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Get Institutions for : 
Avantis Responsible International Equity Etf (AVSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
 1,276,731  
% of shares held : 
 14.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 172,797  
% of shares held change : 
   1.92%  
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 :
4
 47,326
 3.71%
 
Increased Positions :
18
 174,977
 13.71%
 
Unchanged Positions :
14
 345,767
 27.08%
 
Decreased Positions :
5
-44,003
-3.45%
 
Closed Positions :
2
-5,503
-0.43%
 
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
   Willow Creek Wealth Management Inc. 22 - 2023-12-31 196,442 $10,585,000 789
   MERRIMAN WEALTH MANAGEMENT, LLC 58 - 2024-03-31 71,721 $4,083,000 14
   WARREN AVERETT ASSET MANAGEMENT, LLC 176 - 2024-03-31 65,884 $3,751,000 1,127
   HIGHTOWER ADVISORS, LLC 1183 - 2024-03-31 54,422 $3,101,000 2,231
   MARINER WEALTH ADVISORS, LLC 1013 - 2024-03-31 42,161 $2,400,000 143
   Trademark Financial Management LLC 23 - 2024-03-31 21,020 $1,197,000 1,073
   WMS PARTNERS, LLC 113 - 2024-03-31 14,424 $821,000 401
   Revolve Wealth Partners LLC 78 - 2024-03-31 13,036 $742,000 3,679
   Team Hewins LLC 145 - 2024-03-31 10,599 $603,000 45
   Opes Wealth Management LLC 97 - 2024-03-31 6,780 $386,000 268
   PrairieView Partners LLC 89 - 2024-03-31 6,568 $374,000 315
   Tarbox Group Inc. 87 - 2024-03-31 4,940 $281,000 158
   Emerald Investment Partners LLC 242 - 2024-03-31 4,750 $270,000 1,000
   Orion Capital Management LLC 138 - 2024-03-31 2,726 $155,000 77
   BANK OF MONTREAL /CAN/ 2772 - 2024-03-31 2,494 $142,000 2,494
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 1,512 $86,000 467
   ZRC WEALTH MANAGEMENT LLC 279 - 2024-03-31 447 $25,000 4
   MORRIS FINANCIAL CONCEPTS INC. 155 - 2024-03-31 37 $2,000 37
  18 Records found
  1    
  Page 1 of 1
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