Ownership history in Evensky & Katz LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in AVANTIS US MID CAP VALUE ETF (AVMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 725,469 | +28,626 | +4.1% | 2.91% | $51.7M | $71.03 |
| 2025 Q3 | ADDED | 696,843 | +195,276 | +38.9% | 2.78% | $48.0M | $68.49 |
| 2025 Q2 | ADDED | 501,567 | +397,936 | +384.0% | 2.00% | $32.8M | $64.84 |
| 2025 Q1 | ADDED | 103,631 | +99,553 | +2441.2% | 0.43% | $6.4M | $60.73 |
| 2024 Q4 | INITIATED | 4,078 | — | — | 0.02% | $266K | $64.30 |
As of 2025 Q4 — sorted by position size