Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / AVANTIS US SMALL
-
Total 13F shares
-
2,119,865
-
Share change
-
+789,881
-
Total reported value
-
$93,459,495
-
Price per share
-
$44.10
-
Number of holders
-
38
-
Value change
-
+$34,925,274
-
Number of buys
-
32
-
Number of sells
-
7
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q1 2023
As of 31 Mar 2023,
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,119,865 shares.
The largest 10 holders included
Elwood & Goetz Wealth Advisory Group, LLC, ENVESTNET ASSET MANAGEMENT INC, FAS Wealth Partners, Inc., Waypoint Capital Advisors, LLC, AMERICAN CENTURY COMPANIES INC, Beaird Harris Wealth Management, LLC, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., CI Private Wealth, LLC, WEBSTERROGERS FINANCIAL ADVISORS, LLC, and Foundations Investment Advisors, LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.