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
David Hailey@Paragon Advisors, Llc
Recent Activity
Increased 1.61%
6.12%
$17.823M
184,640 shares@ 96.54 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 140209.17%
0.65%
$17.743M
183,805 shares@ 96.54 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 64.31%
3.39%
$15.1M
156,433 shares@ 96.53 avg price
John C. Swhear@Wallington Asset Management, Llc
Recent Activity
Increased 0.97%
2.11%
$14.587M
151,114 shares@ 96.53 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 7.59%
3.96%
$14.402M
149,201 shares@ 96.54 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 10.3%
2.09%
$14.307M
148,214 shares@ 96.53 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
Increased 16.01%
8.35%
$13.875M
143,740 shares@ 96.53 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -8.16%
6.98%
$12.802M
132,625 shares@ 96.54 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 8.67%
0.36%
$12.741M
131,991 shares@ 96.53 avg price