Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is Morton Brown Family Wealth LLC’s 5th Largest Position

Morton Brown Family Wealth LLC increased its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 6.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,875 shares of the company’s stock after buying an additional 11,440 shares during the quarter. Avantis U.S. Small Cap Value ETF comprises approximately 6.4% of Morton Brown Family Wealth LLC’s investment portfolio, making the stock its 5th biggest holding. Morton Brown Family Wealth LLC owned 0.16% of Avantis U.S. Small Cap Value ETF worth $18,232,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. MN Wealth Advisors LLC lifted its position in Avantis U.S. Small Cap Value ETF by 11.2% during the 4th quarter. MN Wealth Advisors LLC now owns 26,513 shares of the company’s stock worth $2,559,000 after acquiring an additional 2,667 shares during the period. Valeo Financial Advisors LLC lifted its holdings in shares of Avantis U.S. Small Cap Value ETF by 7.6% during the fourth quarter. Valeo Financial Advisors LLC now owns 12,182 shares of the company’s stock worth $1,176,000 after purchasing an additional 859 shares during the period. Diversified Portfolios Inc. boosted its position in Avantis U.S. Small Cap Value ETF by 0.9% in the fourth quarter. Diversified Portfolios Inc. now owns 47,893 shares of the company’s stock valued at $4,623,000 after buying an additional 442 shares during the last quarter. Comprehensive Financial Planning Inc. PA acquired a new position in Avantis U.S. Small Cap Value ETF in the 4th quarter worth approximately $61,000. Finally, MFA Wealth Advisors LLC increased its holdings in Avantis U.S. Small Cap Value ETF by 9.1% in the 4th quarter. MFA Wealth Advisors LLC now owns 183,618 shares of the company’s stock worth $17,725,000 after buying an additional 15,256 shares during the period.

Avantis U.S. Small Cap Value ETF Trading Up 0.2 %

Shares of NYSEARCA AVUV opened at $97.47 on Tuesday. The company has a 50 day simple moving average of $98.23 and a two-hundred day simple moving average of $97.14. The stock has a market cap of $11.75 billion, a price-to-earnings ratio of 7.76 and a beta of 1.14. Avantis U.S. Small Cap Value ETF has a 12 month low of $86.37 and a 12 month high of $107.64.

Avantis U.S. Small Cap Value ETF Company Profile

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.