ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 1 filers reported holding ALPHA ARCHITECT ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,809,062 | -1.5% | 169,872 | +9.1% | 0.10% | -3.7% |
| Q2 2023 | $4,880,164 | +32.7% | 155,642 | +24.4% | 0.11% | +25.6% |
| Q1 2023 | $3,678,483 | +57.8% | 125,161 | +48.1% | 0.09% | +26.5% |
| Q4 2022 | $2,331,164 | +449.8% | 84,539 | +397.7% | 0.07% | +325.0% |
| Q3 2022 | $424,000 | – | 16,986 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,665,554 | $48,950,634 | 5.22% |
| Coyle Financial Counsel LLC | 354,748 | $10,426,044 | 4.80% |
| Bull Oak Capital, LLC | 164,864 | $4,845,362 | 3.75% |
| Stegent Equity Advisors, Inc. | 115,782 | $3,402,816 | 3.38% |
| Smallwood Wealth Investment Management, LLC | 85,742 | $2,519,957 | 2.39% |
| Kathmere Capital Management, LLC | 439,419 | $12,914,510 | 2.12% |
| QUARRY HILL ADVISORS, LLC | 73,578 | $2,162,464 | 2.03% |
| 1620 INVESTMENT ADVISORS, INC. | 48,210 | $1,416,894 | 1.71% |
| TrueWealth Advisors, LLC | 112,373 | $3,302,642 | 1.38% |
| MAYPORT, LLC | 66,505 | $1,954,569 | 1.22% |