Sax Wealth Advisors »

American Centy Etf Tr Us Sml Cp Valu shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 65k 89.80
2023-09-30 $5.0M 64k 77.95
2023-06-30 $4.8M 62k 77.61
2023-03-31 $4.4M 59k 74.06
2022-12-31 $4.1M 56k 74.51
2022-09-30 $3.4M 51k 66.15
2022-06-30 $2.5M 36k 68.35
2022-03-31 $1.2M 15k 79.83
2021-12-31 $309k 3.9k 79.68

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sax Wealth Advisors

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Merriman Wealth Management
LPL Financial
Mason Investment Advisory Services
Morgan Stanley
Truepoint
Churchill Management Corp.
Buckingham Asset Management
Unison Advisors
Bank of America Corporation
3EDGE Asset Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Honkamp Krueger Financial Services
UBS Group

View all funds holding American Centy Etf Tr Us Sml Cp Valu