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
Tom Lewis@Krilogy Financial Llc
Recent Activity
New Position
0.78%
$11.61M
173,877 shares@ 66.78 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
New Position
0.09%
$2.098M
31,415 shares@ 66.78 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.71%
$1.206M
18,069 shares@ 66.77 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
New Position
0.05%
$503,780
7,545 shares@ 66.78 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
New Position
0.03%
$410,101
6,142 shares@ 66.77 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.04%
$391,272
5,860 shares@ 66.77 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.34%
$354,615
5,311 shares@ 66.77 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
New Position
0.05%
$203,827
3,021 shares@ 67.48 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
New Position
0.01%
$2,404
36 shares@ 66.78 avg price