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American Centy Etf Tr Intl Smcp Vlu shares owned by Oak Wealth Advisors

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

Historical chart of Oak Wealth Advisors 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 Oak Wealth Advisors 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 65k 89.03
2025-06-30 $5.1M 64k 79.28

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Oak Wealth Advisors

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Creative Planning
Jones Financial Companies, L.L
Savant Capital Management
Buckingham Strategic Partners
Colony
Accredited Investors
Mason Investment Advisory Services
Envestnet Asset Management
Modera Wealth Management
Pure Financial Advisors
Haverford Trust Company
HPM Partners
LPL Financial
American Century Companies
Unison Advisors

View all funds holding American Centy Etf Tr Intl Smcp Vlu