Trustees of Dartmouth College quarter change: USA ETF, Reduced
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, Trustees of Dartmouth College opened 4 positions, added to 0, reduced 2, sold out of 4 and left 4 unchanged. The largest increase in value was QLTY (+$160,141,774); the largest decrease was SPY (-$57,663,046).
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 502,452; Shares 2026-06-30 285,466.
- VTV: Country of operation —; Class VALUE ETF; Shares 2026-03-31 182,250; Shares 2026-06-30 146,886.
Two Form 13F-HR filings compared (SEC CIK 1599404): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). 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.
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 |