AVSC

Avantis Us Small Cap Equity

Latest period2024 - Q4Total superinvestors11

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 22.83%
0.09%
$8.437M
155,206 shares@ 54.37 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
Increased 0.85%
1.86%
$5.335M
98,150 shares@ 54.37 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 6.5%
0.21%
$2.449M
45,045 shares@ 54.36 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.35%
$1.417M
26,074 shares@ 54.37 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 6.97%
0.11%
$789,606
14,525 shares@ 54.37 avg price
NELSON LAM@Lam Group, Inc.
Recent Activity
Increased 36.79%
0.47%
$656,941
12,085 shares@ 54.37 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$553,247
10,242 shares@ 54.02 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 0.04%
0.03%
$473,246
8,706 shares@ 54.36 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 9.28%
0.03%
$418,284
7,695 shares@ 54.36 avg price
Kelsey G. Stevens@First National Bank Sioux Falls
Recent Activity
New Position
0.1%
$230,649
4,243 shares@ 54.36 avg price