FDIV β€” EA SERIES TRUST

Ownership history in Arrowroot Family Office, LLC  Β·  7 quarters on record

AI Ownership Summary

Arrowroot Family Office, LLC reported EA SERIES TRUST (FDIV) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.88% in 2024 Q3. The latest visible filing shows FDIV at 2.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arrowroot Family Office, LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDIV was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.88% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arrowroot Family Office, LLC held FDIV β€” position size vs. price
% of Fund (quarterly)    FDIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 284,997 +3,038 +1.1% 2.81% $7.7M 2026-02-14 (Est.) $28.31
2025 Q3 ADDED 281,959 +3,048 +1.1% 3.02% $7.6M 2025-11-12 $26.41
2025 Q2 ADDED 278,911 +27,852 +11.1% 3.25% $7.3M 2025-08-05 $25.69
2024 Q4 ADDED 251,059 +21,100 +9.2% 3.54% $6.8M 2025-02-14 $25.76
2024 Q3 ADDED 229,959 +23,016 +11.1% 3.88% $6.7M 2024-11-14 $27.24
2024 Q2 ADDED 206,943 +50,927 +32.6% 3.57% $5.6M 2024-08-13 $26.23
2024 Q1 INITIATED 156,016 β€” β€” 2.81% $4.4M 2024-05-14 $26.34

FAQ About Arrowroot Family Office, LLC and FDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arrowroot Family Office, LLC reported owning FDIV?

Arrowroot Family Office, LLC reported FDIV across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FDIV position in Arrowroot Family Office, LLC's portfolio?

The largest reported portfolio weight for FDIV was 3.88% in 2024 Q3.

What is the latest reported FDIV position on this page?

The most recent filing on this page is 2025 Q4, when Arrowroot Family Office, LLC reported 284,997 shares, equal to 2.81% of portfolio, with an estimated market value of $7.7M.

What does the chart on this FDIV ownership page compare?

The chart compares Arrowroot Family Office, LLC's quarterly FDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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