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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    0
Total shares held : 
 581,532  
% of shares held : 
 6.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 40,317  
% of shares held change : 
   0.45%  
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 :
3
 14,898
 2.56%
 
Increased Positions :
17
 47,669
 8.2%
 
Unchanged Positions :
8
 33,524
 5.76%
 
Decreased Positions :
2
-2,343
-0.4%
 
Closed Positions :
3
-19,907
-3.42%
 
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. 31 - 2023-12-31 95,985 $4,603,000 -15,604
   JANE STREET GROUP LLC 1690 - 2023-12-31 83,326 $3,996,000 23,062
   CI Private Wealth LLC 773 - 2024-03-31 79,755 $3,913,000 -66,806
   HIGHTOWER ADVISORS, LLC 1116 - 2024-03-31 70,374 $3,455,000 8,679
   OLD MISSION CAPITAL LLC 182 - 2023-12-31 70,498 $3,381,000 -2,231
   MARINER WEALTH ADVISORS, LLC 1209 - 2023-12-31 30,054 $1,441,000 2,064
   COMMONWEALTH EQUITY SERVICES LLC. 2010 - 2024-03-31 28,011 $1,374,000 -1,448
   Trademark Financial Management LLC 22 - 2024-03-31 25,441 $1,248,000 1,611
   Opes Wealth Management LLC 60 *New 2024-03-31 20,499 $1,006,000 20,499
   Northland Capital Management LLC 23 - 2024-03-31 19,722 $968,000 -54
   Highland Financial Advisors LLC 30 - 2024-03-31 15,348 $753,000 -591
   Asset Dedication LLC 204 - 2024-03-31 13,786 $678,000 41
   MERRIMAN WEALTH MANAGEMENT, LLC 112 - 2023-12-31 14,119 $677,000 71
   Wealthstream Advisors Inc. 61 - 2024-03-31 12,123 $595,000 -365
   WMS PARTNERS, LLC 156 - 2023-12-31 10,830 $519,000 352
   Trellis Wealth Advisors LLC 19 - 2024-03-31 9,050 $444,000 0
   Plancorp LLC 224 - 2023-12-31 5,755 $276,000 0
   Tarbox Group Inc. 93 - 2024-03-31 5,471 $268,000 178
   Level Financial Advisors Inc. 67 - 2024-03-31 5,230 $257,000 23
   Team Hewins LLC 309 - 2024-03-31 5,154 $253,000 27
   SAVANT CAPITAL MANAGEMENT INC 970 - 2024-03-31 4,892 $240,000 0
   TCI Wealth Advisors Inc. 199 - 2024-03-31 4,513 $221,000 12
   WealthCollab LLC 79 - 2024-03-31 2,460 $121,000 0
   PrairieView Partners LLC 145 - 2024-03-31 1,985 $98,000 21
   Orion Capital Management LLC 223 - 2024-03-31 1,156 $57,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 92 - 2024-03-31 1,116 $55,000 151
   True Wealth Design LLC 157 *New 2023-12-31 956 $46,000 956
   GRAND WEALTH MANAGEMENT LLC 61 - 2024-03-31 600 $29,000 0
   ZRC WEALTH MANAGEMENT LLC 281 - 2024-03-31 480 $24,000 12
   Signature Resources Capital Management LLC 209 - 2024-03-31 166 $8,000 0
   MORRIS FINANCIAL CONCEPTS INC. 144 - 2024-03-31 130 $6,000 -55
   CITADEL ADVISORS LLC 5867 *Closed 2023-12-31 0 $0 -12,793
   BANK OF MONTREAL /CAN/ 3494 *Closed 2023-12-31 0 $0 -6,974
   Annapolis Financial Services LLC 412 *Closed 2024-03-31 0 $0 -2,927
   PROEQUITIES INC. 8616 - 2024-03-31 0 $0 0
   ROYAL BANK OF CANADA 6802 *Closed 2023-12-31 0 $0 -140
  36 Records found
  1    
  Page 1 of 1
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