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Wedbush Ser Tr shares owned by DiNuzzo Private Wealth

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by DiNuzzo Private Wealth from 13F filings

Historical chart of DiNuzzo Private Wealth investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by DiNuzzo Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by DiNuzzo Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $35k 1.2k 28.37

More positions owned by DiNuzzo Private Wealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for DiNuzzo Private Wealth

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
TD Waterhouse Canada
Cambridge Investment Research Advisors
Citadel Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
U.S. Capital Wealth Advisors
BXM Wealth
Jane Street
Titleist Asset Management
First Heartland Consultants

View all funds holding Wedbush Ser Tr