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American Centy Etf Tr Us Sml Cp Valu shares owned by BWM Planning

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

Historical chart of BWM Planning 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 BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 308k 99.53
2025-06-30 $27M 297k 91.10
2025-03-31 $8.4M 97k 87.17
2024-12-31 $8.0M 83k 96.53
2024-09-30 $7.1M 74k 95.95

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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Morgan Stanley
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Buckingham Strategic Partners
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Advisor Group Holdings
UBS Group
Wells Fargo & Company
Unison Advisors
HighTower Advisors

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