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
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 6.6%
2.69%
$9.798M
146,739 shares@ 66.77 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
Increased 22.16%
4.6%
$7.638M
114,385 shares@ 66.78 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 6.73%
0.57%
$6.797M
101,795 shares@ 66.78 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 24.26%
2.4%
$6.707M
100,447 shares@ 66.78 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 4.17%
0.87%
$5.645M
84,542 shares@ 66.77 avg price
Timothy Monaco@Kings Path Partners Llc
Recent Activity
Increased 30.3%
2.35%
$5.491M
82,231 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
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Increased 54.1%
0.97%
$2.999M
44,918 shares@ 66.78 avg price
GABRIEL M BUSTAMANTE@Bayshore Asset Management, Llc
Recent Activity
Increased 0.2%
1.36%
$2.947M
44,137 shares@ 66.77 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 74.27%
0.07%
$2.244M
33,612 shares@ 66.78 avg price