Evensky & Katz LLC Incresed Positions in Q3 2024

Evensky & Katz LLC

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
66.6K
+ 5.28%
$113.41 - $125.62 $7.56M - $8.37M
1.33M $167M
DFIC
Dimensional ETF Tr Dimensional

ETFs
158K
+ 2.75%
$25.36 - $28.37 $4M - $4.48M
5.9M $166M
AVUV
American Centy ETF Tr Avantis

ETFs
27.5K
+ 2.9%
$88.24 - $99.7 $2.43M - $2.75M
977K $93.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15.1K
+ 2.41%
$111.9 - $124.28 $1.69M - $1.87M
639K $79M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
83K
+ 3.78%
$25.21 - $28.46 $2.09M - $2.36M
2.28M $64.2M
VIG
Vanguard Dividend Appreciation

ETFs
2.01K
+ 0.79%
$182.15 - $182.15 $365K - $365K
256K $50.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18.6K
+ 2.6%
$53.41 - $57.9 $995K - $1.08M
734K $42.5M
VTI
Vanguard Total Stock Market Et

ETFs
463
+ 0.23%
$255.18 - $283.2 $118K - $131K
205K $58.1M
URTH
Ishares Msci World ETF

ETFs
2.93K
+ 1.05%
$140.68 - $156.99 $412K - $460K
282K $44.2M
VGSH
Vanguard

ETFs
28.1K
+ 2.66%
$57.74 - $59.13 $1.62M - $1.66M
1.09M $64.1M
CORP
Pimco Investment Grade Corp Bd

ETFs
6.67K
+ 20.34%
$94.36 - $100.01 $629K - $667K
39.4K $3.92M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.47K
+ 21.81%
$178.94 - $207.0 $621K - $718K
19.4K $3.89M
AVDE
American Centy ETF Tr Avantis

ETFs
3.5K
+ 5.82%
$60.09 - $67.67 $210K - $237K
63.6K $4.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
305
+ 0.41%
$36.98 - $41.55 $11.3K - $12.7K
74.6K $3.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
95
+ 0.37%
$79.92 - $88.19 $7.59K - $8.38K
25.6K $2.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
35
+ 0.34%
$283.28 - $314.39 $9.91K - $11K
10.2K $3.21M
DFSV
Dimensional ETF Tr Dimensional

ETFs
151
+ 0.2%
$28.25 - $31.7 $4.27K - $4.79K
74.7K $2.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
21
+ 0.21%
$127.29 - $141.5 $2.67K - $2.97K
10.1K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
42
+ 0.45%
$119.52 - $132.25 $5.02K - $5.55K
9.46K $1.25M
SUB
Ishares Short Term National Mu

ETFs
57
+ 0.13%
$104.3 - $106.3 $5.95K - $6.06K
43.3K $4.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
490
+ 16.07%
$75.32 - $84.37 $36.9K - $41.3K
3.54K $296K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
802
+ 101.13%
$41.9 - $48.26 $33.6K - $38.7K
1.6K $76K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
98
+ 0.63%
$76.38 - $78.87 $7.49K - $7.73K
15.6K $1.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
53
+ 0.62%
$46.9 - $51.96 $2.49K - $2.75K
8.66K $446K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 5.42%
$475.2 - $527.7 $13.3K - $14.8K
545 $288K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
100
+ 0.85%
$47.18 - $48.74 $4.72K - $4.87K
11.9K $577K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.27%
$31.05 - $34.29 $652 - $720
7.93K $272K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.33%
$105.53 - $118.34 $422 - $473
1.21K $141K
VTV
Vanguard Value ETF

ETFs
7
+ 0.87%
$159.75 - $174.57 $1.12K - $1.22K
814 $142K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.15%
$103.87 - $117.59 $208 - $235
1.37K $160K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.94%
$73.43 - $80.37 $808 - $884
1.19K $95K
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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