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SPDR DJ Wilshire Small Cap Value shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 31k 85.42

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value