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DFPG Investments’s Dow Inc DOW Stock Holding History

DFPG Investments’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$662K Buy
12,111
+215
+2% +$11K 0.05% 327
2023
Q3 		$575K Sell
11,896
-184
-2% -$9.88K 0.05% 320
2023
Q2 		$638K Buy
12,080
+3,979
+49% +$211K 0.06% 321
2023
Q1 		$444K Buy
8,101
+286
+4% +$16.1K 0.05% 361
2022
Q4 		$450K Buy
+7,815
New +$382K 0.07% 275

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DFPG Investments's DOW Position: Q4 2023 in Review

DFPG Investments increased its Dow Inc (DOW) stake by 1.8% in Q4 2023, buying an estimated $11K and bringing the position to 12,111 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #327.

DFPG Investments first reported a position in DOW in Q4 2022 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • DFPG Investments held 12,111 shares of Dow Inc worth $662K as of Q4 2023.
  • DFPG Investments bought 215 Dow Inc shares in Q4 2023, an estimated $11K.
  • Dow Inc made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #327 holding.
  • DFPG Investments first reported a position in Dow Inc in Q4 2022 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.