Schwarz Dygos Wheeler Investment Advisors LLC decreased its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,625 shares of the company’s stock after selling 1,816 shares during the period. Avantis U.S. Equity ETF comprises approximately 1.2% of Schwarz Dygos Wheeler Investment Advisors LLC’s portfolio, making the stock its 18th largest position. Schwarz Dygos Wheeler Investment Advisors LLC owned 0.07% of Avantis U.S. Equity ETF worth $5,004,000 as of its most recent SEC filing.
Several other institutional investors have also modified their holdings of AVUS. Index Fund Advisors Inc. grew its stake in Avantis U.S. Equity ETF by 4.1% during the 4th quarter. Index Fund Advisors Inc. now owns 2,989 shares of the company’s stock worth $290,000 after purchasing an additional 118 shares in the last quarter. SageView Advisory Group LLC boosted its stake in shares of Avantis U.S. Equity ETF by 0.5% in the 3rd quarter. SageView Advisory Group LLC now owns 28,933 shares of the company’s stock valued at $2,753,000 after buying an additional 133 shares during the period. Smartleaf Asset Management LLC grew its position in shares of Avantis U.S. Equity ETF by 6.3% during the fourth quarter. Smartleaf Asset Management LLC now owns 2,324 shares of the company’s stock worth $226,000 after buying an additional 138 shares in the last quarter. Valued Wealth Advisors LLC increased its stake in shares of Avantis U.S. Equity ETF by 1.1% during the fourth quarter. Valued Wealth Advisors LLC now owns 14,522 shares of the company’s stock worth $1,408,000 after buying an additional 163 shares during the period. Finally, Wealth Management Partners LLC raised its holdings in Avantis U.S. Equity ETF by 1.1% in the fourth quarter. Wealth Management Partners LLC now owns 15,468 shares of the company’s stock valued at $1,499,000 after acquiring an additional 166 shares in the last quarter.
Avantis U.S. Equity ETF Stock Up 0.5 %
Shares of Avantis U.S. Equity ETF stock opened at $94.83 on Monday. Avantis U.S. Equity ETF has a 52-week low of $84.26 and a 52-week high of $102.23. The company has a 50 day moving average of $98.94 and a 200 day moving average of $97.47. The company has a market capitalization of $7.75 billion, a P/E ratio of 21.19 and a beta of 1.06.
About Avantis U.S. Equity ETF
The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.
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