AVEM β€” AMERICAN CENTY ETF TR

Ownership history in DIXON FNANCIAL SERVICES, INC.  Β·  8 quarters on record

AI Ownership Summary

DIXON FNANCIAL SERVICES, INC. reported AMERICAN CENTY ETF TR (AVEM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q2. The latest visible filing shows AVEM at 0.34% 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 AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIXON FNANCIAL SERVICES, INC.'s position in AMERICAN CENTY ETF TR, 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

AVEM was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q2

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 DIXON FNANCIAL SERVICES, INC. held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,908 β€” 0% 0.34% $763K 2026-02-14 (Est.) $86.21
2025 Q3 UNCHANGED 9,908 β€” 0% 0.34% $744K 2025-10-08 $75.27
2025 Q2 ADDED 9,908 +594 +6.4% 0.34% $679K 2025-07-28 $68.80
2025 Q1 UNCHANGED 9,314 β€” 0% 0.30% $560K 2025-04-22 $57.45
2024 Q4 UNCHANGED 9,314 β€” 0% 0.30% $548K 2025-01-23 $58.08
2024 Q3 UNCHANGED 9,314 β€” 0% 0.32% $602K 2024-10-22 $60.83
2024 Q2 UNCHANGED 9,314 β€” 0% 0.32% $569K 2024-07-16 $60.13
2024 Q1 INITIATED 9,314 β€” β€” 0.30% $540K 2024-04-16 $53.27

🏒 Other funds also holding AVEM

As of 2026 Q1 β€” sorted by position size

Adelphi Trust Co 2.52% Signature Wealth Management Group 3Y 7Y 0.12% BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About DIXON FNANCIAL SERVICES, INC. and AVEM

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

How long has DIXON FNANCIAL SERVICES, INC. reported owning AVEM?

DIXON FNANCIAL SERVICES, INC. reported AVEM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AVEM position in DIXON FNANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for AVEM was 0.34% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2025 Q4, when DIXON FNANCIAL SERVICES, INC. reported 9,908 shares, equal to 0.34% of portfolio, with an estimated market value of $763K.

What does the chart on this AVEM ownership page compare?

The chart compares DIXON FNANCIAL SERVICES, INC.'s quarterly AVEM 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.

← Back to DIXON FNANCIAL SERVICES, INC. Holdings