ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 83 filers reported holding ALPHA ARCHITECT ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,437,638 | -7.4% | 86,105 | +2.6% | 2.22% | -5.5% |
Q2 2023 | $2,631,851 | +4.4% | 83,937 | -2.1% | 2.35% | -1.7% |
Q1 2023 | $2,519,957 | +7.9% | 85,742 | +1.2% | 2.39% | +20.7% |
Q4 2022 | $2,336,209 | +78.7% | 84,722 | +62.0% | 1.98% | +68.3% |
Q3 2022 | $1,307,000 | – | 52,294 | – | 1.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegent Equity Advisors, Inc. | 157,884 | $4,950,426 | 5.54% |
Retirement Planning Group, LLC | 1,711,680 | $53,669,735 | 5.36% |
Coyle Financial Counsel LLC | 354,145 | $11,104,228 | 4.99% |
Intelligence Driven Advisers, LLC | 812,240 | $25,049,487 | 4.39% |
Bull Oak Capital, LLC | 168,366 | $5,279,118 | 3.86% |
QUARRY HILL ADVISORS, LLC | 95,300 | $2,988,127 | 2.70% |
Smallwood Wealth Investment Management, LLC | 83,937 | $2,631,851 | 2.35% |
Kathmere Capital Management, LLC | 429,243 | $13,458,930 | 2.09% |
Smith Anglin Financial, LLC | 486,833 | $15,264,640 | 1.85% |
TrueWealth Advisors, LLC | 141,704 | $4,443,130 | 1.82% |