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Ea Series Trust shares owned by Kaufman Rossin Wealth

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Kaufman Rossin Wealth from 13F filings

Historical chart of Kaufman Rossin Wealth investment in Ea Series Trust

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

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Quarterly reported holdings in Ea Series Trust by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 1.2M 22.65
2025-06-30 $24M 1.2M 20.38
2025-03-31 $19M 1000k 19.44
2024-12-31 $22M 1.0M 21.65

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding Ea Series Trust

Colony
Buckingham Strategic Partners
Peirce Capital Management
Keb Asset Management
Squire Investment Management Company
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
Capstone Wealth Management
Brady Martz Wealth Solutions
Forum Financial Management
Gibson Capital
EverSource Wealth Advisors
Friday Financial
Benningfield Financial Advisors

View all funds holding Ea Series Trust