RE Dickinson Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$177M
Signature - Title
Christopher L Adkins - Customer Service Associate
Location
Council Bluffs, IA
Summary
This page shows a list of all the recent 13F filings made by RE Dickinson Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RE Dickinson Investment Advisors, LLC reported 241 stock holdings with total value $177M as of Q3 2024. Top holdings included SCHG, VEA, VWO, IVV, and IWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 241 $177M +$3.95M -$2.88M +$1.06M SCHG, VEA, VWO, IVV, IWD 13F-HR 11/13/2024, 02:31 PM
Q2 2024 230 $165M +$9.18M -$6.55M +$2.63M SCHG, VEA, VWO, IVV, IWD 13F-HR 8/9/2024, 12:00 PM
Q1 2024 213 $160M +$32.2M -$29.8M +$2.41M SCHG, VEA, VWO, IVV, IWD 13F-HR 5/8/2024, 12:25 PM
Q4 2023 226 $150M +$4.06M -$9.31M -$5.25M SCHG, VEA, VWO, SCHD, SCHP 13F-HR 2/13/2024, 10:39 AM
Q3 2023 264 $143M +$5.05M -$129M -$124M SCHG, VEA, VWO, SCHD, SCHP 13F-HR 11/14/2023, 12:24 PM
Q2 2023 382 $272M +$12M -$44.1M -$32M SCHG, VEA, VWO, SCHD, SCHP 13F-HR 8/14/2023, 10:16 AM
Q1 2023 401 $296M +$89.7M -$44.7M +$45M SCHG, VEA, VWO, SCHP, SCHD Restatement 5/10/2023, 09:23 AM
Q4 2022 383 $242M +$121M -$6.87M +$114M VEA, SCHP, VWO, SCHV, SCHM 13F-HR 1/31/2023, 11:01 AM
Q3 2022 258 $121M +$9.48M -$4.26M +$5.22M SCHP, VEA, VWO, SCHM, SCHV 13F-HR 11/2/2022, 01:35 PM
Q2 2022 285 $124M +$8.75M -$6.64M +$2.11M VEA, SCHP, VWO, SCHM, SCHV 13F-HR 8/11/2022, 12:29 PM
Q1 2022 279 $147M +$47.9M -$25.8M +$22M VEA, SCHP, VWO, SCHM, SCHV Restatement 8/17/2022, 12:12 PM
Q1 2022 303 $148M +$48.4M -$25.8M +$22.6M VEA, SCHP, VWO, SCHM, SCHV Restatement 5/9/2022, 04:48 PM
Q4 2021 291 $132M $0 $0 SCHP, IVV, SCHM, VWO, UNP 13F-HR 2/14/2022, 12:29 PM