Dimension Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Dimension Capital Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,800	Closed	-$574K	–	95
2020 Q1	$574K	Hold	7,800	–	–	0.21%	50
2019 Q4	$824K	Hold	7,800	–	–	0.24%	49
2019 Q3	$795K	Hold	7,800	–	–	0.27%	46
2019 Q2	$777K	Hold	7,800	–	–	0.26%	49
2019 Q1	$766K	Hold	7,800	–	–	0.33%	45
2018 Q4	$697K	Hold	7,800	–	–	0.34%	44
2018 Q3	$778K	Buy	+7,800	New	+$782K	0.37%	43

Other funds holding DVY

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimension Capital Management's DVY Position: Q2 2020 in Review

Dimension Capital Management sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 7,800 shares — an estimated $574K sold.

Dimension Capital Management first reported a position in DVY in Q3 2018 and held it in 7 quarters. The position peaked at $824K in Q4 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Dimension Capital Management reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Dimension Capital Management sold 7,800 iShares Select Dividend ETF shares in Q2 2020, an estimated $574K.
Dimension Capital Management first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 7 quarters.
Dimension Capital Management's iShares Select Dividend ETF position peaked at $824K in Q4 2019.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Dimension Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.