B&D White Capital Company, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, B&D White Capital Company, LLC opened 88 positions, added to 195, reduced 132 and sold out of 60.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 847,888.
- Q2 2026: Stock DCOR; Country of operation —; Class US CORE EQUITY 1; Shares before 140,042.
- Q2 2026: Stock AVSC; Country of operation —; Class AVANTIS US SMALL; Shares before 140,853.
- Q2 2026: Stock AVMV; Country of operation —; Class AVANTIS US MID C; Shares before 110,488.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1752523), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 847,888 | 0 | -847,888 | $32,948,928 | $0 | -$32,948,928 | 2026-07-31 |
|---|
| Q2 2026 | DCOR
DIMENSIONAL ETF TRUST | | US CORE EQUITY 1 | 140,042 | 0 | -140,042 | $10,094,227 | $0 | -$10,094,227 | 2026-07-31 |
|---|
| Q2 2026 | AVSC
AMERICAN CENTY ETF TR | | AVANTIS US SMALL | 140,853 | 0 | -140,853 | $8,775,142 | $0 | -$8,775,142 | 2026-07-31 |
|---|
| Q2 2026 | AVMV
AMERICAN CENTY ETF TR | | AVANTIS US MID C | 110,488 | 0 | -110,488 | $8,196,000 | $0 | -$8,196,000 | 2026-07-31 |
|---|
| Q2 2026 | DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP VAL | 165,274 | 0 | -165,274 | $5,791,201 | $0 | -$5,791,201 | 2026-07-31 |
|---|
| Q2 2026 | AVMC
AMERICAN CENTY ETF TR | | AVANTIS US MID C | 8,588 | 0 | -8,588 | $620,397 | $0 | -$620,397 | 2026-07-31 |
|---|
| Q2 2026 | AVEE
AMERICAN CENTY ETF TR | | AVANTIS EMERGING | 5,463 | 0 | -5,463 | $346,518 | $0 | -$346,518 | 2026-07-31 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 1,829 | 0 | -1,829 | $268,150 | $0 | -$268,150 | 2026-07-31 |
|---|
| Q2 2026 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 5,211 | 0 | -5,211 | $220,008 | $0 | -$220,008 | 2026-07-31 |
|---|
| Q1 2026 | GARP
ISHARES TR | | MSCI USA QUALITY | 203,048 | 0 | -203,048 | $13,827,569 | $0 | -$13,827,569 | 2026-05-13 |
|---|
| Q1 2026 | FELG
FIDELITY COVINGTON TRUST | | ENHANCED LARGE | 275,092 | 0 | -275,092 | $11,471,337 | $0 | -$11,471,337 | 2026-05-13 |
|---|
| Q1 2026 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 117,415 | 0 | -117,415 | $7,140,006 | $0 | -$7,140,006 | 2026-05-13 |
|---|
| Q1 2026 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 3,339 | 0 | -3,339 | $861,295 | $0 | -$861,295 | 2026-05-13 |
|---|
| Q1 2026 | AVNV
AMERICAN CENTY ETF TR | | AVANTIS ALL INT | 9,507 | 0 | -9,507 | $711,029 | $0 | -$711,029 | 2026-05-13 |
|---|
| Q1 2026 | QQQE
DIREXION SHS ETF TR | | NAS100 EQL WGT | 4,202 | 0 | -4,202 | $429,907 | $0 | -$429,907 | 2026-05-13 |
|---|
| Q4 2025 | MTUM
ISHARES TR | | MSCI USA MMENTM | 83,781 | 0 | -83,781 | $21,485,637 | $0 | -$21,485,637 | 2026-02-13 |
|---|
| Q4 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 67,881 | 0 | -67,881 | $1,745,240 | $0 | -$1,745,240 | 2026-02-13 |
