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American Centy Etf Tr Intl Smcp Vlu shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in American Centy Etf Tr Intl Smcp Vlu

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All positions including American Centy Etf Tr Intl Smcp Vlu held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 43k 70.67
2024-06-30 $2.2M 34k 64.95
2024-03-31 $1.4M 21k 65.50
2023-12-31 $1.2M 19k 61.16

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Jones Financial Companies, L.L
Savant Capital Management
Creative Planning
Colony
Buckingham Asset Management
Buckingham Strategic Partners
Mason Investment Advisory Services
Accredited Investors
Haverford Trust Company
Pure Financial Advisors
HPM Partners
Unison Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
CI Private Wealth

View all funds holding American Centy Etf Tr Intl Smcp Vlu