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

LPL Financial LLC holds 7.9M shares of AVUV (AVANTIS US SMALL CAP VALUE), worth $981.2M as of 2026-Q2. The position was increased (+20.5% shares). AVUV represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$981.2M

Current Shares

7.9M

Total Value Change

+$610.5M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.9M
+20.5%
$981.2M0.2%$124.76
45
2026-Q1
Increased
6.5M
+19.2%
$721.1M0.2%$112.34
45
2025-Q4
Increased
5.5M
+7.2%
$558.4M0.2%$102.91
40
2025-Q3
Increased
5.1M
+4.6%
$508.6M0.1%$99.44
39
2025-Q2
Increased
4.9M
+11.3%
$444.9M0.1%$90.47
42
2025-Q1
Increased
4.4M
+5.8%
$382.4M0.1%$85.99
39
2024-Q4
Increased
4.1M
+7.3%
$400M0.2%$94.56
40
2024-Q3
Increased
3.9M
+13.7%
$370.7M0.2%$93.57
42

Other major holders of AVUV: Creative Planning

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