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Etf Ser Solutions shares owned by WorthPointe

Quarter-by-quarter ownership of Etf Ser Solutions (MSMR) shares owned by WorthPointe from 13F filings

Historical chart of WorthPointe investment in Etf Ser Solutions

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All positions including Etf Ser Solutions held by WorthPointe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by WorthPointe

Quarter filed Position value Share count Share price at filing
2024-09-30 $712k 24k 29.78
2024-06-30 $436k 16k 27.99
2024-03-31 $207k 7.4k 27.85

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

Top funds holding Etf Ser Solutions

McElhenny Sheffield Capital Management
WorthPointe
Wolverine Trading
Symphony Financial
HPM Partners
Aptus Capital Advisors
Beaird Harris Wealth Management
Morgan Stanley

View all funds holding Etf Ser Solutions