Elwood & Goetz Wealth Advisory Group LLC Raises Holdings in Avantis U.S. Small Cap Equity ETF $AVSC

Elwood & Goetz Wealth Advisory Group LLC raised its stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 7.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 636,669 shares of the company’s stock after purchasing an additional 44,193 shares during the period. Avantis U.S. Small Cap Equity ETF accounts for about 6.6% of Elwood & Goetz Wealth Advisory Group LLC’s portfolio, making the stock its 5th biggest position. Elwood & Goetz Wealth Advisory Group LLC owned about 1.72% of Avantis U.S. Small Cap Equity ETF worth $37,398,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Retirement Financial Solutions LLC purchased a new stake in Avantis U.S. Small Cap Equity ETF during the 3rd quarter valued at $16,083,000. Northwest Wealth Management LLC lifted its position in Avantis U.S. Small Cap Equity ETF by 9.8% in the third quarter. Northwest Wealth Management LLC now owns 116,123 shares of the company’s stock worth $6,648,000 after buying an additional 10,370 shares during the last quarter. Haven Private LLC boosted its stake in Avantis U.S. Small Cap Equity ETF by 29.0% during the third quarter. Haven Private LLC now owns 58,808 shares of the company’s stock worth $3,367,000 after buying an additional 13,232 shares during the period. Park Avenue Securities LLC increased its position in Avantis U.S. Small Cap Equity ETF by 10.7% during the third quarter. Park Avenue Securities LLC now owns 215,168 shares of the company’s stock valued at $12,318,000 after acquiring an additional 20,878 shares during the last quarter. Finally, Thayer Financial L.L.C. bought a new position in Avantis U.S. Small Cap Equity ETF during the fourth quarter valued at $544,000.

Avantis U.S. Small Cap Equity ETF Stock Performance

Shares of AVSC opened at $62.99 on Monday. The company’s fifty day simple moving average is $63.18 and its 200-day simple moving average is $60.25. The company has a market cap of $2.45 billion, a P/E ratio of 14.03 and a beta of 1.10. Avantis U.S. Small Cap Equity ETF has a twelve month low of $41.58 and a twelve month high of $65.93.

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.