Pure Financial Advisors’s Dow Inc DOW Stock Holding History

Pure Financial Advisors’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
2024 Q4	–	Sell	-4,489	Closed	-$245K	–	353
2024 Q3	$245K	Sell	4,489 -29	-0.6%	-$1.53K	0.01%	297
2024 Q2	$240K	Buy	4,518 +445	+11%	+$25.4K	0.01%	288
2024 Q1	$236K	Sell	4,073 -56	-1%	-$3.1K	0.01%	280
2023 Q4	$226K	Buy	4,129 +24	+0.6%	+$1.23K	0.01%	280
2023 Q3	$212K	Buy	4,105 +154	+4%	+$8.27K	0.01%	249
2023 Q2	$210K	Buy	3,951 +25	+0.6%	+$1.33K	0.01%	244
2023 Q1	$215K	Buy	+3,926	New	+$221K	0.01%	238
2022 Q2	–	Sell	-3,915	Closed	-$249K	–	238
2022 Q1	$249K	Buy	3,915 +17	+0.4%	+$1.02K	0.01%	199
2021 Q4	$221K	Buy	3,898 +335	+9%	+$19.1K	0.01%	201
2021 Q3	$205K	Buy	3,563 +26	+0.7%	+$1.59K	0.02%	189
2021 Q2	$224K	Buy	3,537 +3	+0.1%	+$198	0.02%	188
2021 Q1	$226K	Buy	+3,534	New	+$211K	0.02%	174

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return