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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
2026-03-31 $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 Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Short Duration F (DFSD)
Spdr Index Shs Fds State Street Spd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Spdr Series Trust State Street Spd (SPTM)

View all positions for Delap Wealth Advisory

Top funds holding Ea Series Trust

Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
Pennington Partners & Co
Client First Investment Management
Mariner Wealth Advisors
HighTower Advisors
ADAR1 Capital Management
Ethos Financial Group
Insight Advisors, LLC/ PA
Cynosure Management
Empowered Funds
Whitcomb & Hess
Opus Capital Group
CWM

View all funds holding Ea Series Trust