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Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in AVANTIS US SMALL CAP EQUITY

Rockefeller Capital Management L.P. holds 43,119 shares of AVSC (AVANTIS US SMALL CAP EQUITY), worth $3.2M as of 2026-Q2. The position was increased (+2.1% shares). AVSC represents 0.0% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$3.2M

Current Shares

43,119

Total Value Change

+$1.6M

Total Shares Change

+14,729

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
43,119
+2.1%
$3.2M0.0%$73.34
27
2026-Q1
Increased
42,234
+6.7%
$2.6M0.0%$64.04
28
2025-Q4
Decreased
39,579
-2.5%
$2.3M0.0%$59.20
0
2025-Q3
Decreased
40,582
-43.0%
$2.3M0.0%$57.07
0
2025-Q2
Increased
71,244
+62.9%
$3.7M0.0%$51.44
39
2025-Q1
Increased
43,739
+3.1%
$2.1M0.0%$48.07
27
2024-Q4
Increased
42,411
+49.4%
$2.3M0.0%$53.53
36
2024-Q3
Increased
28,390
+47.0%
$1.5M0.0%$52.97
35

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

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