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Two Rds Shared Tr shares owned by Asset Dedication

Quarter-by-quarter ownership of Two Rds Shared Tr (WCEO) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 98 30.61
2023-12-31 $3.0k 98 30.61
2023-09-30 $2.0k 98 20.41
2023-06-30 $3.0k 98 30.61

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

Top funds holding Two Rds Shared Tr

Citadel Advisors
Private Wealth Management Group
North Star Investment Management
Harbour Investments
Asset Dedication
Toth Financial Advisory Corporation

View all funds holding Two Rds Shared Tr