AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE)

CUSIP: 025072232

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / AVANTIS ALL EQT
Total 13F shares
404,327
Share change
+35,939
Total reported value
$23,380,171
Price per share
$57.80
Number of holders
26
Value change
+$2,257,757
Number of buys
22
Number of sells
5

Quarterly Holders Quick Answers

What is CUSIP 025072232?
CUSIP 025072232 identifies AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of AVGE - AMERICAN CENTY ETF TR - AVANTIS ALL EQT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) as of Q1 2023

As of 31 Mar 2023, AMERICAN CENTY ETF TR - AVANTIS ALL EQT (AVGE) was held by 26 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 404,327 shares. The largest 10 holders included Intelligent Financial Strategies, Compass Ion Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, V Wealth Advisors LLC, Index Fund Advisors, Inc., CI Private Wealth, LLC, Waypoint Capital Advisors, LLC, Physician Wealth Advisors, Inc., Meredith Wealth Planning, and Werba Rubin Papier Wealth Management. This page lists 26 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

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
16
Q1 2023 holders
26
Holder diff
10
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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