Dowling & Yahnke LLC Incresed Positions in Q3 2022

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
1.26M
+ 482.39%
$21.44 - $25.78 $27M - $32.5M
1.52M $32.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
317K
+ 28.34%
$74.52 - $77.47 $23.6M - $24.6M
1.44M $108M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
456K
+ 61.21%
$45.75 - $54.53 $20.9M - $24.9M
1.2M $55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
181K
+ 40.4%
$74.01 - $77.39 $13.4M - $14M
628K $46.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
207K
+ 68.41%
$48.11 - $50.34 $9.97M - $10.4M
510K $24.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
408K
+ 508.77%
$18.92 - $22.98 $7.72M - $9.37M
488K $9.31M
DISV
Dimensional ETF Tr Dimensional

ETFs
301K
+ 890.24%
$18.36 - $22.57 $5.52M - $6.78M
334K $6.21M
DFAE
Dimensional ETF Tr

ETFs
232K
+ 1129.12%
$20.09 - $23.68 $4.67M - $5.51M
253K $5.08M
AAPL
Apple Inc.

Technology
17.6K
+ 3.55%
$138.2 - $174.55 $2.43M - $3.07M
513K $70.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
169K
+ 16.37%
$29.6 - $34.78 $5.02M - $5.89M
1.2M $35.7M
ILMN
Illumina, Inc.

Healthcare
14.3K
+ 459.76%
$177.23 - $227.44 $2.54M - $3.26M
17.5K $3.33M
TSLA
Tesla, Inc.

Consumer Cyclical
30.4K
+ 210.91%
$265.25 - $927.96 $8.06M - $28.2M
44.8K $11.9M
AMZN
Amazon Com Inc

Consumer Cyclical
914
+ 0.35%
$109.22 - $144.78 $99.8K - $132K
259K $29.2M
XLC
Select Sector Spdr Tr Communic

ETFs
30.1K
+ 111.98%
$47.89 - $59.89 $1.44M - $1.8M
56.9K $2.73M
PYPL
Pay Pal Holdings, Inc.

Financial Services
198
+ 0.27%
$69.55 - $102.08 $13.8K - $20.2K
74K $6.37M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.58K
+ 15.8%
$192.77 - $237.17 $1.08M - $1.32M
40.9K $7.98M
SRE
Sempra Energy

Utilities
6.59K
+ 24.67%
$24.47 - $175.65 $161K - $1.16M
33.3K $5M
VO
Vanguard Mid Cap ETF

ETFs
7.02K
+ 15.81%
$187.98 - $227.42 $1.32M - $1.6M
51.4K $9.67M
VNQ
Vanguard Specialized Funds Van

ETFs
20K
+ 32.13%
$79.28 - $102.13 $1.58M - $2.04M
82.1K $6.58M
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 1.04%
$77.76 - $92.7 $82.9K - $98.8K
104K $8.74M
VTV
Vanguard Value ETF

ETFs
8.09K
+ 50.97%
$123.48 - $143.43 $999K - $1.16M
24K $2.96M
NFLX
Netflix Inc

Communication Services
1.46K
+ 18.23%
$174.45 - $249.11 $255K - $365K
9.5K $2.24M
AVDE
American Centy ETF Tr Avantis

ETFs
19K
+ 165.74%
$45.36 - $54.56 $861K - $1.04M
30.4K $1.39M
LOW
Lowes Companies Inc

Consumer Cyclical
96
+ 0.2%
$177.36 - $216.47 $17K - $20.8K
47.9K $8.99M
VDE
Vanguard Energy ETF

ETFs
3.11K
+ 2.04%
$93.77 - $118.45 $291K - $368K
155K $15.8M
TMUS
T Mobile Us, Inc.

Communication Services
4.75K
+ 30.61%
$132.32 - $146.86 $629K - $698K
20.3K $2.72M
WMT
Walmart Inc.

Consumer Defensive
484
+ 0.73%
$121.98 - $139.52 $59K - $67.5K
66.6K $8.64M
SCHW
Schwab Charles Corp

Financial Services
643
+ 1.17%
$21.16 - $74.92 $13.6K - $48.2K
55.4K $3.98M
AVUV
American Centy ETF Tr Avantis

ETFs
7.05K
+ 175.12%
$65.42 - $79.96 $461K - $563K
11.1K $732K
VCR
Vanguard Consumer Discretionar

ETFs
1.48K
+ 10.75%
$231.64 - $287.67 $343K - $426K
15.3K $3.59M
TJX
Tjx Companies Inc

Consumer Cyclical
1.22K
+ 2.34%
$56.04 - $68.54 $68.3K - $83.6K
53.2K $3.31M
DXCM
Dexcom Inc

Healthcare
88
+ 0.15%
$76.35 - $94.18 $6.72K - $8.29K
59.1K $4.76M
MS
Morgan Stanley

Financial Services
413
+ 0.43%
$21.84 - $90.15 $9.02K - $37.2K
96.4K $7.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.02K
+ 22.21%
$62.15 - $74.82 $374K - $451K
33.1K $2.06M
TGT
Target Corp

Consumer Defensive
160
+ 0.43%
$142.38 - $180.19 $22.8K - $28.8K
37K $5.48M
AVDV
American Centy ETF Tr Avantis

ETFs
12.6K
+ 20.59%
$47.02 - $57.29 $593K - $722K
73.8K $3.51M
CVS
Cvs Health Corp

Healthcare
867
+ 1.29%
$92.53 - $106.43 $80.2K - $92.3K
68.1K $6.5M
XLE
Energy Sector Spdr

ETFs
2.43K
+ 1.55%
$67.49 - $84.09 $164K - $204K
159K $11.5M
VXF
Vanguard Extended Market ETF

ETFs
2.69K
+ 9.93%
$126.36 - $155.13 $340K - $418K
29.8K $3.79M
DHR
Danaher Corp

Healthcare
242
+ 0.68%
$247.06 - $1507.4 $59.8K - $365K
35.9K $9.28M
WFC
Wells Fargo & Company

Financial Services
984
+ 0.61%
$1.55 - $45.53 $1.53K - $44.8K
162K $6.53M
DE
Deere & CO

Industrials
79
+ 1.59%
$289.14 - $385.48 $22.8K - $30.5K
5.04K $1.68M
ADSK
Autodesk, Inc.

Technology
384
+ 5.05%
$170.95 - $234.04 $65.6K - $89.9K
7.99K $1.49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
111K
+ 5.15%
$22.24 - $26.54 $2.46M - $2.94M
2.26M $50.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.36K
+ 1.2%
$50.25 - $50.72 $420K - $424K
708K $35.6M
FISV
Fiserv Inc

Technology
769
+ 3.48%
$91.66 - $110.72 $70.5K - $85.1K
22.9K $2.14M
CI
Cigna Corp

Healthcare
193
+ 2.32%
$264.84 - $294.15 $51.1K - $56.8K
8.52K $2.36M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
131
+ 14.3%
$636.08 - $743.76 $83.3K - $97.4K
1.05K $736K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.07K
+ 25.64%
$71.38 - $94.98 $76.7K - $102K
5.26K $444K
Activity Summary
Buys All Purchases 192 New Holdings 13 Increased Positions 179 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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