Pacer Fds Tr pacer us small shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Pacer Fds Tr pacer us small
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Pacer Fds Tr pacer us small by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 13k | 43.78 |
| 2025-06-30 | $505k | 13k | 39.82 |
| 2025-03-31 | $618k | 17k | 37.50 |
| 2024-12-31 | $1.3M | 30k | 44.01 |
| 2024-09-30 | $1.2M | 25k | 46.52 |
| 2024-06-30 | $909k | 21k | 43.56 |
| 2024-03-31 | $680k | 14k | 49.16 |
| 2023-12-31 | $605k | 13k | 48.03 |
| 2023-09-30 | $298k | 7.1k | 41.70 |