Beaird Harris Wealth Management LLC Has $7.22 Million Stock Holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Beaird Harris Wealth Management LLC decreased its holdings in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 0.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 141,367 shares of the company’s stock after selling 436 shares during the period. Avantis U.S. Small Cap Equity ETF makes up about 0.8% of Beaird Harris Wealth Management LLC’s portfolio, making the stock its 25th biggest position. Beaird Harris Wealth Management LLC owned about 1.52% of Avantis U.S. Small Cap Equity ETF worth $7,218,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AVSC. Envestnet Asset Management Inc. raised its stake in Avantis U.S. Small Cap Equity ETF by 6.7% during the fourth quarter. Envestnet Asset Management Inc. now owns 6,864,106 shares of the company’s stock worth $350,481,000 after acquiring an additional 429,421 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in Avantis U.S. Small Cap Equity ETF by 69.2% in the third quarter. Mercer Global Advisors Inc. ADV now owns 6,255,823 shares of the company’s stock valued at $276,945,000 after buying an additional 2,559,207 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC grew its stake in shares of Avantis U.S. Small Cap Equity ETF by 3.8% during the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 442,179 shares of the company’s stock worth $22,578,000 after buying an additional 16,094 shares during the last quarter. American Century Companies Inc. increased its holdings in shares of Avantis U.S. Small Cap Equity ETF by 24.7% during the third quarter. American Century Companies Inc. now owns 253,981 shares of the company’s stock worth $11,244,000 after buying an additional 50,355 shares in the last quarter. Finally, FAS Wealth Partners Inc. lifted its stake in shares of Avantis U.S. Small Cap Equity ETF by 2.6% in the 4th quarter. FAS Wealth Partners Inc. now owns 222,572 shares of the company’s stock valued at $11,365,000 after acquiring an additional 5,613 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Price Performance

Shares of NYSEARCA AVSC traded down $0.87 during mid-day trading on Friday, hitting $49.21. 100,973 shares of the stock traded hands, compared to its average volume of 93,299. Avantis U.S. Small Cap Equity ETF has a twelve month low of $40.99 and a twelve month high of $52.67. The firm has a 50 day simple moving average of $50.39 and a two-hundred day simple moving average of $50.04. The company has a market cap of $981.74 million, a PE ratio of 10.76 and a beta of 1.18.

Avantis U.S. Small Cap Equity ETF 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.