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Get Institutions for : 
Avantis Responsible Emerging Markets Equity Etf (AVSE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    0
Total shares held : 
 581,532  
% of shares held : 
 6.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 40,317  
% of shares held change : 
   0.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 14,898
 2.56%
 
Increased Positions :
17
 47,669
 8.2%
 
Unchanged Positions :
8
 33,524
 5.76%
 
Decreased Positions :
2
-2,343
-0.4%
 
Closed Positions :
3
-19,907
-3.42%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   HIGHTOWER ADVISORS, LLC 1116 - 2024-03-31 70,374 $3,455,000 8,679
   MARINER WEALTH ADVISORS, LLC 1225 - 2024-03-31 32,534 $1,596,000 2,480
   Trademark Financial Management LLC 22 - 2024-03-31 25,441 $1,248,000 1,611
   MERRIMAN WEALTH MANAGEMENT, LLC 116 - 2024-03-31 14,397 $706,000 278
   CITADEL ADVISORS LLC 3408 - 2024-03-31 14,256 $699,000 14,256
   Asset Dedication LLC 204 - 2024-03-31 13,786 $678,000 41
   WMS PARTNERS, LLC 154 - 2024-03-31 11,110 $545,000 280
   BANK OF MONTREAL /CAN/ 2233 - 2024-03-31 7,718 $382,000 7,718
   Tarbox Group Inc. 93 - 2024-03-31 5,471 $268,000 178
   Level Financial Advisors Inc. 67 - 2024-03-31 5,230 $257,000 23
   Team Hewins LLC 309 - 2024-03-31 5,154 $253,000 27
   TCI Wealth Advisors Inc. 199 - 2024-03-31 4,513 $221,000 12
   PrairieView Partners LLC 145 - 2024-03-31 1,985 $98,000 21
   True Wealth Design LLC 144 - 2024-03-31 1,755 $86,000 799
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 92 - 2024-03-31 1,116 $55,000 151
   ZRC WEALTH MANAGEMENT LLC 281 - 2024-03-31 480 $24,000 12
  16 Records found
  1    
  Page 1 of 1
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