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SPDR DJ Wilshire Mid Cap Growth shares owned by Root Financial Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in SPDR DJ Wilshire Mid Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Growth held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $329k 3.8k 86.89
2024-09-30 $357k 4.1k 87.74

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Citigroup
LPL Financial
Financial Engines Advisors L.L.C
Stifel Financial
Benjamin Edwards
Parcion Private Wealth
Envestnet Asset Management
AE Wealth Management
Confluence Investment Management
Financial Advisory Service
Wellspring Financial Advisors
First National Trust Company
NorthRock Partners
Wells Fargo & Company
Tradewinds Capital Management

View all funds holding SPDR DJ Wilshire Mid Cap Growth