Avantis U.S. Small Cap Value ETF $AVUV Position Raised by Evensky & Katz LLC

Evensky & Katz LLC grew its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,224,966 shares of the company’s stock after buying an additional 13,251 shares during the period. Avantis U.S. Small Cap Value ETF accounts for approximately 7.0% of Evensky & Katz LLC’s portfolio, making the stock its 5th largest holding. Evensky & Katz LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $124,922,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in Avantis U.S. Small Cap Value ETF by 22.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 455,750 shares of the company’s stock worth $45,361,000 after purchasing an additional 85,028 shares during the last quarter. North Star Asset Management Inc. boosted its stake in Avantis U.S. Small Cap Value ETF by 350.7% during the 3rd quarter. North Star Asset Management Inc. now owns 10,047 shares of the company’s stock worth $1,000,000 after purchasing an additional 7,818 shares during the last quarter. Zhang Financial LLC boosted its stake in Avantis U.S. Small Cap Value ETF by 42.8% during the 3rd quarter. Zhang Financial LLC now owns 137,754 shares of the company’s stock worth $13,711,000 after purchasing an additional 41,308 shares during the last quarter. First Citizens Investor Services Inc. acquired a new stake in Avantis U.S. Small Cap Value ETF during the 3rd quarter worth $1,240,000. Finally, Correct Capital Wealth Management boosted its stake in Avantis U.S. Small Cap Value ETF by 2.4% during the 3rd quarter. Correct Capital Wealth Management now owns 217,835 shares of the company’s stock worth $21,681,000 after purchasing an additional 5,034 shares during the last quarter.

Avantis U.S. Small Cap Value ETF Price Performance

Shares of AVUV opened at $117.25 on Monday. Avantis U.S. Small Cap Value ETF has a 52-week low of $85.79 and a 52-week high of $121.11. The firm’s fifty day moving average is $113.65 and its two-hundred day moving average is $108.41. The stock has a market cap of $25.72 billion, a PE ratio of 11.26 and a beta of 1.01.

About Avantis U.S. Small Cap Value ETF

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.