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SPDR DJ Wilshire Large Cap Value shares owned by First Ascent Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by First Ascent Asset Management from 13F filings

Historical chart of First Ascent Asset Management investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by First Ascent Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by First Ascent Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 132k 46.63
2023-09-30 $5.0M 121k 41.26
2023-06-30 $5.0M 117k 43.20
2023-03-31 $3.8M 93k 40.72
2022-12-31 $3.0M 77k 38.89

More positions owned by First Ascent Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Intl Aggr (IAGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for First Ascent Asset Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value