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AAVM EA SERIES TRUST

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ALPHA ARCHITECT (fund)

9 managers (9 13F filers) reported a position in AAVM shares at 2025-03-31, 375,263 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
9
13F filers
9
New
2
Added
1
Reduced
3
Sold out
3
Shares held by filers
375,263

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Empirical Finance, LLC243,291$5.97M0.36%-16,71913F-HRTimeline
Lifeworks Advisors, LLC72,953$1.79M0.3%-36,84713F-HRTimeline
Valley Financial Group, Inc.21,174$520K0.34%+11613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,112$395K<0.01%-78913F-HR/ATimelineGroup
GWN SECURITIES INC.9,932$244K0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,112$224K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG2,688$66K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$40<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.