Advertisement
Screener

DEAN INVESTMENT ASSOCIATES, LLC Last Quarter Change: USA ETF, New

DEAN INVESTMENT ASSOCIATES, LLC quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, DEAN INVESTMENT ASSOCIATES, LLC opened 0 positions, added to 1, reduced 1, sold out of 0 and left 4 unchanged. The largest increase in value was FLRN (+$668,145); the largest decrease was SCHO (-$108,463).

Two Form 13F-HR filings compared (SEC CIK 846797): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
GREENUP STREET WEALTH MANAGEMENT LLCUnited States$0.710B127
Sixth Street Partners Management Company, L.P.United States$0.711B9
LaSalle St. Investment Advisors, LLCUnited States$0.710B411
AA Financial Advisors, LLCUnited States$0.710B221
PERSONAL CFO SOLUTIONS, LLCUnited States$0.712B520
Lee Financial CoUnited States$0.709B211
Asio Capital, LLCUnited States$0.712B110
Alvarez & Marsal Private Wealth Partners, LLCUnited States$0.712B177
Defilade Capital Management, L.P.United States$0.712B31
Cypress Wealth Services, LLCUnited States$0.708B397