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Flexshares Tr m star dev mkt shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Flexshares Tr m star dev mkt (TLTD) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Flexshares Tr m star dev mkt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr m star dev mkt held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr m star dev mkt by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $372k 5.0k 75.00
2024-06-30 $370k 5.3k 69.90

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Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

Top funds holding Flexshares Tr m star dev mkt

Northern Trust
Capstone Financial Advisors
Envestnet Asset Management
SageView Advisory Group
Harbour Trust & Investment Management
Commonwealth Equity Services
Mml Investors Services
Efficient Advisors
Morgan Stanley
First PREMIER Bank
Citadel Advisors
Hanlon Investment Management
Bridges Investment Management
Cetera Investment Advisers
LPL Financial

View all funds holding Flexshares Tr m star dev mkt