Security Details
| Security Name: | AVANTIS US MID CAP VAL ETF |
|---|---|
| Ticker: | AVMV |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 025072133 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.02B | - | 15 | - |
| 2024-09-30 | $0.07B | +192.6% | 20 | +33.3% |
| 2024-12-31 | $0.06B | -7.5% | 18 | -10.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| MOISAND FITZGERALD TAMAYO, LLC | $25.2M | 386K | 3.6% |
| WMG FINANCIAL ADVISORS, LLC | $7.6M | 115K | 3.3% |
| FINANCIAL MANAGEMENT NETWORK INC | $4.8M | 73K | 1.0% |
| HAVEN PRIVATE, LLC | $1.5M | 23K | 0.9% |
| HEROLD ADVISORS, INC. | $0.7M | 10K | 0.2% |
| RIALTO WEALTH MANAGEMENT, LLC | $0.2M | 3K | 0.1% |
| FARTHER FINANCE ADVISORS, LLC | $0.8M | 12K | 0.0% |
| EVENSKY & KATZ LLC | $0.3M | 4K | 0.0% |
| AMERICAN CENTURY COMPANIES INC | $15.7M | 239K | 0.0% |
| PLANCORP, LLC | $0.3M | 4K | 0.0% |
| KESTRA ADVISORY SERVICES, LLC | $0.2M | 3K | 0.0% |
| FAS WEALTH PARTNERS, INC. | $0.0M | 0K | 0.0% |
| CITADEL ADVISORS LLC | $0.4M | 6K | 0.0% |
| LPL FINANCIAL LLC | $3.9M | 60K | 0.0% |
| MCILRATH & ECK, LLC | $0.0M | 0K | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
| IFP ADVISORS, INC | $0.0M | 0K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| AVLV | US | AVANTIS US LARGE CAP VALUE | 0.008 | 2 | 262 |
| AVDV | US | AVANTIS INTL S/C VALUE ETF | 0.006 | 2 | 308 |
| AVUV | US | AVANTIS US SMALL CAP VALUE | 0.004 | 2 | 553 |
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 0.001 | 2 | 2173 |
| VOO | US | VANGUARD S&P 500 ETF | 0.001 | 2 | 2296 |