|---|
| Q4 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 14,603 | 0 | -14,603 | $952,992 | $0 | -$952,992 | 2026-02-13 |
|---|
| Q3 2025 | GPIQ
GOLDMAN SACHS ETF TR | | NASDAQ-100 PREMI | 351,699 | 0 | -351,699 | $17,518,127 | $0 | -$17,518,127 | 2025-10-23 |
|---|
| Q3 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 287,375 | 0 | -287,375 | $16,337,269 | $0 | -$16,337,269 | 2025-10-23 |
|---|
| Q3 2025 | EZU
ISHARES INC | | MSCI EURZONE ETF | 144,985 | 0 | -144,985 | $8,619,358 | $0 | -$8,619,358 | 2025-10-23 |
|---|
| Q3 2025 | GPIX
GOLDMAN SACHS ETF TR | | S&P 500 PREMIUM | 172,332 | 0 | -172,332 | $8,585,580 | $0 | -$8,585,580 | 2025-10-23 |
|---|
| Q3 2025 | IEUR
ISHARES TR | | CORE MSCI EURO | 127,986 | 0 | -127,986 | $8,472,673 | $0 | -$8,472,673 | 2025-10-23 |
|---|
| Q2 2025 | AMLP
ALPS ETF TR | | ALERIAN MLP | 304,679 | 0 | -304,679 | $15,825,027 | $0 | -$15,825,027 | 2025-08-13 |
|---|
| Q2 2025 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 287,752 | 0 | -287,752 | $14,899,799 | $0 | -$14,899,799 | 2025-08-13 |
|---|
| Q2 2025 | AVSC
AMERICAN CENTY ETF TR | | AVANTIS US SMALL | 164,209 | 0 | -164,209 | $7,947,716 | $0 | -$7,947,716 | 2025-08-13 |
|---|
| Q2 2025 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 31,423 | 0 | -31,423 | $3,762,276 | $0 | -$3,762,276 | 2025-08-13 |
|---|
| Q2 2025 | IJK
ISHARES TR | | S&P MC 400GR ETF | 43,736 | 0 | -43,736 | $3,642,334 | $0 | -$3,642,334 | 2025-08-13 |
|---|
| Q2 2025 | MLPX
GLOBAL X FDS | | GLB X MLP ENRG I | 243,700 | 0 | -243,700 | $1,555,049 | $0 | -$1,555,049 | 2025-08-13 |
|---|
| Q2 2025 | MDYV
SPDR SER TR | | S&P 400 MDCP VAL | 6,852 | 0 | -6,852 | $527,947 | $0 | -$527,947 | 2025-08-13 |
|---|
| Q2 2025 | MDYG
SPDR SER TR | | S&P 400 MDCP GRW | 6,292 | 0 | -6,292 | $498,929 | $0 | -$498,929 | 2025-08-13 |
|---|
| Q2 2025 | USRT
ISHARES TR | | CRE U S REIT ETF | 8,315 | 0 | -8,315 | $478,944 | $0 | -$478,944 | 2025-08-13 |
|---|
| Q1 2025 | IYH
ISHARES TR | | US HLTHCARE ETF | 63,898 | 0 | -63,898 | $3,723,336 | $0 | -$3,723,336 | 2025-05-14 |
|---|
| Q1 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 24,656 | 0 | -24,656 | $3,248,675 | $0 | -$3,248,675 | 2025-05-14 |
|---|
| Q1 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 60,134 | 0 | -60,134 | $2,906,276 | $0 | -$2,906,276 | 2025-05-14 |
|---|
| Q1 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 13,931 | 0 | -13,931 | $1,240,973 | $0 | -$1,240,973 | 2025-05-14 |
|---|
| Q1 2025 | IYJ
ISHARES TR | | US INDUSTRIALS | 8,602 | 0 | -8,602 | $1,148,539 | $0 | -$1,148,539 | 2025-05-14 |
|---|
| Q1 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 2,909 | 0 | -2,909 | $400,191 | $0 | -$400,191 | 2025-05-14 |
|---|
| Q1 2025 | AIQ
GLOBAL X FDS | | ARTIFICIAL ETF | 5,466 | 0 | -5,466 | $211,219 | $0 | -$211,219 | 2025-05-14 |
