AVES — AMERICAN CENTY ETF TR

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

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in AMERICAN CENTY ETF TR (AVES). 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
0.2% (2025 Q2)
Avg. % of fund
0.17%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 5,810 +80 +1.4% 0.20% $311K $52.48
2025 Q1 ADDED 5,730 +818 +16.7% 0.18% $270K $45.56
2024 Q4 ADDED 4,912 +147 +3.1% 0.15% $227K $44.64
2024 Q3 UNCHANGED 4,765 — 0% 0.16% $248K $48.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVES price (monthly, adj. close)

Other funds also holding AVES

As of 2025 Q4 — sorted by position size

ATLas Financial Planning LLC 5.5% Meredith Wealth Planning 3Y 4.86% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 4.56% Armbruster Capital Management, Inc. 3Y 7Y 3.4% Oceanside Advisors LLC 3.26% Allegiance Financial Group Advisory Services LLC 3Y 2.26% Northland Capital Management LLC 3Y 2.19% MB Generational Wealth, LLC 2.19% BAYSHORE ASSET MANAGEMENT, LLC 3Y 2.18% B&D White Capital Company, LLC 3Y 2.02%
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