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Ishares Tr msci usavalfct shares owned by DHK Financial Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by DHK Financial Advisors from 13F filings

Historical chart of DHK Financial Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 10k 109.04
2024-06-30 $1.1M 10k 103.46

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Utilities Etf (VPU)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Frontier And Sel (FM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for DHK Financial Advisors

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
BlackRock
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
Life Line Wealth Management
LPL Financial

View all funds holding Ishares Tr msci usavalfct