Independent Financial Group’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Independent Financial Group’s Portfolio TDVG Stock Details TDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-66,590	Closed	-$2.82M	–	1423
2025 Q2	$2.82M	Buy	66,590 +5,393	+9%	+$218K	0.08%	253
2025 Q1	$2.47M	Sell	61,197 -6,852	-10%	-$280K	0.09%	236
2024 Q4	$2.69M	Sell	68,049 -31,464	-32%	-$1.28M	0.09%	223
2024 Q3	$4.08M	Buy	99,513 +8,333	+9%	+$330K	0.15%	127
2024 Q2	$3.51M	Buy	91,180 +30,217	+50%	+$1.14M	0.14%	137
2024 Q1	$2.32M	Buy	60,963 +14,266	+31%	+$519K	0.11%	184
2023 Q4	$1.65M	Buy	46,697 +39,843	+581%	+$1.32M	0.09%	241
2023 Q3	$220K	Buy	+6,854	New	+$229K	0.01%	795

Other funds holding TDVG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Independent Financial Group's TDVG Position: Q3 2025 in Review

Independent Financial Group sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q3 2025, closing a stake of 66,590 shares — an estimated $2.82M sold.

Independent Financial Group first reported a position in TDVG in Q3 2023 and held it in 8 quarters. The position peaked at $4.08M in Q3 2024. 110 funds tracked by Wall St. Rank hold TDVG as of Q3 2025.

Independent Financial Group reported no remaining T. Rowe Price Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 66,590 T. Rowe Price Dividend Growth ETF shares in Q3 2025, an estimated $2.82M.
Independent Financial Group first reported a position in T. Rowe Price Dividend Growth ETF in Q3 2023 and held it in 8 quarters.
Independent Financial Group's T. Rowe Price Dividend Growth ETF position peaked at $4.08M in Q3 2024.
110 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.