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Natural Investments’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Natural Investments’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-283,777
Closed -$7.75M – 296
2025
Q3 		$7.75M Buy
+283,777
New +$12.8M 1.92% 10

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natural Investments's QVAL Position: Q4 2025 in Review

Natural Investments sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2025, closing a stake of 283,777 shares — an estimated $7.75M sold.

Natural Investments first reported a position in QVAL in Q3 2025 and held it in 1 quarter. The position peaked at $7.75M in Q3 2025. 67 funds tracked by Wall St. Rank hold QVAL as of Q4 2025.

  • Natural Investments reported no remaining Alpha Architect US Quantitative Value ETF position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 283,777 Alpha Architect US Quantitative Value ETF shares in Q4 2025, an estimated $7.75M.
  • Natural Investments first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2025 and held it in 1 quarter.
  • Natural Investments's Alpha Architect US Quantitative Value ETF position peaked at $7.75M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.