⏳
Showing Q4 2024 data
RE Dickinson Investment Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
RE Dickinson Investment Advisors, LLC
•CIK: 1801241•Filing: Q4 2024
RE Dickinson Investment Advisors, LLC manages $1.8B across a diversified portfolio of 323 positions. The fund exhibits a significant global equity tilt, with top holdings including SCHG at $370.9M and VEA at $161.0M. Notable allocations also include international exposure via VWO ($145.2M) and a substantial allocation to core US indices like IVV ($117.5M). This structure suggests a systematic, multi-asset approach emphasizing broad market capture across global geographies.
Total AUM
$1.8B
QoQ Performance
+899.3%
Positions
285
Top 10 Concentration
72.9%
Latest Filing
Q4 2024
Top Holdings Allocation
SCHG
VEA
VWO
IVV
IWD
BRK/B
SCHG20.9%
VEA9.1%
VWO8.2%
IVV6.6%
IWD6.1%
BRK/B5.2%
SCHM4.7%
BND4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.1%
ETF6.8%
Financial5.9%
Technology5.2%
Industrial4.9%
Consumer0.4%
Healthcare0.3%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2024
+51 more exited positions
Changes from Q3 2024
NEW15 new positions
↑70 increased
↓18 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023