Ameritas Investment Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ameritas Investment Company’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.97M	Buy	39,256 +4,436	+13%	+$230K	0.09%	174
2021 Q2	$2.19M	Buy	34,820 +22,915	+192%	+$1.15M	0.11%	163
2021 Q1	$575K	Sell	11,905 -21,771	-65%	-$1.01M	0.05%	319
2020 Q4	$1.51M	Buy	33,676 +670	+2%	+$28.5K	0.29%	78
2020 Q3	$1.24M	Hold	33,006	–	–	0.39%	68
2020 Q2	$1.24M	Sell	33,006 -2,450	-7%	-$89.1K	0.36%	71
2020 Q1	$1.16M	Buy	35,456 +18,693	+112%	+$731K	0.19%	97
2019 Q4	$705K	Buy	16,763 +7,939	+90%	+$321K	0.15%	138
2019 Q3	$346K	Buy	+8,824	New	+$340K	0.07%	242
2019 Q2	–	Sell	-12,996	Closed	-$477K	–	375
2019 Q1	$477K	Buy	12,996 +3,539	+37%	+$126K	0.09%	178
2018 Q4	$314K	Buy	+9,457	New	+$332K	0.07%	222

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's DGRO Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q3 2021, buying an estimated $230K and bringing the position to 39,256 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #174.

Ameritas Investment Company first reported a position in DGRO in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.19M in Q2 2021. 663 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

Ameritas Investment Company held 39,256 shares of iShares Core Dividend Growth ETF worth $1.97M as of Q3 2021.
Ameritas Investment Company bought 4,436 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $230K.
iShares Core Dividend Growth ETF made up 0.09% of Ameritas Investment Company's portfolio in Q3 2021, its #174 holding.
Ameritas Investment Company first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Core Dividend Growth ETF position peaked at $2.19M in Q2 2021.
663 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.