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Dogwood Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Dogwood Wealth Management’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-181
Closed -$5.83K – 624
2024
Q1 		$5.83K Hold
181
– – ﹤0.01% 201
2023
Q4 		$5.56K Buy
+181
New +$5.19K ﹤0.01% 181

Other funds holding DIVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Dogwood Wealth Management's DIVI Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2024, closing a stake of 181 shares — an estimated $5.83K sold.

Dogwood Wealth Management first reported a position in DIVI in Q4 2023 and held it in 2 quarters. The position peaked at $5.83K in Q1 2024. 103 funds tracked by Wall St. Rank hold DIVI as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 181 Franklin International Core Dividend Tilt Index ETF shares in Q2 2024, an estimated $5.83K.
  • Dogwood Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $5.83K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.