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Get Institutions for : 
Avantis Us Small Cap Equity Etf (AVSC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    16
Total shares held : 
19,434,281  
% of shares held : 
21.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  42  
Amount of shares held : 
1,765,325  
% of shares held change : 
  1.96%  
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 :
19
 522,161
 2.69%
 
Increased Positions :
36
 1,337,712
 6.88%
 
Unchanged Positions :
11
 2,790,485
 14.36%
 
Decreased Positions :
10
-86,288
-0.44%
 
Closed Positions :
3
-8,260
-0.04%
 
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
   Beaird Harris Wealth Management LLC 25 - 2024-03-31 138,383 $7,246,000 -2,984
   WEBSTERROGERS FINANCIAL ADVISORS LLC 21 - 2024-03-31 93,306 $4,886,000 -9,921
   ML & R WEALTH MANAGEMENT LLC 22 - 2024-03-31 31,105 $1,629,000 -5,026
   Moisand Fitzgerald Tamayo LLC 42 - 2024-03-31 27,983 $1,465,000 -843
   JANE STREET GROUP LLC 2731 - 2024-03-31 25,401 $1,330,000 -33,599
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2222 - 2024-03-31 25,108 $1,315,000 -1,479
   WMS PARTNERS, LLC 94 - 2024-03-31 23,592 $1,235,000 -2,854
   Atlas Wealth LLC 30 - 2024-03-31 20,027 $1,049,000 -754
   B&D White Capital Company LLC 36 - 2024-03-31 9,817 $514,000 -79,297
   Truadvice LLC 150 - 2023-09-30 9,390 $401,000 -1,483
   CREATIVE PLANNING 2027 - 2024-03-31 7,493 $392,000 -3,499
   CI Private Wealth LLC 1782 - 2024-03-31 6,950 $364,000 -160,309
   EnRich Financial Partners LLC 50 - 2024-03-31 4,112 $215,000 -193
   MORGAN STANLEY 5908 - 2024-03-31 1,242 $65,000 -267
   Parallel Advisors LLC 1907 - 2024-03-31 415 $22,000 -3,001
   Goss Wealth Management LLC 2884 - 2024-03-31 198 $10,000 -64

  16 Records found
  1    
  Page 1 of 1
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