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Get Institutions for : 
Avantis Us Small Cap Value Etf (AVUV)  
$91.73 1.09 (1.2%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    61
Total shares held : 
 67,632,359  
% of shares held : 
 75.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   251  
Amount of shares held : 
 8,557,273  
% of shares held change : 
   9.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.68  
Last Quarter's Ending Price : 
 $89.80  
Last Quarter's Average Price : 
 $80.00  
Change from last quarter's     
avg. price to the last closing  : 
11.73 (14.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 3,226,882
 4.77%
 
Increased Positions :
288
 6,828,435
 10.1%
 
Unchanged Positions :
64
 5,317,497
 7.86%
 
Decreased Positions :
98
-1,470,026
-2.17%
 
Closed Positions :
9
-28,018
-0.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Belpointe Asset Management LLC 787 *Closed 2024-03-31 0 $0 -4,507
   V Wealth ManagementLLC 141 *Closed 2023-09-30 0 $0 -76,157
   Synergy Financial Management LLC 134 *Closed 2024-03-31 0 $0 -35,283
   MERCER GLOBAL ADVISORS INC /ADV 2046 *Closed 2024-03-31 0 $0 -45,715
   Team Financial Group LLC 68 *Closed 2024-03-31 0 $0 -235
   Scissortail Wealth Management LLC 165 *Closed 2024-03-31 0 $0 -25,702
   Koshinski Asset Management Inc. 590 *Closed 2024-03-31 0 $0 -2,507
   GOLDMAN SACHS GROUP INC/ 4679 *Closed 2024-03-31 0 $0 -2,678
   FINANCIAL COUNSELORS INC 588 *Closed 2024-03-31 0 $0 -28,114
   Fortitude Advisory Group L.L.C. 234 *Closed 2024-03-31 0 $0 -2,350
   HPM Partners LLC 2306 *Closed 2024-03-31 0 $0 -54,901
   THRIVENT FINANCIAL FOR LUTHERANS 2491 *Closed 2024-03-31 0 $0 -52,512
   Life Planning Partners Inc 177 *Closed 2024-03-31 0 $0 -361
   PACIFIC LIFE FUND ADVISORS LLC 20 *Closed 2024-03-31 0 $0 -79,521
   AlphaCore Capital LLC 381 *Closed 2024-03-31 0 $0 -17,937
   Encompass More Asset Management 103 *Closed 2024-03-31 0 $0 -6,606
   Aspire Wealth Management Corp 196 *Closed 2024-03-31 0 $0 -440
   SAX WEALTH ADVISORS LLC 211 *Closed 2024-03-31 0 $0 -64,919
   Tandem Wealth Advisors LLC 64 *Closed 2024-03-31 0 $0 -199
   Octavia Wealth Advisors LLC 241 *Closed 2024-03-31 0 $0 -7,579
   Root Financial Partners LLC 99 *Closed 2024-03-31 0 $0 -6,421
   Mowery & Schoenfeld Wealth Management LLC 155 *Closed 2024-03-31 0 $0 -2,959
  22 Records found
  1    
  Page 1 of 1
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