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
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 2.38%
0.51%
$3.344M
34,645 shares@ 96.54 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 23.59%
0.49%
$3.066M
31,759 shares@ 96.53 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Increased 4.9%
0.65%
$3.042M
31,517 shares@ 96.54 avg price
Dori Riddle@Dbk Financial Counsel, Llc
Recent Activity
Increased 0.01%
2.86%
$2.83M
29,322 shares@ 96.54 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
Increased 39.84%
0.74%
$2.566M
26,587 shares@ 96.53 avg price
NELSON LAM@Lam Group, Inc.
Recent Activity
Increased 7.8%
1.82%
$2.549M
26,410 shares@ 96.53 avg price
Mark Heider@Peirce Capital Management, Llc
Recent Activity
Decreased -10.85%
1.3%
$2.528M
26,189 shares@ 96.53 avg price
Emily Priebe@Priebe Wealth Holdings Llc
Recent Activity
Increased 267.17%
1.68%
$2.473M
25,617 shares@ 96.53 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 7.55%
0.45%
$2.423M
25,103 shares@ 96.54 avg price
Matt Bollenbach@Emprise Bank
Recent Activity
Decreased -3.53%
1.36%
$2.392M
24,785 shares@ 96.53 avg price