RE Dickinson Investment Advisors’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

RE Dickinson Investment Advisors’s Portfolio BDVG Stock Details BDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.99M	Buy	173,684 +2,665	+2%	+$31.5K	1.12%	17
2024 Q3	$2M	Buy	171,019 +14,092	+9%	+$160K	1.13%	17
2024 Q2	$1.73M	Buy	156,927 +12,580	+9%	+$138K	1.05%	18
2024 Q1	$1.63M	Buy	+144,347	New	+$1.55M	1.02%	18

Other funds holding BDVG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BAM

Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RE Dickinson Investment Advisors's BDVG Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 1.6% in Q4 2024, buying an estimated $31.5K and bringing the position to 173,684 shares worth $1.99M. The position accounts for 1.12% of the portfolio, ranked #17.

RE Dickinson Investment Advisors first reported a position in BDVG in Q1 2024 and has held it in 4 quarters since. The position peaked at $2M in Q3 2024. 10 funds tracked by Wall St. Rank hold BDVG as of Q4 2024.

RE Dickinson Investment Advisors held 173,684 shares of IMGP Berkshire Dividend Growth ETF worth $1.99M as of Q4 2024.
RE Dickinson Investment Advisors bought 2,665 IMGP Berkshire Dividend Growth ETF shares in Q4 2024, an estimated $31.5K.
IMGP Berkshire Dividend Growth ETF made up 1.12% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #17 holding.
RE Dickinson Investment Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q1 2024 and has held it in 4 quarters since.
RE Dickinson Investment Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $2M in Q3 2024.
10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.