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Bv Finl shares owned by True Wealth Design

Quarter-by-quarter ownership of Bv Finl (BVFL) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Bv Finl

Tip: Access up to 7 years of quarterly data

All positions including Bv Finl held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bv Finl by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $48 3 16.33

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Bv Finl

Alliancebernstein
BlackRock
Vanguard Group
Fourthstone
BlackBarn Capital Partners
Geode Capital Management
Oppenheimer & Close
Jeffrey L. Gendell
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
State Street Corporation
Stilwell Value
Raymond James Financial
Northern Trust
Goldman Sachs Group

View all funds holding Bv Finl