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SPDR DJ Wilshire Large Cap Value shares owned by Root Financial Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 20k 51.14
2024-09-30 $721k 14k 52.86

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
ValMark Advisers
Bank of America Corporation
Ameriprise Financial
UBS Group
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value