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SPDR DJ Wilshire Small Cap Value shares owned by Dean, Jacobson Financial Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Dean, Jacobson Financial Services from 13F filings

Historical chart of Dean, Jacobson Financial Services investment in SPDR DJ Wilshire Small Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Value held by Dean, Jacobson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Dean, Jacobson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 285k 82.97
2023-12-31 $24M 284k 83.31
2023-09-30 $20M 280k 72.37
2021-12-31 $25M 299k 84.72

More positions owned by Dean, Jacobson Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Texas Pacific Land Corp (TPL)
Fs Credit Opportunities Corp Common Stock (FSCO)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Fs Kkr Capital Corp (FSK)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Dean, Jacobson Financial Services

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Evensky & Katz
Nelson, Van Denburg & Campbell Wealth Management
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value