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
Aryn Sands@Define Financial, Llc
Recent Activity
New Position
14.93%
$19.77M
204,805 shares@ 96.53 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
2.64%
$10.923M
112,199 shares@ 97.36 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.66%
$8.401M
87,026 shares@ 96.54 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
New Position
0.34%
$7.841M
81,226 shares@ 96.53 avg price
Joel W. Lake@Capstone Wealth Management, Llc
Recent Activity
New Position
5.52%
$5.65M
58,527 shares@ 96.54 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
3.72%
$4.044M
41,898 shares@ 96.53 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.94%
$981,203
10,165 shares@ 96.53 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
New Position
0.1%
$938,389
9,721 shares@ 96.54 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
New Position
0.07%
$936,920
9,706 shares@ 96.53 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.19%
$325,596
3,373 shares@ 96.54 avg price