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Get Institutions for : 
Avantis Us Large Cap Value Etf (AVLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 178    24
Total shares held : 
26,178,800  
% of shares held : 
29.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  76  
Amount of shares held : 
5,010,495  
% of shares held change : 
  5.57%  
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 :
29
 2,552,478
 9.75%
 
Increased Positions :
85
 3,154,021
 12.05%
 
Unchanged Positions :
31
 1,657,746
 6.33%
 
Decreased Positions :
33
-633,004
-2.42%
 
Closed Positions :
5
-63,000
-0.24%
 
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
   Rosenbaum Jay D. 34 *Closed 2024-03-31 0 $0 -15,785
   Annapolis Financial Services LLC 378 *Closed 2024-03-31 0 $0 -38
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 148 *Closed 2024-03-31 0 $0 -4,893
   AE Wealth Management LLC 1476 *Closed 2024-03-31 0 $0 -17,804
   SAX WEALTH ADVISORS LLC 205 *Closed 2024-03-31 0 $0 -5,860
   Level Financial Advisors Inc. 249 *Closed 2024-03-31 0 $0 -2,777
   Life Planning Partners Inc 237 *Closed 2024-03-31 0 $0 -750
   Robertson Stephens Wealth Management LLC 501 *Closed 2024-03-31 0 $0 -10,073
   IFP Advisors Inc 3395 *Closed 2023-12-31 0 $0 -425

  9 Records found
  1    
  Page 1 of 1
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