AVLV

Avantis Us Large Cap Value

Latest period2024 - Q4Total superinvestors40

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, 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 (%)

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 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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Thomas Smyth@Bridgewater Advisors Inc. Recent Activity Increased 6.13%	6.99%	$66.925M 987,096 shares@ 67.81 avg price	Increased 6.13%
Dana M. Jones@Websterrogers Financial Advisors, Llc Recent Activity Increased 0.4%	6.98%	$20.086M 300,822 shares@ 66.78 avg price	Increased 0.4%
Kelsey G. Stevens@First National Bank Sioux Falls Recent Activity Increased 12.17%	5.03%	$11.809M 176,862 shares@ 66.78 avg price	Increased 12.17%
Trevor N. Hoffman@Collective Family Office Llc Recent Activity Increased 6.6%	2.69%	$9.798M 146,739 shares@ 66.77 avg price	Increased 6.6%
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc Recent Activity Increased 22.16%	4.6%	$7.638M 114,385 shares@ 66.78 avg price	Increased 22.16%
Aryn Sands@Kmg Fiduciary Partners, Llc Recent Activity Increased 6.73%	0.57%	$6.797M 101,795 shares@ 66.78 avg price	Increased 6.73%
Drew Phillips@Fortitude Family Office, Llc Recent Activity Increased 24.26%	2.4%	$6.707M 100,447 shares@ 66.78 avg price	Increased 24.26%
Brian Glenn@Premier Path Wealth Partners, Llc Recent Activity Increased 4.17%	0.87%	$5.645M 84,542 shares@ 66.77 avg price	Increased 4.17%
Timothy Monaco@Kings Path Partners Llc Recent Activity Increased 30.3%	2.35%	$5.491M 82,231 shares@ 66.77 avg price	Increased 30.3%
Ryan Noble@Prosperity Planning, Inc. Recent Activity Increased 54.1%	0.97%	$2.999M 44,918 shares@ 66.78 avg price	Increased 54.1%