AVLV

Avantis Us Large Cap Value

Latest period2024 - Q4Total superinvestors40

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, 40 superinvestors own shares of Avantis Us Large Cap Value (AVLV), 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 Large Cap Value (AVLV), 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 Large Cap Value (AVLV) 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 Large Cap Value (AVLV) 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
1.03%
$507.273M
7.706M shares@ 65.84 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -3.73%
2.44%
$107.09M
1.604M shares@ 66.78 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -1.22%
0.56%
$53.528M
801,673 shares@ 66.78 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -2.21%
14.48%
$18.329M
274,510 shares@ 66.78 avg price
Aryn Sands@Shotwell Rutter Baer Inc
Recent Activity
Decreased -0.23%
11.46%
$13.595M
203,485 shares@ 66.81 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -14.77%
5.82%
$10.674M
159,860 shares@ 66.77 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -2.85%
0.63%
$4.008M
60,024 shares@ 66.78 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -1.13%
0.14%
$1.182M
17,708 shares@ 66.78 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -0.02%
0.02%
$802,108
12,013 shares@ 66.77 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -10.94%
0.28%
$647,956
9,624 shares@ 67.33 avg price