Retirement Financial Solutions LLC Grows Stock Position in Avantis U.S. Small Cap Equity ETF $AVSC

Retirement Financial Solutions LLC boosted its position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 31.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 369,883 shares of the company’s stock after acquiring an additional 88,959 shares during the quarter. Avantis U.S. Small Cap Equity ETF accounts for approximately 6.4% of Retirement Financial Solutions LLC’s portfolio, making the stock its 2nd largest holding. Retirement Financial Solutions LLC owned about 1.01% of Avantis U.S. Small Cap Equity ETF worth $21,727,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Mercer Global Advisors Inc. ADV grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 2.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 14,080,549 shares of the company’s stock valued at $806,685,000 after buying an additional 341,562 shares during the last quarter. Mason Investment Advisory Services Inc. grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 2.7% during the fourth quarter. Mason Investment Advisory Services Inc. now owns 3,607,787 shares of the company’s stock valued at $211,921,000 after buying an additional 96,254 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 5.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,381 shares of the company’s stock valued at $68,396,000 after buying an additional 56,697 shares during the last quarter. Wealth Management Nebraska grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 11.6% during the fourth quarter. Wealth Management Nebraska now owns 1,010,452 shares of the company’s stock valued at $59,354,000 after buying an additional 105,187 shares during the last quarter. Finally, Cambridge Associates LLC MA ADV grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 1,420.1% during the third quarter. Cambridge Associates LLC MA ADV now owns 837,617 shares of the company’s stock valued at $47,954,000 after buying an additional 782,514 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Stock Performance

Shares of NYSEARCA:AVSC opened at $71.22 on Monday. The stock’s 50-day moving average price is $67.50 and its 200-day moving average price is $63.83. Avantis U.S. Small Cap Equity ETF has a 12-month low of $49.58 and a 12-month high of $71.69. The stock has a market capitalization of $2.81 billion, a P/E ratio of 14.03 and a beta of 1.04.

Avantis U.S. Small Cap Equity ETF Company 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.