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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    14
Total shares held : 
 3,784,237  
% of shares held : 
 24.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 479,612  
% of shares held change : 
   3.15%  
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 :
16
 187,509
 4.96%
 
Increased Positions :
37
 431,894
 11.41%
 
Unchanged Positions :
13
 419,065
 11.07%
 
Decreased Positions :
14
-69,052
-1.82%
 
Closed Positions :
2
-70,739
-1.87%
 
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
   WMS PARTNERS, LLC 147 - 2024-03-31 12,000 $569,000 0
   Seed Wealth Management Inc. 98 - 2024-03-31 6,000 $285,000 0
   Balboa Wealth Partners 178 - 2024-03-31 5,493 $260,000 0
   WMG Financial Advisors LLC 120 - 2024-03-31 5,000 $237,000 0
   Empirical Finance LLC 505 - 2024-03-31 4,855 $230,000 0
   Efficient Frontier Advisors LLC 12 - 2024-03-31 4,719 $224,000 0
   True Wealth Design LLC 122 - 2024-03-31 3,464 $164,000 0
   IFP Advisors Inc 1133 - 2023-12-31 2,720 $125,000 0
   Advisor Group Holdings Inc. 4297 - 2024-03-31 1,849 $88,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1920 - 2024-03-31 1,529 $72,000 0
   MORGAN STANLEY 5982 - 2024-03-31 1,091 $52,000 0
   HANSON MCCLAIN, INC. 1307 - 2024-03-31 1,028 $49,000 0
   CVA Family Office LLC 516 - 2024-03-31 900 $43,000 0
   PRIVATE TRUST CO NA 1255 - 2024-03-31 706 $33,000 0
   WealthCollab LLC 335 - 2024-03-31 341 $16,000 0
   ELEVATE WEALTH ADVISORY INC 103 - 2024-03-31 165 $8,000 0
   Global Retirement Partners LLC 2657 - 2024-03-31 50 $2,000 0
   PROEQUITIES INC. 7181 - 2024-03-31 0 $0 0
   Clear Point Advisors Inc. 516 - 2024-03-31 2 $0 0
  19 Records found
  1    
  Page 1 of 1
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