|---|
| Q4 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 145,788 | 0 | -145,788 | $13,384,796 | $0 | -$13,384,796 | 2025-02-04 |
|---|
| Q4 2024 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 125,000 | 0 | -125,000 | $10,393,750 | $0 | -$10,393,750 | 2025-02-04 |
|---|
| Q4 2024 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 168,582 | 0 | -168,582 | $9,949,710 | $0 | -$9,949,710 | 2025-02-04 |
|---|
| Q4 2024 | SHV
ISHARES TR | | SHORT TREAS BD | 70,000 | 0 | -70,000 | $7,744,100 | $0 | -$7,744,100 | 2025-02-04 |
|---|
| Q4 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 65,588 | 0 | -65,588 | $6,606,023 | $0 | -$6,606,023 | 2025-02-04 |
|---|
| Q4 2024 | DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 85,968 | 0 | -85,968 | $4,252,837 | $0 | -$4,252,837 | 2025-02-04 |
|---|
| Q4 2024 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXED INCOM | 36,150 | 0 | -36,150 | $1,561,319 | $0 | -$1,561,319 | 2025-02-04 |
|---|
| Q4 2024 | DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 23,211 | 0 | -23,211 | $737,646 | $0 | -$737,646 | 2025-02-04 |
|---|
| Q4 2024 | AVGE
AMERICAN CENTY ETF TR | | AVANTIS ALL EQT | 7,214 | 0 | -7,214 | $532,898 | $0 | -$532,898 | 2025-02-04 |
|---|
| Q4 2024 | EMQQ
EXCHANGE TRADED CONCEPTS TRU | | EMQQ THE EMERGIN | 8,891 | 0 | -8,891 | $348,616 | $0 | -$348,616 | 2025-02-04 |
|---|
| Q4 2024 | AIA
ISHARES TR | | ASIA 50 ETF | 4,736 | 0 | -4,736 | $342,318 | $0 | -$342,318 | 2025-02-04 |
|---|
| Q4 2024 | DEM
WISDOMTREE TR | | EMER MKT HIGH FD | 7,632 | 0 | -7,632 | $335,884 | $0 | -$335,884 | 2025-02-04 |
|---|
| Q4 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 2,652 | 0 | -2,652 | $232,846 | $0 | -$232,846 | 2025-02-04 |
|---|
| Q4 2024 | DFSD
DIMENSIONAL ETF TRUST | | SHORT DURATION F | 4,645 | 0 | -4,645 | $221,752 | $0 | -$221,752 | 2025-02-04 |
|---|
| Q4 2024 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 4,299 | 0 | -4,299 | $210,565 | $0 | -$210,565 | 2025-02-04 |
|---|
| Q3 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 6,145 | 0 | -6,145 | $1,121,585 | $0 | -$1,121,585 | 2024-11-08 |
|---|
| Q3 2024 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 1,594 | 0 | -1,594 | $398,707 | $0 | -$398,707 | 2024-11-08 |
|---|
| Q3 2024 | EMQQ
EXCHANGE TRADED CONCEPTS TRU | | EMQQ EM INTERN | 9,835 | 0 | -9,835 | $326,424 | $0 | -$326,424 | 2024-11-08 |
|---|
| Q2 2024 | XTN
SPDR SER TR | | S&P TRANSN ETF | 3,272 | 0 | -3,272 | $277,391 | $0 | -$277,391 | 2024-08-13 |
|---|
| Q2 2024 | IWC
ISHARES TR | | MICRO-CAP ETF | 2,012 | 0 | -2,012 | $243,834 | $0 | -$243,834 | 2024-08-13 |
|---|
| Q2 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 954 | 0 | -954 | $200,626 | $0 | -$200,626 | 2024-08-13 |
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