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
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 2.67%
0.57%
$7.297M
77,062 shares@ 94.7 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Decreased -0.59%
1.87%
$7.356M
76,200 shares@ 96.54 avg price
GABRIEL M BUSTAMANTE@Bayshore Asset Management, Llc
Recent Activity
Decreased -0.24%
3.22%
$7.003M
72,552 shares@ 96.54 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 1.14%
0.12%
$6.487M
67,203 shares@ 96.54 avg price
Kelsey G. Stevens@First National Bank Sioux Falls
Recent Activity
Increased 5.34%
2.69%
$6.304M
65,304 shares@ 96.53 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 10.45%
0.19%
$6.226M
62,944 shares@ 98.92 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Increased 4.7%
1.56%
$5.745M
59,512 shares@ 96.54 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 1680.97%
0.77%
$5.663M
58,665 shares@ 96.54 avg price
Joel W. Lake@Capstone Wealth Management, Llc
Recent Activity
New Position
5.52%
$5.65M
58,527 shares@ 96.54 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 24.72%
0.02%
$5.521M
57,196 shares@ 96.53 avg price