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Ishares Tr usa min vo shares owned by Dfpg Investments

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Dfpg Investments from 13F filings

Historical chart of Dfpg Investments investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Dfpg Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 58k 78.15
2023-09-30 $4.2M 57k 73.29
2023-06-30 $5.0M 67k 74.92
2023-03-31 $4.5M 62k 72.74
2022-12-31 $3.9M 52k 73.78

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View all positions for Dfpg Investments

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo