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AVSCAVSC
12 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in AVANTIS US SMALL CAP EQUITY

LPL Financial LLC holds 526,290 shares of AVSC (AVANTIS US SMALL CAP EQUITY), worth $38.6M as of 2026-Q2. The position was increased (+12.6% shares). AVSC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$38.6M

Current Shares

526,290

Total Value Change

+$38.2M

Total Shares Change

+517,764

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
526,290
+12.6%
$38.6M0.0%$73.34
33
2026-Q1
Increased
467,437
+4.8%
$29.1M0.0%$64.04
30
2025-Q4
Decreased
445,812
-2.6%
$26.2M0.0%$59.20
0
2025-Q3
Decreased
457,572
-0.3%
$26.2M0.0%$57.07
0
2025-Q2
Increased
458,814
+8.7%
$23.7M0.0%$51.44
31
2025-Q1
Increased
422,203
+28.3%
$20.4M0.0%$48.07
36
2024-Q4
Increased
329,039
+18.1%
$17.9M0.0%$53.53
33
2024-Q3
Increased
278,520
+6.2%
$15M0.0%$52.97
30
2024-Q2
Increased
262,203
+12.0%
$13.1M0.0%$49.01
31
2024-Q1
Increased
234,088
+347.1%
$12.3M0.0%$51.22
45
2023-Q4
Increased
52,352
+514.0%
$2.7M0.0%$49.82
42
2023-Q3
New
8,526
-
$377,4430.0%$43.06
33

Other major holders of AVSC: MERCER GLOBAL ADVISORS INC /ADV

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