DI
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Disciplined Investments’s Dow Inc DOW Stock Holding History

Disciplined 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
Q3 		– Sell
-515
Closed -$27.4K – 501
2023
Q2 		$27.4K Buy
515
+15
+3% +$797 0.01% 256
2023
Q1 		$27.4K Sell
500
-11
-2% -$619 0.01% 282
2022
Q4 		$25.7K Buy
511
+41
+9% +$2K 0.01% 267
2022
Q3 		$21K Sell
470
-51
-10% -$2.59K 0.01% 307
2022
Q2 		$27K Buy
521
+31
+6% +$1.99K 0.01% 280
2022
Q1 		$31K Buy
490
+73
+18% +$4.4K 0.01% 281
2021
Q4 		$24K Hold
417
– – 0.01% 282
2021
Q3 		$24K Hold
417
– – 0.01% 252
2021
Q2 		$26K Buy
+417
New +$27.5K 0.01% 239
2020
Q2 		– Sell
-83
Closed -$2K – 409
2020
Q1 		$2K Buy
+83
New +$3.53K ﹤0.01% 362

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return