AVSC

Avantis Us Small Cap Equity

Latest period2024 - Q4Total superinvestors11

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 11 superinvestors own shares of Avantis Us Small Cap Equity (AVSC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Avantis Us Small Cap Equity (AVSC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Avantis Us Small Cap Equity (AVSC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Avantis Us Small Cap Equity (AVSC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 22.83%	0.09%	$8.437M 155,206 shares@ 54.37 avg price	Increased 22.83%
Dana M. Jones@Websterrogers Financial Advisors, Llc Recent Activity Increased 0.85%	1.86%	$5.335M 98,150 shares@ 54.37 avg price	Increased 0.85%
Aryn Sands@Kmg Fiduciary Partners, Llc Recent Activity Increased 6.5%	0.21%	$2.449M 45,045 shares@ 54.36 avg price	Increased 6.5%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 6.97%	0.11%	$789,606 14,525 shares@ 54.37 avg price	Increased 6.97%
NELSON LAM@Lam Group, Inc. Recent Activity Increased 36.79%	0.47%	$656,941 12,085 shares@ 54.37 avg price	Increased 36.79%
Lynn L. Chen-Zhang@Zhang Financial Llc Recent Activity Increased 0.04%	0.03%	$473,246 8,706 shares@ 54.36 avg price	Increased 0.04%
Kim Adams@Evanson Asset Management, Llc Recent Activity Increased 9.28%	0.03%	$418,284 7,695 shares@ 54.36 avg price	Increased 9.28%