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Position history for WAWaverly Advisors, LLC's holdings in AVANTIS US SMALL CAP VALUE

Waverly Advisors, LLC holds 1.8M shares of AVUV (AVANTIS US SMALL CAP VALUE), worth $224.8M as of 2026-Q2. The position was increased (+27.8% shares). AVUV represents 1.3% of Waverly Advisors, LLC's portfolio.

Current Value

$224.8M

Current Shares

1.8M

Total Value Change

+$140.4M

Total Shares Change

+922,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+27.8%
$224.8M1.3%$124.76
60
2026-Q1
Increased
1.4M
+7.5%
$155.8M1.2%$112.34
51
2025-Q4
Increased
1.3M
+5.5%
$133.9M1.1%$102.91
50
2025-Q3
Increased
1.2M
+5.1%
$123.8M1.2%$99.44
50
2025-Q2
Increased
1.2M
+6.7%
$107.8M1.2%$90.47
51
2025-Q1
Increased
1.1M
+14.0%
$96.7M1.2%$85.99
54
2024-Q4
Increased
973,523
+10.7%
$94M1.5%$94.56
52
2024-Q3
Increased
879,097
+7.1%
$84.3M1.6%$93.57
50

Other major holders of AVUV: Creative Planning

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