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Dex shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Dex (DXCM) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Dex

Tip: Access up to 7 years of quarterly data

All positions including Dex held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dex by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 1.5k 138.70

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange Traded Hlth Care Alph (FXH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Amazon (AMZN)

View all positions for Holistic Financial Partners

Top funds holding Dex

Vanguard Group
BlackRock
Baillie Gifford & Co
Sands Capital Management
FMR
Geode Capital Management
Nuveen Asset Management
Artisan Partners Limited Partnership
Jpmorgan Chase & Co
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
American Century Companies
Morgan Stanley
William Blair $ Company
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Dex