AVDV — AMERICAN CENTY ETF TR

Ownership history in Efficient Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in AMERICAN CENTY ETF TR (AVDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.71% (2023 Q4)
Avg. % of fund
1.31%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 199,404 -52,739 -20.9% 1.09% $18.7M $93.86
2025 Q3 REDUCED 252,143 -20,549 -7.5% 1.26% $22.4M $87.58
2025 Q2 REDUCED 272,692 -29,887 -9.9% 1.29% $21.6M $77.99
2025 Q1 REDUCED 302,579 -38,760 -11.4% 1.28% $21.1M $67.33
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVDV price (monthly, adj. close)

Other funds also holding AVDV

As of 2025 Q4 — sorted by position size

CogentBlue Wealth Advisors, LLC 16.8% Accredited Investors Inc. 3Y 7Y 13.03% Divergent Planning, LLC 3Y 12.83% Frontier Asset Management, LLC 3Y 12.72% Mason Investment Advisory Services, Inc. 10.77% QUARRY HILL ADVISORS, LLC 3Y 10.65% Kondo Wealth Advisors, Inc. 9.24% Meredith Wealth Planning 3Y 9.02% Peirce Capital Management, LLC 8.84% Burton Enright Welch 7.51%
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