$804 Million is the total value of DIVERSIFY WEALTH MANAGEMENT, LLC's 432 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 5.4% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 4.4% |
| SPDR S&P 500 ETF TR | 1 | Q2 2024 | 3.5% |
| SPDR SER TR | 1 | Q2 2024 | 2.3% |
| SPDR SER TR | 1 | Q2 2024 | 2.3% |
| ISHARES TR | 1 | Q2 2024 | 2.0% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 2.0% |
| BNY MELLON ETF TRUST | 1 | Q2 2024 | 1.7% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 1.5% |
| SPDR INDEX SHS FDS | 1 | Q2 2024 | 1.5% |
View DIVERSIFY WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-25 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
View DIVERSIFY WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.