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AVSCAVSC
8 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AVANTIS US SMALL CAP EQUITY

AE Wealth Management LLC holds 563,885 shares of AVSC (AVANTIS US SMALL CAP EQUITY), worth $41.4M as of 2026-Q2. The position was decreased (-11.5% shares). AVSC represents 0.2% of AE Wealth Management LLC's portfolio.

Current Value

$41.4M

Current Shares

563,885

Total Value Change

+$25.3M

Total Shares Change

+266,819

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
563,885
-11.5%
$41.4M0.2%$73.34
0
2026-Q1
Increased
636,918
+5.1%
$39.7M0.2%$64.04
37
2025-Q4
Increased
606,160
+9.5%
$35.6M0.2%$59.20
38
2025-Q3
Increased
553,727
+18.8%
$31.7M0.2%$57.07
41
2025-Q2
Increased
466,122
+24.2%
$24M0.2%$51.44
42
2025-Q1
Increased
375,384
+18.1%
$18.2M0.2%$48.07
40
2024-Q4
Increased
317,709
+7.0%
$17.3M0.1%$53.53
36
2024-Q3
New
297,066
-
$16M0.1%$52.97
47

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

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