Alpha Architect Global FactoAAVMETF
13F holders, Q4 2024 (December 31)9holders +1
3new positions
2sold out
$25.42avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Alpha Architect Global Facto (AAVM) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Empirical Finance, LLC ($6.6M), Lifeworks Advisors, LLC ($2.8M) and Valley Financial Group, Inc. ($535K).
- Company
- Alpha Architect Global Facto
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $314K |
| Exits | 2 | $18K |
All 13F filers, Q3 2024 → Q4 2024: 35,279 shares bought and 15,282 shares sold, net +19,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Empirical Finance, LLC | 0.38% | Add +4.3% | 260,010 | $6.6M |
| Lifeworks Advisors, LLC | 0.50% | Reduce -10.8% | 109,800 | $2.8M |
| Valley Financial Group, Inc. | 0.37% | Reduce -5.6% | 21,058 | $535K |
| Royal Bank of Canada | 0.00% | Add +265.5% | 16,901 | $429K |
| Susquehanna International Group, LLP | 0.00% | New | 12,077 | $307K |
| Debussy Capital Management LP | 0.04% | No change | 9,112 | $235K |
| Wells Fargo & Company | 0.00% | New | 262 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $51 |
| Morgan Stanley | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is AAVM's weight in each manager's 13F, not the share of Alpha Architect Global Facto the manager owns.