Mosaic Family Wealth Partners LLC Has $1.69 Million Stock Position in Avantis U.S. Small Cap Value ETF $AVUV

Mosaic Family Wealth Partners LLC boosted its holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 226.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,334 shares of the company’s stock after buying an additional 10,637 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $1,694,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Ameriprise Financial Inc. grew its stake in shares of Avantis U.S. Small Cap Value ETF by 6.0% in the third quarter. Ameriprise Financial Inc. now owns 1,920,854 shares of the company’s stock worth $191,190,000 after acquiring an additional 109,161 shares during the last quarter. Evensky & Katz LLC raised its stake in Avantis U.S. Small Cap Value ETF by 1.1% during the 4th quarter. Evensky & Katz LLC now owns 1,224,966 shares of the company’s stock valued at $124,922,000 after purchasing an additional 13,251 shares during the last quarter. JPMorgan Chase & Co. raised its stake in Avantis U.S. Small Cap Value ETF by 86.2% during the 4th quarter. JPMorgan Chase & Co. now owns 848,616 shares of the company’s stock valued at $86,542,000 after purchasing an additional 392,866 shares during the last quarter. Farther Finance Advisors LLC raised its stake in Avantis U.S. Small Cap Value ETF by 33.4% during the 4th quarter. Farther Finance Advisors LLC now owns 444,918 shares of the company’s stock valued at $45,373,000 after purchasing an additional 111,342 shares during the last quarter. Finally, Orrstown Financial Services Inc. boosted its holdings in Avantis U.S. Small Cap Value ETF by 0.7% in the 4th quarter. Orrstown Financial Services Inc. now owns 340,686 shares of the company’s stock valued at $34,743,000 after purchasing an additional 2,349 shares during the period.

Avantis U.S. Small Cap Value ETF Price Performance

NYSEARCA AVUV opened at $123.22 on Friday. The firm has a market capitalization of $28.85 billion, a price-to-earnings ratio of 11.26 and a beta of 0.99. The company’s fifty day moving average is $121.21 and its two-hundred day moving average is $114.39. Avantis U.S. Small Cap Value ETF has a 52-week low of $89.27 and a 52-week high of $125.69.

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.