Efficient Frontier Advisors LLC AVDV AMERICAN CENTY ETF TR

Ownership history in Efficient Frontier Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Efficient Frontier Advisors LLC reported AMERICAN CENTY ETF TR (AVDV) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.91% in 2023 Q4. The latest visible filing shows AVDV at 1.88% 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 AVDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Efficient Frontier Advisors LLC'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 Q2

AVDV was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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 Efficient Frontier Advisors LLC held AVDV — position size vs. price
% of Fund (quarterly)    AVDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 37,377 +84 +0.2% 1.88% $3.0M 2025-08-14 (Est.) $82.54
2025 Q1 ADDED 37,293 +757 +2.1% 1.69% $2.6M 2025-04-07 $59.63
2024 Q4 ADDED 36,536 +95 +0.3% 1.57% $2.4M 2025-01-28 $63.66
2024 Q3 UNCHANGED 36,441 0% 1.67% $2.6M 2024-10-02 $66.01
2024 Q2 ADDED 36,441 +67 +0.2% 1.67% $2.4M 2024-07-18 $63.45
2024 Q1 UNCHANGED 36,374 0% 1.90% $2.4M 2024-04-03 $61.08
2023 Q4 INITIATED 36,374 1.91% $2.3M 2024-02-09 $56.32

FAQ About Efficient Frontier Advisors LLC and AVDV

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

How long has Efficient Frontier Advisors LLC reported owning AVDV?

Efficient Frontier Advisors LLC reported AVDV across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AVDV position in Efficient Frontier Advisors LLC's portfolio?

The largest reported portfolio weight for AVDV was 1.91% in 2023 Q4.

What is the latest reported AVDV position on this page?

The most recent filing on this page is 2025 Q2, when Efficient Frontier Advisors LLC reported 37,377 shares, equal to 1.88% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AVDV ownership page compare?

The chart compares Efficient Frontier Advisors LLC's quarterly AVDV 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.

How well did Efficient Frontier Advisors LLC time their AVDV position?

Based on 13F filing dates vs. subsequent AVDV price moves, Efficient Frontier Advisors LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AVDV relative to SPY over the holding period was +7.6%.

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