Morton Brown Family Wealth LLC Increases Stake in Avantis U.S. Small Cap Value ETF $AVUV

Morton Brown Family Wealth LLC raised its holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 6.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 225,449 shares of the company’s stock after acquiring an additional 13,502 shares during the quarter. Avantis U.S. Small Cap Value ETF comprises 6.3% of Morton Brown Family Wealth LLC’s portfolio, making the stock its 4th largest position. Morton Brown Family Wealth LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $22,991,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Kingswood Wealth Advisors LLC bought a new position in Avantis U.S. Small Cap Value ETF in the fourth quarter valued at approximately $603,000. Proathlete Wealth Management LLC boosted its stake in Avantis U.S. Small Cap Value ETF by 6.1% in the fourth quarter. Proathlete Wealth Management LLC now owns 111,191 shares of the company’s stock valued at $11,380,000 after acquiring an additional 6,424 shares during the last quarter. Planned Solutions Inc. boosted its stake in Avantis U.S. Small Cap Value ETF by 13.2% in the fourth quarter. Planned Solutions Inc. now owns 76,637 shares of the company’s stock valued at $7,815,000 after acquiring an additional 8,966 shares during the last quarter. First Horizon Corp boosted its stake in Avantis U.S. Small Cap Value ETF by 248.4% in the fourth quarter. First Horizon Corp now owns 31,455 shares of the company’s stock valued at $3,208,000 after acquiring an additional 22,426 shares during the last quarter. Finally, Klaas Financial Asset Advisors LLC boosted its stake in Avantis U.S. Small Cap Value ETF by 1.6% in the fourth quarter. Klaas Financial Asset Advisors LLC now owns 94,783 shares of the company’s stock valued at $9,666,000 after acquiring an additional 1,476 shares during the last quarter.

Avantis U.S. Small Cap Value ETF Stock Performance

Shares of AVUV stock opened at $118.17 on Thursday. Avantis U.S. Small Cap Value ETF has a 52-week low of $81.13 and a 52-week high of $119.32. The stock has a market cap of $25.43 billion, a PE ratio of 11.26 and a beta of 1.02. The firm’s 50 day moving average price is $112.15 and its two-hundred day moving average price is $106.20.

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.