Schwarz Dygos Wheeler Investment Advisors »

American Centy Etf Tr Us Sml Cp Valu shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 52k 93.71
2023-12-31 $2.1M 23k 89.80
2023-09-30 $1.9M 25k 77.95
2023-06-30 $1.8M 24k 77.61
2023-03-31 $1.6M 22k 74.06
2022-12-31 $1.6M 21k 74.51
2022-09-30 $1.3M 20k 66.16
2022-06-30 $865k 13k 68.33

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Div Grwth (DGRO)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Merriman Wealth Management
LPL Financial
Mason Investment Advisory Services
Morgan Stanley
Truepoint
Churchill Management Corp.
Buckingham Asset Management
Unison Advisors
Bank of America Corporation
3EDGE Asset Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Honkamp Krueger Financial Services
UBS Group

View all funds holding American Centy Etf Tr Us Sml Cp Valu