Elwood & Goetz Wealth Advisory Group LLC Raises Holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Elwood & Goetz Wealth Advisory Group LLC boosted its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 4.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 564,006 shares of the company’s stock after acquiring an additional 24,005 shares during the period. Avantis U.S. Small Cap Equity ETF makes up approximately 7.5% of Elwood & Goetz Wealth Advisory Group LLC’s holdings, making the stock its 5th largest holding. Elwood & Goetz Wealth Advisory Group LLC owned approximately 2.83% of Avantis U.S. Small Cap Equity ETF worth $30,659,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AVSC. Creative Planning increased its stake in Avantis U.S. Small Cap Equity ETF by 2.0% during the third quarter. Creative Planning now owns 37,053 shares of the company’s stock valued at $2,002,000 after acquiring an additional 723 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 27.1% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 10,242 shares of the company’s stock valued at $553,000 after acquiring an additional 2,181 shares during the period. Pacific Life Fund Advisors LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 169.4% during the third quarter. Pacific Life Fund Advisors LLC now owns 267,190 shares of the company’s stock valued at $14,434,000 after acquiring an additional 168,005 shares during the period. Chicago Partners Investment Group LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF by 12.9% during the third quarter. Chicago Partners Investment Group LLC now owns 51,918 shares of the company’s stock valued at $2,773,000 after purchasing an additional 5,952 shares in the last quarter. Finally, Wheelhouse Advisory Group LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF by 6.3% during the third quarter. Wheelhouse Advisory Group LLC now owns 112,749 shares of the company’s stock valued at $6,091,000 after purchasing an additional 6,657 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Trading Down 2.3 %

NYSEARCA AVSC opened at $53.12 on Friday. The stock’s 50 day moving average is $54.92 and its two-hundred day moving average is $54.79. The company has a market capitalization of $1.06 billion, a price-to-earnings ratio of 10.76 and a beta of 1.18. Avantis U.S. Small Cap Equity ETF has a 1-year low of $47.79 and a 1-year high of $60.28.

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.