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

Morton Brown Family Wealth LLC raised its holdings in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 3.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 232,530 shares of the company’s stock after purchasing an additional 7,081 shares during the quarter. Avantis U.S. Small Cap Value ETF makes up approximately 6.8% of Morton Brown Family Wealth LLC’s portfolio, making the stock its 4th largest holding. Morton Brown Family Wealth LLC owned 0.11% of Avantis U.S. Small Cap Value ETF worth $25,688,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Baldwin Investment Management LLC increased its stake in shares of Avantis U.S. Small Cap Value ETF by 4.8% in the fourth quarter. Baldwin Investment Management LLC now owns 2,750 shares of the company’s stock worth $280,000 after purchasing an additional 125 shares in the last quarter. CGC Financial Services LLC boosted its holdings in Avantis U.S. Small Cap Value ETF by 0.8% in the 4th quarter. CGC Financial Services LLC now owns 16,678 shares of the company’s stock worth $1,701,000 after buying an additional 132 shares during the period. Transcendent Capital Group LLC boosted its holdings in Avantis U.S. Small Cap Value ETF by 1.0% in the 4th quarter. Transcendent Capital Group LLC now owns 13,968 shares of the company’s stock worth $1,424,000 after buying an additional 135 shares during the period. IFP Advisors Inc boosted its holdings in Avantis U.S. Small Cap Value ETF by 1.9% in the 3rd quarter. IFP Advisors Inc now owns 7,980 shares of the company’s stock worth $794,000 after buying an additional 149 shares during the period. Finally, First PREMIER Bank grew its stake in Avantis U.S. Small Cap Value ETF by 9.2% in the 4th quarter. First PREMIER Bank now owns 2,305 shares of the company’s stock valued at $235,000 after buying an additional 194 shares in the last quarter.

Avantis U.S. Small Cap Value ETF Price Performance

Shares of AVUV stock opened at $124.16 on Friday. The company’s fifty day simple moving average is $120.03 and its two-hundred day simple moving average is $113.01. Avantis U.S. Small Cap Value ETF has a 1 year low of $89.27 and a 1 year high of $125.20. The stock has a market capitalization of $27.24 billion, a price-to-earnings ratio of 11.26 and a beta of 1.00.

Avantis U.S. Small Cap Value ETF 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.