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Dow shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 6.8k 57.93
2023-09-30 $629k 12k 51.56
2023-06-30 $645k 12k 53.26
2023-03-31 $506k 9.2k 54.82
2022-12-31 $203k 4.0k 50.39

More positions owned by One Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Carbon Trans (LCTU)

View all positions for One Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Pzena Investment Management
Morgan Stanley
Geode Capital Management
Dimensional Fund Advisors
UBS Group
Northern Trust
Susquehanna International
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
FMR

View all funds holding Dow