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SPDR DJ Wilshire Mid Cap Value shares owned by Asset Dedication

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 270k 76.01
2023-12-31 $20M 273k 73.37
2023-09-30 $18M 284k 64.86
2023-06-30 $19M 280k 68.80
2023-03-31 $17M 260k 66.09
2022-12-31 $17M 256k 64.73
2022-09-30 $15M 254k 57.81
2022-06-30 $16M 264k 60.47
2022-03-31 $18M 253k 70.31
2021-12-31 $18M 250k 71.07
2021-09-30 $14M 216k 66.18
2021-06-30 $14M 214k 67.55
2021-03-31 $7.5M 115k 65.42
2020-12-31 $10M 182k 55.43
2020-09-30 $7.3M 168k 43.40
2020-06-30 $4.9M 114k 42.64
2020-03-31 $2.8M 81k 35.20
2019-12-31 $4.4M 81k 54.79
2019-09-30 $3.5M 67k 51.34
2019-06-30 $3.4M 67k 51.37
2019-03-31 $3.8M 75k 50.48
2018-12-31 $4.4M 99k 44.33
2018-09-30 $5.7M 107k 53.74
2018-06-30 $5.0M 96k 51.93
2018-03-31 $3.8M 39k 99.21
2017-12-31 $2.3M 22k 102.62
2017-09-30 $2.1M 21k 98.79
2017-06-30 $1.6M 16k 95.95
2017-03-31 $1.5M 16k 96.17
2016-12-31 $1.5M 16k 93.91
2016-09-30 $1.4M 18k 80.46
2016-06-30 $1.4M 18k 80.46
2016-03-31 $1.4M 18k 80.33
2015-12-31 $1.3M 17k 76.01

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Tiaa Trust, National Association
Benjamin F. Edwards & Company
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
Klingman & Associates
First Pacific Financial
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value