Trustees of Dartmouth College historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2013-12-31 to 2026-06-30, Trustees of Dartmouth College opened 14 positions, added to 4, reduced 14 and sold out of 6.
- Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 502,452.
- Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 182,250.
- Q1 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 334,200.
- Q1 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 744,478.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1599404), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-20); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-09-09); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2014-12-31 to 2023-12-31 (missing 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WETZEL INVESTMENT ADVISORS, INC. | United States | $0.252B | 142 |
| Seneca House Advisors | United States | $0.252B | 96 |
| Ducere Wealth Management LLC | United States | $0.251B | 126 |
| Hapanowicz & Associates Financial Services, Inc | United States | $0.251B | 31 |
| Carnegie Lake Advisors LLC | United States | $0.252B | 167 |
| INVENIO WEALTH PARTNERS LLC | United States | $0.252B | 89 |
| WEIK CAPITAL MANAGEMENT | United States | $0.251B | 90 |
| WASHINGTON STATE INVESTMENT BOARD | United States | $0.251B | 2 |
| BAYSHORE ASSET MANAGEMENT, LLC | United States | $0.251B | 40 |
| Silver Lake Advisory, LLC | United States | $0.252B | 103 |