Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / AVANTIS US LARG
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Number of holders
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32
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Total 13F shares, excl. options
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6.47M
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Shares change
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+819K
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Total reported value, excl. options
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$437M
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Value change
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+$55.4M
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Number of buys
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22
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Number of sells
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-6
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Price
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$67.55
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q4 2024
34 filings reported holding AVLC - AMERICAN CENTY ETF TR - AVANTIS US LARG as of Q4 2024.
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.47M shares
.
Largest 10 shareholders include Oak Root LLC (2.91M shares), Pacific Life Fund Advisors LLC (1.17M shares), Beaird Harris Wealth Management, LLC (429K shares), MERCER GLOBAL ADVISORS INC /ADV (409K shares), Cypress Point Wealth Management, LLC (326K shares), FAS Wealth Partners, Inc. (209K shares), Haven Private, LLC (173K shares), Dogwood Wealth Management LLC (139K shares), LPL Financial LLC (120K shares), and ARCADIA INVESTMENT ADVISORS LLC (117K shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.