AVLC 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 (AVLC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.44% in 2024 Q4. The latest visible filing shows AVLC at 0.42% 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 AVLC 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

AVLC was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q4

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 AVLC β€” position size vs. price
% of Fund (quarterly)    AVLC 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 11,933 β€” 0% 0.42% $938K 2026-02-14 (Est.) $80.70
2025 Q3 UNCHANGED 11,933 β€” 0% 0.42% $913K 2025-10-08 $76.85
2025 Q2 UNCHANGED 11,933 β€” 0% 0.43% $848K 2025-07-28 $72.83
2025 Q1 UNCHANGED 11,933 β€” 0% 0.41% $766K 2025-04-22 $59.93
2024 Q4 UNCHANGED 11,933 β€” 0% 0.44% $806K 2025-01-23 $69.88
2024 Q3 UNCHANGED 11,933 β€” 0% 0.42% $788K 2024-10-22 $66.14
2024 Q2 UNCHANGED 11,933 β€” 0% 0.42% $749K 2024-07-16 $64.18
2024 Q1 INITIATED 11,933 β€” β€” 0.41% $738K 2024-04-16 $57.99

FAQ About DIXON FNANCIAL SERVICES, INC. and AVLC

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 AVLC?

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

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

The largest reported portfolio weight for AVLC was 0.44% in 2024 Q4.

What is the latest reported AVLC position on this page?

The most recent filing on this page is 2025 Q4, when DIXON FNANCIAL SERVICES, INC. reported 11,933 shares, equal to 0.42% of portfolio, with an estimated market value of $938K.

What does the chart on this AVLC ownership page compare?

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