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Get Institutions for : 
Avantis Shortterm Fixed Income Etf (AVSF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    0
Total shares held : 
 3,422,793  
% of shares held : 
 38.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 362,921  
% of shares held change : 
   4.03%  
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 :
5
 386,395
 11.29%
 
Increased Positions :
19
 207,831
 6.07%
 
Unchanged Positions :
11
 184,019
 5.38%
 
Decreased Positions :
10
-176,060
-5.14%
 
Closed Positions :
5
-55,245
-1.61%
 
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
   PACIFIC LIFE FUND ADVISORS LLC 15 - 2024-03-31 323,187 $14,957,000 -19,992
   Buckingham Strategic Partners 133 - 2024-03-31 57,846 $2,677,000 -9,373
   Elwood & Goetz Wealth Advisory Group LLC 27 - 2024-03-31 40,320 $1,866,000 -13,898
   SC&H Financial Advisors Inc. 60 - 2024-03-31 21,268 $984,000 -666
   Apella Capital LLC 158 - 2024-03-31 16,859 $777,000 -12,349
   B&D White Capital Company LLC 37 - 2024-03-31 10,438 $483,000 -366
   TFB Advisors LLC 137 - 2024-03-31 10,220 $467,000 -7,307
   CITADEL ADVISORS LLC 4115 - 2024-03-31 7,110 $329,000 -53,123
   MORRIS FINANCIAL CONCEPTS INC. 72 - 2024-03-31 7,048 $326,000 -393
   Oceanside Advisors LLC 38 - 2024-03-31 5,909 $273,000 -1,013
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2865 - 2024-03-31 5,074 $235,000 -260
   LAM GROUP INC. 118 - 2024-03-31 45 $2,000 -5
  12 Records found
  1    
  Page 1 of 1
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