Security Details
| Security Name: | AVANTIS INTL SM CAP EQ ETF |
|---|---|
| Ticker: | AVDS |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 025072190 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 17 | - |
| 2024-09-30 | $0.04B | +161.1% | 23 | +35.3% |
| 2024-12-31 | $0.04B | +1.4% | 21 | -8.7% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ARIADNE WEALTH MANAGEMENT, LP | $2.8M | 50K | 1.3% |
| FREEDOM INVESTMENT MANAGEMENT, INC. | $14.0M | 269K | 1.2% |
| HARDIN CAPITAL PARTNERS, LLC | $0.7M | 10K | 0.4% |
| KELMAN-LAZAROV, INC. | $1.6M | 30K | 0.3% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | $0.3M | 6K | 0.3% |
| HAVEN PRIVATE, LLC | $0.4M | 7K | 0.2% |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | $0.6M | 10K | 0.1% |
| PLANCORP, LLC | $0.7M | 12K | 0.0% |
| CARDIFF PARK ADVISORS, LLC | $0.4M | 7K | 0.0% |
| MML INVESTORS SERVICES, LLC | $1.6M | 31K | 0.0% |
| FARTHER FINANCE ADVISORS, LLC | $0.4M | 7K | 0.0% |
| GLOBAL RETIREMENT PARTNERS, LLC | $0.0M | 0K | 0.0% |
| JANE STREET GROUP, LLC | $1.3M | 25K | 0.0% |
| CITADEL ADVISORS LLC | $4.0M | 76K | 0.0% |
| AMERICAN CENTURY COMPANIES INC | $4.5M | 87K | 0.0% |
| ALLWORTH FINANCIAL LP | $0.0M | 0K | 0.0% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | $0.3M | 5K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 52K | 0.0% |
| PRAIRIEVIEW PARTNERS, LLC | $0.0M | 0K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0.2M | 3K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| AVSC | US | AVANTIS US SMALL CAP EQUITY | 0.016 | 2 | 129 |
| DFIC | US | DIMENSIONAL INTERNATIONAL CO | 0.006 | 2 | 322 |
| DFUS | US | DIMENSIONAL US EQ MKT ETF | 0.004 | 2 | 504 |
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