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Ea Series Trust shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.9M 76k 117.09
2026-03-31 $7.7M 66k 116.29

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Brid Omn Sma Etf (BSVO)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Delap Wealth Advisory

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Empowered Funds
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
Mariner Wealth Advisors
HighTower Advisors
Pennington Partners & Co
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Jpmorgan Chase & Co
Opus Capital Group
Mml Investors Services
Whitcomb & Hess
Mercer Global Advisors

View all funds holding Ea Series Trust