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Get Institutions for : 
Avantis International Small Cap Value Etf (AVDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 292    25
Total shares held : 
 62,937,827  
% of shares held : 
 40.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 19,844,901  
% of shares held change : 
   12.62%  
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 :
34
 605,545
 0.96%
 
Increased Positions :
145
 21,569,115
 34.27%
 
Unchanged Positions :
44
 3,528,897
 5.61%
 
Decreased Positions :
69
-2,309,869
-3.67%
 
Closed Positions :
9
-19,890
-0.03%
 
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
   JONES FINANCIAL COMPANIES LLLP 17 - 2023-12-31 16,214,850 $1,013,266,000 16,212,292
   SAVANT CAPITAL MANAGEMENT INC 3 - 2024-03-31 7,322,156 $482,237,000 542,479
   CREATIVE PLANNING 33 - 2023-12-31 5,141,615 $321,300,000 841,508
   BUCKINGHAM ASSET MANAGEMENT, LLC 13 - 2024-03-31 2,264,571 $149,145,000 531,775
   HAVERFORD TRUST CO 31 - 2024-03-31 1,619,214 $106,641,000 145,300
   ACCREDITED INVESTORS INC. 4 - 2023-12-31 1,256,064 $78,491,000 442,880
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 124 - 2023-12-31 1,096,635 $68,529,000 29,625
   Buckingham Strategic Partners 8 - 2023-12-31 1,078,362 $67,387,000 568,299
   HPM Partners LLC - 2023-12-31 1,074,941 $67,173,000 44,921
   PURE FINANCIAL ADVISORS, INC. 15 - 2024-03-31 998,981 $65,793,000 92,957
   ANNEX ADVISORY SERVICES, LLC 11 - 2024-03-31 947,666 $62,413,000 38,076
   ENVESTNET ASSET MANAGEMENT INC 617 - 2023-12-31 795,869 $49,734,000 33,270
   TCI Wealth Advisors Inc. 7 - 2024-03-31 599,838 $39,505,000 11,807
   EMPIRICAL FINANCIAL SERVICES, LLC 21 - 2024-03-31 505,483 $33,291,000 23,156
   CALLAN CAPITAL, LLC 9 - 2024-03-31 456,760 $30,082,000 12,399
   PrairieView Partners LLC 10 - 2024-03-31 449,507 $29,605,000 3,866
   Brickley Wealth Management 5 - 2024-03-31 445,077 $29,313,000 1,953
   Divergent Planning LLC 4 - 2024-03-31 432,279 $28,314,000 16,065
   AMERICAN CENTURY COMPANIES INC 747 - 2023-12-31 429,047 $26,811,000 28,459
   Moisand Fitzgerald Tamayo LLC 8 - 2024-03-31 396,370 $26,105,000 15,640
   Beaird Harris Wealth Management LLC 16 - 2023-12-31 363,955 $22,744,000 12,186
   PARK AVENUE SECURITIES LLC 53 - 2024-03-31 326,583 $21,509,000 33,270
   OPUS CAPITAL GROUP LLC 10 - 2024-03-31 315,305 $20,766,000 3,029
   MARQUETTE ASSET MANAGEMENT INC. 11 - 2024-03-31 291,069 $19,170,000 48,686
   Werba Rubin Papier Wealth Management 4 - 2024-03-31 280,583 $18,479,000 4,440
   Meredith Wealth Planning 3 - 2024-03-31 274,544 $18,081,000 8,580
   LPL FINANCIAL CORP 1022 - 2024-03-31 254,471 $16,759,000 38,519
   Fundamentun LLC 20 - 2024-03-31 234,372 $15,436,000 5,466
   Prime Capital Investment Advisors LLC - 2023-12-31 239,832 $14,987,000 65,262
   Trilogy Capital Inc. 34 - 2024-03-31 227,007 $14,951,000 7,180
   FINANCIAL MANAGEMENT NETWORK INC 7 - 2024-03-31 217,537 $14,264,000 26,875
   Allegiance Financial Group Advisory Services LLC 4 - 2024-03-31 207,484 $13,665,000 23,234
   Peirce Capital Management LLC 6 - 2024-03-31 203,665 $13,413,000 24,894
   Apella Capital LLC 33 - 2024-03-31 201,258 $13,378,000 4,600
   QUARRY HILL ADVISORS LLC 3 - 2024-03-31 201,405 $13,265,000 11,021
   Great Point Wealth Advisors LLC 10 - 2024-03-31 199,683 $13,151,000 20,601
   ATWOOD & PALMER INC 42 - 2024-03-31 198,990 $13,105,000 25,290
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 6 - 2024-03-31 174,110 $11,467,000 864
   JRM Investment Counsel LLC 8 - 2023-12-31 171,210 $10,699,000 3,464
   Quantum Financial Advisors LLC 15 - 2024-03-31 158,124 $10,414,000 12,541
   Willow Creek Wealth Management Inc. 23 - 2023-12-31 164,715 $10,293,000 42,903
   WMS PARTNERS, LLC 23 - 2023-12-31 163,670 $10,228,000 2,209
   Prosperity Planning Inc. 7 - 2024-03-31 153,602 $10,116,000 11,168
   DOrazio & Associates Inc. 14 - 2024-03-31 143,251 $9,435,000 5,611
   Valued Wealth Advisors LLC 5 - 2024-03-31 140,912 $9,280,000 24,021
