Evensky & Katz LLC Sells in Q2 2025

Evensky & Katz LLC

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-139K
- 23.52%
$103.88 - $123.68 $14.5M - $17.2M
453K $56M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.33K
- 57.38%
$498.8 - $620.9 $4.65M - $5.79M
6.93K $4.3M
AVDE
American Centy ETF Tr Avantis

ETFs
-44K
- 41.94%
$59.32 - $74.36 $2.61M - $3.27M
60.9K $4.51M
IDEV
Ishares Core Msci Intl Develop

ETFs
-23.7K
- 51.16%
$61.79 - $76.67 $1.47M - $1.82M
22.6K $1.72M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-9.67K
- 22.31%
$83.54 - $100.04 $808K - $968K
33.7K $3.35M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-31K
- 30.03%
$24.21 - $29.47 $750K - $912K
72.2K $2.12M
SCHO
Schwab Short Term Us Treasury

ETFs
-27.6K
- 9.34%
$24.19 - $24.45 $667K - $675K
268K $6.53M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-10.2K
- 3.4%
$67.03 - $80.35 $684K - $820K
290K $23.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-6.99K
- 12.4%
$43.63 - $45.4 $305K - $317K
49.4K $2.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.52K
- 15.35%
$72.02 - $73.82 $326K - $334K
25K $1.84M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.45K
- 53.41%
$22.68 - $23.28 $146K - $150K
5.62K $131K
VEA
Vanguard Ftse Developed Market

ETFs
-1.82K
- 48.92%
$45.65 - $57.01 $83K - $104K
1.9K $108K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.16K
- 0.88%
$96.84 - $99.46 $112K - $115K
130K $12.9M
MUB
Ishares National Muni Bond ETF

ETFs
-605
- 21.12%
$102.31 - $105.8 $61.9K - $64K
2.26K $236K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-874
- 3.63%
$71.94 - $86.02 $62.9K - $75.2K
23.2K $1.99M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-10.5K
- 8.75%
$35.9 - $43.76 $379K - $461K
110K $4.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-106
- 9.04%
$90.56 - $109.49 $9.6K - $11.6K
1.07K $117K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-307
- 13.97%
$39.89 - $49.46 $12.2K - $15.2K
1.89K $93K
IWS
Ishares Russell Midcap Value E

ETFs
-452
- 4.76%
$110.58 - $132.14 $50K - $59.7K
9.04K $1.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-40
- 2.78%
$162.76 - $195.77 $6.51K - $7.83K
1.4K $273K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-446
- 2.56%
$20.42 - $25.3 $9.11K - $11.3K
17K $429K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.43K
- 2.03%
$36.25 - $42.28 $88.1K - $103K
117K $4.96M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-688
- 3.49%
$24.38 - $30.18 $16.8K - $20.8K
19K $574K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.12K
- 5.26%
$19.6 - $24.44 $41.6K - $51.8K
38.2K $933K
IWM
Ishares Russell 2000 ETF

ETFs
-87
- 2.32%
$174.82 - $215.79 $15.2K - $18.8K
3.66K $790K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.88K
- 2.08%
$141.87 - $164.49 $267K - $309K
88.5K $14.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-534
- 2.13%
$51.16 - $62.02 $27.3K - $33.1K
24.5K $1.52M
IEFA
Ishares Tr

ETFs
-139
- 1.19%
$67.83 - $84.09 $9.43K - $11.7K
11.5K $960K
DFAT
Dimensional ETF Tr U S Target

ETFs
-795
- 1.08%
$44.8 - $53.97 $35.6K - $42.9K
73K $3.94M
IWR
Ishares Russell Mid Cap ETF

ETFs
-12
- 0.05%
$74.88 - $91.97 $899 - $1.1K
25.6K $2.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-130
- 1.72%
$468.22 - $566.51 $60.9K - $73.6K
7.45K $4.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.15K
- 4.28%
$17.76 - $22.1 $109K - $136K
137K $3.04M
CAPE
Barclays Bank PLC

ETFs
-3.63K
- 0.65%
$27.26 - $31.81 $99.1K - $116K
552K $17.5M
IEMG
Ishares Inc

ETFs
-2.27K
- 1.57%
N/A
142K $8.54M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-50.4K
- 5.23%
$31.34 - $38.59 $1.58M - $1.94M
912K $34.9M
VIG
Vanguard Dividend Appreciation

ETFs
-1.4K
- 0.54%
N/A
256K $52.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 1.54%
$59.24 - $71.39 $714K - $860K
771K $55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.2K
- 1.31%
$416.06 - $551.64 $501K - $664K
90.7K $50M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-16K
- 0.66%
$23.4 - $29.68 $375K - $475K
2.42M $71.8M
IWV
Ishares Russell 3000 ETF

ETFs
-4.36K
- 1.19%
$281.67 - $351.0 $1.23M - $1.53M
361K $127M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-34.7K
- 2.44%
$108.12 - $135.04 $3.76M - $4.69M
1.39M $187M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-240K
- 2.67%
$19.1 - $23.83 $4.59M - $5.73M
8.78M $209M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-173K
- 2.74%
$24.94 - $31.15 $4.33M - $5.4M
6.15M $191M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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