022-09-30 $894k 6.9k 128.69
2022-06-30 $955k 6.9k 137.47
2022-03-31 $1.1M 6.9k 155.61
2021-12-31 $1.1M 6.9k 156.61
2021-09-30 $1.0M 6.9k 145.39
2021-06-30 $1.0M 6.9k 147.69
2021-03-31 $1.8M 13k 141.16
2020-12-31 $1.2M 9.5k 128.01
2020-09-30 $1.1M 9.5k 112.45
2020-06-30 $1.0M 9.5k 108.36
2020-03-31 $915k 9.5k 96.16
2019-12-31 $1.2M 9.5k 130.11
2019-09-30 $1.0M 8.7k 119.09
2019-06-30 $1.0M 8.7k 116.57
2019-03-31 $1.2M 10k 112.72
2018-12-31 $1.0M 10k 101.14
2018-09-30 $1.2M 10k 115.84
2018-06-30 $1.1M 10k 110.09
2018-03-31 $1.1M 10k 109.32
2017-12-31 $1.2M 10k 114.28
2017-09-30 $1.3M 12k 107.88
2017-06-30 $1.3M 12k 104.95

More positions owned by Dimension Capital Management Partners

Ishares Tr Msci Acwi Etf (ACWI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
New Mountain Finance Corp (NMFC)
Ishares Tr Msci Eafe Etf (EFA)
Bain Cap Specialty Fin Com Stk (BCSF)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Dimension Capital Management Partners

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