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
GABRIEL M BUSTAMANTE@Bayshore Asset Management, Llc Recent Activity Increased 0.2%	1.36%	$2.947M 44,137 shares@ 66.77 avg price	Increased 0.2%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 74.27%	0.07%	$2.244M 33,612 shares@ 66.78 avg price	Increased 74.27%
Stephen Tuttle@Signet Financial Management, Llc Recent Activity Increased 0.02%	0.25%	$1.946M 29,140 shares@ 66.77 avg price	Increased 0.02%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 1.31%	0.07%	$1.288M 19,273 shares@ 66.82 avg price	Increased 1.31%
Lupe Fungalei@Diversify Wealth Management, Llc Recent Activity Increased 34.2%	0.07%	$829,520 12,416 shares@ 66.82 avg price	Increased 34.2%
KATHRYN MARSICO@Traphagen Investment Advisors Llc Recent Activity Increased 13.1%	0.09%	$812,574 12,170 shares@ 66.77 avg price	Increased 13.1%
Jay Richards@Investment Advisory Group, Llc Recent Activity Increased 22.89%	0.21%	$602,265 9,020 shares@ 66.77 avg price	Increased 22.89%
NELSON LAM@Lam Group, Inc. Recent Activity Increased 20.05%	0.36%	$497,770 7,455 shares@ 66.77 avg price	Increased 20.05%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 0.62%	0.05%	$433,875 6,498 shares@ 66.78 avg price	Increased 0.62%