Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AVANTIS US LARG
-
Total 13F shares
-
6,471,365
-
Share change
-
+819,423
-
Total reported value
-
$437,149,169
-
Price per share
-
$67.55
-
Number of holders
-
32
-
Value change
-
+$55,408,627
-
Number of buys
-
22
-
Number of sells
-
6
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q4 2024
As of 31 Dec 2024,
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,471,365 shares.
The largest 10 holders included
Oak Root LLC, Pacific Life Fund Advisors LLC, Beaird Harris Wealth Management, LLC, MERCER GLOBAL ADVISORS INC /ADV, Cypress Point Wealth Management, LLC, FAS Wealth Partners, Inc., Haven Private, LLC, Dogwood Wealth Management LLC, LPL Financial LLC, and ARCADIA INVESTMENT ADVISORS LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2024 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.