   NORTHWEST WEALTH MANAGEMENT LLC 7 - 2023-12-31 145,738 $9,107,000 10,345
   Intergy Private Wealth LLC 6 - 2024-03-31 132,282 $8,712,000 4,754
   Oakwell Private Wealth Management LLC 8 - 2024-03-31 131,593 $8,667,000 13,441
   Perigon Wealth Management LLC 81 - 2024-03-31 130,761 $8,612,000 126,710
   COLLECTIVE FAMILY OFFICE LLC 10 - 2024-03-31 124,885 $8,225,000 8,561
   MORGAN STANLEY 3474 - 2023-12-31 131,091 $8,192,000 42,110
   Wealth Architects LLC 23 - 2023-12-31 127,662 $7,978,000 9,454
   Paragon Advisors LLC 6 - 2024-03-31 117,786 $7,757,000 12,787
   OLD MISSION CAPITAL LLC 79 - 2023-12-31 122,147 $7,633,000 94,554
   Apeiron RIA LLC 12 - 2024-03-31 110,203 $7,258,000 429
   ANDERSON HOAGLAND & CO 41 - 2024-03-31 109,538 $7,194,000 2,529
   Strategic Blueprint LLC 50 - 2024-03-31 108,340 $7,135,000 1,882
   MERRIMAN WEALTH MANAGEMENT, LLC 31 - 2023-12-31 113,625 $7,100,000 71,958
   Goldstein Advisors LLC 19 - 2023-12-31 109,030 $6,813,000 3,903
   First Ascent Asset Management LLC 21 - 2023-12-31 107,414 $6,712,000 4,873
   Betterment LLC 99 - 2024-03-31 93,779 $6,176,000 76,477
   Aveo Capital Partners LLC 48 - 2024-03-31 84,299 $5,538,000 24,267
   BAYSHORE ASSET MANAGEMENT LLC 8 - 2023-12-31 88,340 $5,520,000 5,603
   CoreFirst Bank & Trust 3 - 2023-12-31 84,726 $5,295,000 15,506
   MARINER WEALTH ADVISORS, LLC 671 - 2023-12-31 82,574 $5,160,000 7,477
   FAMILY WEALTH PARTNERS LLC 10 - 2024-03-31 78,258 $5,154,000 30,859
   WMG Financial Advisors LLC 4 - 2024-03-31 77,655 $5,114,000 10,296
   TRUEPOINT, INC. 33 - 2024-03-31 76,971 $5,069,000 54,493
   JACKSON THORNTON ASSET MANAGEMENT LLC 13 - 2023-12-31 78,400 $4,899,000 59,700
   Magnus Financial Group LLC 34 - 2024-03-31 74,027 $4,875,000 2,374
   WELLS FARGO & CO/MN 1978 - 2024-03-31 73,964 $4,871,000 5,678
   Oceanside Advisors LLC 9 - 2024-03-31 73,903 $4,867,000 1,779
   Resources Investment Advisors Inc. 205 - 2024-03-31 73,444 $4,837,000 3,021
   DOPKINS WEALTH MANAGEMENT LLC 9 - 2024-03-31 73,360 $4,832,000 4,057
   WealthCollab LLC 6 - 2024-03-31 72,922 $4,803,000 4,807
   Chicago Partners Investment Group LLC 114 - 2024-03-31 71,244 $4,623,000 671
   DELAP WEALTH ADVISORY LLC 13 - 2023-12-31 73,080 $4,567,000 64,407
   Stegent Equity Advisors Inc. 1 - 2024-03-31 67,251 $4,429,000 6,681
   Checchi Capital Advisers LLC 71 - 2024-03-31 67,250 $4,429,000 17,230
   Capasso Planning Partners LLC 10 - 2024-03-31 66,923 $4,408,000 1,988
   Fonville Wealth Management LLC 16 - 2024-03-31 66,747 $4,396,000 8,546
   Wedmont Private Capital 45 - 2024-03-31 64,652 $4,297,000 2,985
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20 - 2024-03-31 64,038 $4,218,000 6,181
   Foster Group Inc. 41 - 2024-03-31 62,864 $4,140,000 17,216
   Ballentine Capital Advisors Inc 11 - 2024-03-31 60,375 $3,955,000 2,038
   Krasney Financial LLC 58 - 2024-03-31 59,383 $3,911,000 2,082
   Fortress Wealth Management Inc. 16 - 2024-03-31 59,006 $3,886,000 2,765
   LIBRA WEALTH LLC 16 - 2024-03-31 58,787 $3,872,000 7,512
   Physician Wealth Solutions Inc. 12 - 2024-03-31 58,091 $3,826,000 4,826
   BANK OF AMERICA CORP /DE/ 3049 - 2023-12-31 60,409 $3,775,000 17,177
   Stone Point Wealth LLC 23 - 2024-03-31 55,931 $3,684,000 2,575
   Emerald Investment Partners LLC 42 - 2024-03-31 53,484 $3,522,000 1,719
   Schulz Wealth LTD. 10 - 2024-03-31 52,873 $3,482,000 7,405
   Versant Capital Management Inc 20 - 2024-03-31 52,846 $3,480,000 105
   Cypress Point Wealth Management LLC 13 - 2024-03-31 52,359 $3,448,000 17,865
   Stokes Family Office LLC 59 - 2024-03-31 51,229 $3,374,000 3,665
   Private Advisor Group LLC 594 - 2024-03-31 51,079 $3,364,000 5,584
   Brainard Capital Management LLC 12 - 2023-03-31 56,877 $3,326,000 9,802
   MODERA WEALTH MANAGEMENT, LLC 187 - 2023-12-31 50,489 $3,155,000 45,117
   Bull Oak Capital LLC 12 - 2024-03-31 46,641 $3,072,000 46,314
  100 Records found
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