Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
284KNew |
$12.1M - $13.3M
|
284K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
89.1K+ 45.61% |
$3.8M - $4.19M
|
285K
$13.3M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
23.4K+ 17.48% |
$997K - $1.1M
|
157K
$7.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
23.2K+ 1.55% |
$988K - $1.09M
|
1.52M
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 14.52% |
$862K - $950K
|
160K
$7.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.4K+ 7.07% |
$740K - $816K
|
263K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.55KNew |
$407K - $449K
|
9.55K
$446K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.34K+ 327.93% |
$355K - $392K
|
10.9K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
8.29K+ 3.76% |
$353K - $389K
|
229K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.82KNew |
$206K - $227K
|
4.82K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.31KNew |
$184K - $203K
|
4.31K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.22K+ 23.4% |
$180K - $198K
|
22.3K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.05K+ 71.22% |
$172K - $190K
|
9.73K
$455K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 18.08% |
$167K - $184K
|
25.6K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.88KNew |
$165K - $182K
|
3.88K
$181K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 2.95% |
$140K - $154K
|
115K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.87K+ 2.0% |
$122K - $135K
|
147K
$6.86M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.47K+ 3.59% |
$105K - $116K
|
71.2K
$3.33M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.1K+ 10.45% |
$89.6K - $98.8K
|
22.2K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.1K+ 2.75% |
$89.3K - $98.5K
|
78.4K
$3.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.43K+ 2.17% |
$60.8K - $67K
|
67.2K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 19.44% |
$43.7K - $48.2K
|
6.3K
$294K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1K+ 93.12% |
$42.7K - $47.1K
|
2.08K
$97.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
899+ 3.72% |
$38.3K - $42.2K
|
25.1K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
555New |
$23.7K - $26.1K
|
555
$25.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
338+ 0.66% |
$14.4K - $15.9K
|
51.4K
$2.4M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
116+ 2.12% |
$4.94K - $5.45K
|
5.58K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
63+ 0.41% |
$2.69K - $2.96K
|
15.5K
$723K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
62+ 1.24% |
$2.64K - $2.91K
|
5.06K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.45% |
$128 - $141
|
663
$31K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$42.6 - $47
|
1
$46.7
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22- 0.32% |
$938 - $1.03K
|
6.94K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-70- 1.56% |
$2.98K - $3.29K
|
4.43K
$207K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-135- 85.99% |
$5.75K - $6.34K
|
22
$1.03K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-201- 0.37% |
$8.57K - $9.44K
|
53.4K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-280- 3.56% |
$11.9K - $13.2K
|
7.58K
$354K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-957- 0.9% |
$40.8K - $45K
|
105K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.35K- 0.75% |
$57.5K - $63.4K
|
178K
$8.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1.39K- 1.05% |
$59.1K - $65.2K
|
131K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 1.04% |
$94.1K - $104K
|
211K
$9.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.34K- 33.61% |
$99.6K - $110K
|
4.62K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 2.68% |
$126K - $139K
|
107K
$5.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.07K- 1.27% |
$131K - $144K
|
239K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-3.24K- 11.65% |
$138K - $152K
|
24.6K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.98K- 33.18% |
$170K - $187K
|
8.02K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.72K- 42.29% |
$201K - $222K
|
6.45K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.58K- 90.28% |
$238K - $262K
|
601
$28.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.68K- 44.63% |
$242K - $267K
|
7.04K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-6.37K- 1.46% |
$272K - $299K
|
429K
$20M
|
|