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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%
 
            Charting Not Avaliable

  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
   JANE STREET GROUP LLC 1979 *New 2023-12-31 59,000 $3,013,000 59,000
   DIXON FNANCIAL SERVICES INC. 13 *New 2024-03-31 22,286 $1,167,000 22,286
   JACKSON THORNTON ASSET MANAGEMENT LLC 21 *New 2023-12-31 21,625 $1,104,000 21,625
   IHT Wealth Management LLC 428 *New 2023-12-31 16,684 $852,000 16,684
   Day & Ennis LLC 60 *New 2023-12-31 16,058 $820,000 16,058
   Resource Planning Group 40 *New 2023-12-31 14,610 $746,000 14,610
   Goepper Burkhardt LLC 41 *New 2023-12-31 11,715 $584,000 11,715
   Rockefeller Capital Management L.P. 1331 *New 2023-12-31 10,123 $517,000 10,123
   Herold Advisors Inc. 174 *New 2024-03-31 9,839 $515,000 9,839
   Evanson Asset Management LLC 202 *New 2024-03-31 7,855 $411,000 7,855
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1707 *New 2024-03-31 7,591 $397,000 7,591
   BANK OF NEW YORK MELLON CORP 3690 *New 2024-03-31 5,309 $278,000 5,309
   Kestra Advisory Services LLC 1999 *New 2023-12-31 4,499 $230,000 4,499
   Mattern Wealth Management LLC 164 *New 2023-12-31 4,213 $215,000 4,213
   Steward Financial Group LLC 70 *New 2023-09-30 4,609 $204,000 4,609
   WEST PACES ADVISORS INC. 150 *New 2024-03-31 3,000 $157,000 3,000
   Steward Partners Investment Advisory LLC 1716 *New 2023-12-31 1,850 $94,000 1,850
   MATHER GROUP, INC. 1030 *New 2024-03-31 468 $24,000 468
   Coppell Advisory Solutions LLC 797 *New 2023-12-31 325 $17,000 325
   Orion Capital Management LLC 402 *New 2024-03-31 97 $5,000 97
   Coastal Capital Group Inc. 463 *New 2023-06-30 84 $4,000 84
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1591 *New 2024-03-31 39 $2,000 39
  22 Records found
  1    
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