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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in AVANTIS US SMALL CAP VALUE

Sequoia Financial Advisors, LLC holds 1.1M shares of AVUV (AVANTIS US SMALL CAP VALUE), worth $132.7M as of 2026-Q2. The position was decreased (-2.1% shares). AVUV represents 0.7% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$132.7M

Current Shares

1.1M

Total Value Change

+$125.7M

Total Shares Change

+991,067

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-2.1%
$132.7M0.7%$124.76
0
2026-Q1
Increased
1.1M
+7.2%
$120.1M0.7%$112.34
46
2025-Q4
Increased
1M
+1.3%
$103.4M0.6%$102.91
43
2025-Q3
Increased
1M
+6.6%
$99.7M0.6%$99.44
45
2025-Q2
Increased
939,279
+7.9%
$85.6M0.6%$90.47
45
2025-Q1
Increased
870,178
+1118.5%
$75.9M0.6%$85.99
68
2024-Q4
Decreased
71,417
-1.7%
$6.9M0.1%$94.56
0
2024-Q3
Increased
72,676
+31.8%
$7M0.1%$93.57
35

Other major holders of AVUV: Creative Planning

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