ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 97 filers reported holding ALPHA ARCHITECT ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $911,000 | -60.1% | 25,810 | -61.9% | 0.00% | -100.0% |
| Q1 2024 | $2,285,000 | +85.6% | 67,745 | +81.0% | 0.00% | – |
| Q4 2023 | $1,231,000 | +52.5% | 37,419 | +31.4% | 0.00% | – |
| Q3 2023 | $807,000 | -9.1% | 28,480 | +0.5% | 0.00% | – |
| Q2 2023 | $888,000 | -61.2% | 28,340 | -63.6% | 0.00% | -100.0% |
| Q1 2023 | $2,289,000 | +201.6% | 77,863 | +182.6% | 0.00% | – |
| Q4 2022 | $759,000 | -40.7% | 27,550 | -46.2% | 0.00% | – |
| Q3 2022 | $1,279,000 | -52.4% | 51,210 | -47.5% | 0.00% | -100.0% |
| Q2 2022 | $2,687,000 | +190.2% | 97,484 | +259.7% | 0.00% | – |
| Q1 2022 | $926,000 | -8.3% | 27,098 | -11.2% | 0.00% | – |
| Q4 2021 | $1,010,000 | -33.6% | 30,510 | -34.1% | 0.00% | – |
| Q3 2021 | $1,522,000 | +30340.0% | 46,304 | +30564.9% | 0.00% | – |
| Q2 2021 | $5,000 | – | 151 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coyle Financial Counsel LLC | 385,424 | $13,000,363 | 4.65% |
| Retirement Planning Group, LLC | 1,788,032 | $63,153,281 | 4.02% |
| Bull Oak Capital, LLC | 175,679 | $6,204,988 | 4.00% |
| Investment Planning Advisors, Inc. | 180,291 | $6,367,882 | 3.25% |
| QUARRY HILL ADVISORS, LLC | 122,128 | $4,313,578 | 2.88% |
| Smallwood Wealth Investment Management, LLC | 98,407 | $3,475,741 | 2.68% |
| Intelligence Driven Advisers, LLC | 527,943 | $18,646,936 | 2.64% |
| Stegent Equity Advisors, Inc. | 63,252 | $2,234,058 | 2.33% |
| MAYPORT, LLC | 180,129 | $6,362,160 | 2.27% |
| Watchman Group, Inc. | 199,361 | $7,041,418 | 2.25% |