AVUV

Avantis Us Small Cap Value

Latest period2024 - Q4Total superinvestors124

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, 124 superinvestors own shares of Avantis Us Small Cap Value (AVUV), 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 Small Cap Value (AVUV), 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 Small Cap Value (AVUV) 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 Small Cap Value (AVUV) 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
Eileen Holmes@Churchill Management Corp
Recent Activity
Increased 1.57%
2.39%
$218.384M
2.262M shares@ 96.54 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Increased 1.52%
5.19%
$50.952M
527,832 shares@ 96.53 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 26.95%
3.06%
$50.635M
524,558 shares@ 96.53 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Decreased -0.02%
7.53%
$46.106M
477,637 shares@ 96.54 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.32%
0.08%
$38.719M
403,529 shares@ 95.95 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 1.6%
2.54%
$37.981M
393,467 shares@ 96.53 avg price
Kaitlin Theobald@Sherrill & Hutchins Financial Advisory, Inc
Recent Activity
Decreased -3.65%
25.1%
$28.394M
294,142 shares@ 96.54 avg price
Melissa Phillips@Eagle Wealth Strategies Llc
Recent Activity
Decreased -0.32%
18.68%
$25.777M
267,034 shares@ 96.53 avg price
Jeffrey Scott Coons@High Probability Advisors, Llc
Recent Activity
Increased 3.6%
3.91%
$21.755M
225,368 shares@ 96.54 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Increased 0.93%
3.42%
$20.728M
214,729 shares@ 96.54 avg price