Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AVANTIS US LARG
-
Total 13F shares
-
8,108,812
-
Share change
-
+1,637,447
-
Total reported value
-
$520,592,602
-
Price per share
-
$64.20
-
Number of holders
-
42
-
Value change
-
+$105,039,173
-
Number of buys
-
32
-
Number of sells
-
10
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q1 2025
As of 31 Mar 2025,
AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,108,812 shares.
The largest 10 holders included
Oak Root LLC, Pacific Life Fund Advisors LLC, MERCER GLOBAL ADVISORS INC /ADV, Cypress Point Wealth Management, LLC, Beaird Harris Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Simplicity Wealth,LLC, FAS Wealth Partners, Inc., LPL Financial LLC, and Haven Private, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q1 2025 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.