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
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 6.59%
6.55%
$12.478M
129,269 shares@ 96.54 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 9.45%
3.34%
$11.913M
123,412 shares@ 96.53 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 1.91%
1.59%
$11.803M
122,269 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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 23.64%
0.11%
$10.019M
103,797 shares@ 96.53 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 39327.46%
3.92%
$9.705M
100,540 shares@ 96.53 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Increased 0.47%
1.47%
$9.628M
99,743 shares@ 96.54 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
Decreased -11.91%
3.04%
$9.163M
95,496 shares@ 95.96 avg price
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc.
Recent Activity
Decreased -3.52%
3.7%
$9.081M
94,076 shares@ 96.53 avg price
Aryn Sands@Shotwell Rutter Baer Inc
Recent Activity
Decreased -1.02%
7.48%
$8.874M
93,720 shares@ 94.69 avg price