In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Dan L Duncan Foundation reported 2 stock positions worth $65.5 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 74.5% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 25.5%). Compared with Q1 2024, it added to 1 and reduced 1. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +2%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −6%).
- Location
- HOUSTON, TX
- CIK
- 0001801470
- Portfolio Value
- $65.5M (Q2 2024)