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
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 36.82%
0.12%
$1.977M
20,485 shares@ 96.53 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 14.12%
0.11%
$1.903M
19,719 shares@ 96.53 avg price
Melinda Parks@Freestate Advisors Llc
Recent Activity
Increased 27.21%
1.86%
$1.797M
18,614 shares@ 96.53 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Increased 32.44%
0.34%
$1.673M
17,329 shares@ 96.54 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 6.15%
0.5%
$1.615M
16,730 shares@ 96.54 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 44%
0.1%
$1.36M
14,093 shares@ 96.54 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 1.22%
0.17%
$1.358M
14,073 shares@ 96.54 avg price
Aryn Sands@Arbor Wealth Advisors Llc
Recent Activity
Increased 32.69%
1.2%
$1.342M
13,903 shares@ 96.54 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 6.88%
0.06%
$1.169M
12,109 shares@ 96.54 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 17.53%
0.12%
$1.115M
11,554 shares@ 96.54 avg price