Elwood & Goetz Wealth Advisory Group LLC purchased a new position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) during the third quarter, HoldingsChannel.com reports. The institutional investor purchased 721,695 shares of the company’s stock, valued at approximately $49,898,000. Avantis U.S. Small Cap Equity ETF accounts for 6.9% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 4th largest position.
A number of other large investors have also made changes to their positions in AVSC. HB Wealth Management LLC lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 0.7% in the first quarter. HB Wealth Management LLC now owns 27,927 shares of the company’s stock valued at $1,740,000 after purchasing an additional 195 shares during the period. Summit Financial Wealth Advisors LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF by 5.8% during the first quarter. Summit Financial Wealth Advisors LLC now owns 3,867 shares of the company’s stock worth $241,000 after buying an additional 212 shares in the last quarter. Lam Group Inc. boosted its holdings in Avantis U.S. Small Cap Equity ETF by 1.3% during the second quarter. Lam Group Inc. now owns 26,200 shares of the company’s stock worth $1,922,000 after buying an additional 325 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF by 100.0% during the first quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock worth $42,000 after buying an additional 336 shares in the last quarter. Finally, Pearl Planning LLC grew its position in Avantis U.S. Small Cap Equity ETF by 3.5% during the first quarter. Pearl Planning LLC now owns 11,305 shares of the company’s stock worth $704,000 after buying an additional 387 shares during the period.
Avantis U.S. Small Cap Equity ETF Trading Up 1.1%
Shares of AVSC opened at $72.10 on Friday. Avantis U.S. Small Cap Equity ETF has a twelve month low of $54.31 and a twelve month high of $75.30. The firm has a market capitalization of $3.23 billion, a P/E ratio of 14.03 and a beta of 1.03. The firm’s 50-day moving average is $71.08 and its two-hundred day moving average is $68.41.
Avantis U.S. Small Cap Equity ETF Profile
The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.
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