Purchases and Sales Made in Q2 2025 in Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL) during Q2 2025. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
75.6K+ 5.32% |
$2.82M - $3.42M
|
1.5M
$68.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.6K+ 83.31% |
$1.89M - $2.29M
|
111K
$5.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42.3K+ 20.8% |
$1.58M - $1.91M
|
246K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.7K+ 16.5% |
$735K - $892K
|
139K
$6.41M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.8K+ 9.68% |
$440K - $534K
|
134K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.3K+ 4.9% |
$384K - $466K
|
220K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.89K+ 69.84% |
$332K - $402K
|
21.6K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.7KNew |
$212K - $258K
|
5.7K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.62K+ 38.8% |
$210K - $254K
|
20.1K
$926K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.62K+ 2.5% |
$209K - $254K
|
230K
$10.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.71K+ 35.34% |
$176K - $213K
|
18K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
4.26K+ 6.92% |
$159K - $192K
|
65.7K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.57K+ 7.12% |
$133K - $161K
|
53.6K
$2.47M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54KNew |
$94.8K - $115K
|
2.54K
$117K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24K+ 3.03% |
$83.6K - $101K
|
76.3K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.93K+ 3.94% |
$72K - $87.4K
|
51K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.43K+ 10.19% |
$53.1K - $64.5K
|
15.4K
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.49% |
$42.1K - $51.1K
|
21.7K
$999K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
812+ 3.48% |
$30.3K - $36.7K
|
24.2K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
619+ 0.26% |
$23.1K - $28K
|
242K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
572New |
$21.3K - $25.9K
|
572
$26.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
424+ 0.3% |
$15.8K - $19.2K
|
144K
$6.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
255+ 3.81% |
$9.51K - $11.5K
|
6.95K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 0.44% |
$4.59K - $5.56K
|
27.8K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
106+ 1.98% |
$3.95K - $4.79K
|
5.47K
$252K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.05% |
$112 - $136
|
6.18K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $45.2
|
1
$46.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-41- 0.81% |
$1.53K - $1.85K
|
5K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-175- 3.74% |
$6.52K - $7.92K
|
4.5K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 3.65% |
$7.46K - $9.05K
|
5.27K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-428- 99.3% |
$16K - $19.4K
|
3
$138
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-450- 3.87% |
$16.8K - $20.4K
|
11.2K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.08K- 13.4% |
$40.2K - $48.7K
|
6.96K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.87K- 9.31% |
$69.8K - $84.6K
|
18.2K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.89K- 23.46% |
$70.6K - $85.7K
|
6.18K
$285K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.21K- 77.02% |
$82.5K - $100K
|
660
$30.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.38K- 2.19% |
$88.8K - $108K
|
106K
$4.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-2.62K- 1.04% |
$97.5K - $118K
|
249K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 3.0% |
$127K - $154K
|
110K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.75K- 2.76% |
$140K - $169K
|
132K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 1.77% |
$144K - $174K
|
213K
$9.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.54K- 27.47% |
$169K - $206K
|
12K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.01K- 28.26% |
$187K - $227K
|
12.7K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-9.38K- 2.11% |
$350K - $424K
|
435K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.1K- 58.46% |
$413K - $500K
|
7.86K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 69.45% |
$420K - $509K
|
4.96K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 72.63% |
$562K - $682K
|
5.68K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.6K- 13.33% |
$1.03M - $1.25M
|
179K
$8.26M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-63.8K- 48.13% |
$2.38M - $2.89M
|
68.8K
$3.17M
|