Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / AVANTIS US SMALL
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Number of holders
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3
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Total 13F shares, excl. options
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125K
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Shares change
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+62.5K
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Total reported value, excl. options
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$6.38M
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Value change
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+$3.19M
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Number of buys
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1
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Price
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$51.06
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q4 2023
3 filings reported holding AVSC - AMERICAN CENTY ETF TR - AVANTIS US SMALL as of Q4 2023.
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 125K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (6.86M shares), MERCER GLOBAL ADVISORS INC /ADV (6.71M shares), Mason Investment Advisory Services, Inc. (2.57M shares), Elwood & Goetz Wealth Advisory Group, LLC (442K shares), FAS Wealth Partners, Inc. (223K shares), AMERICAN CENTURY COMPANIES INC (209K shares), Waypoint Capital Advisors, LLC (190K shares), OneDigital Investment Advisors LLC (173K shares), Atlantic Union Bankshares Corp (171K shares), and Corient Private Wealth LLC (167K shares).
This table shows the top 3 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.