Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AVANTIS US SMALL
-
Total 13F shares
-
124,968
-
Share change
-
+62,500
-
Total reported value
-
$6,380,865
-
Price per share
-
$51.06
-
Number of holders
-
3
-
Value change
-
+$3,191,250
-
Number of buys
-
1
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q4 2023
As of 31 Dec 2023,
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
124,968 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Mason Investment Advisory Services, Inc., Elwood & Goetz Wealth Advisory Group, LLC, FAS Wealth Partners, Inc., AMERICAN CENTURY COMPANIES INC, Waypoint Capital Advisors, LLC, OneDigital Investment Advisors LLC, Atlantic Union Bankshares Corp, and Corient Private Wealth LLC.
This page lists
81
institutional shareholders reporting positions in this security
for the Q4 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.