AVEE — AMERICAN CENTY ETF TR

Ownership history in Efficient Frontier Advisors LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in AMERICAN CENTY ETF TR (AVEE). 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
0.27% (2025 Q2)
Avg. % of fund
0.23%
First filed
2024 Q3
Last filed
2025 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 7,143 — 0% 0.27% $430K $59.23
2025 Q1 ADDED 7,143 +58 +0.8% 0.24% $375K $51.30
2024 Q4 ADDED 7,085 +3,224 +83.5% 0.25% $378K $52.07
2024 Q3 INITIATED 3,861 — — 0.15% $227K $56.15
% of Fund (quarterly)    AVEE price (monthly, adj. close)

Other funds also holding AVEE

As of 2025 Q4 — sorted by position size

Ariadne Wealth Management, LP 0.74% CAP Partners, LLC 0.49% Mills Wealth Advisors LLC 0.38% LAM GROUP, INC. 3Y 0.32% Index Fund Advisors, Inc. 3Y 0.31% ARK & TLK INVESTMENTS, LLC 0.19% Cypress Point Wealth Management, LLC 3Y 0.18% VISTA CAPITAL PARTNERS, INC. 3Y 7Y 0.14% ERn Financial, LLC 3Y 7Y 0.12% Tortoise Investment Management, LLC 3Y 7Y 0.07%
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