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AVSCAVSC
6 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in AVANTIS US SMALL CAP EQUITY

HB Wealth Management, LLC holds 34,291 shares of AVSC (AVANTIS US SMALL CAP EQUITY), worth $2.5M as of 2026-Q2. The position was increased (+22.8% shares). AVSC represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$2.5M

Current Shares

34,291

Total Value Change

+$1.4M

Total Shares Change

+11,299

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
34,291
+22.8%
$2.5M0.0%$73.34
32
2026-Q1
Increased
27,927
+0.7%
$1.7M0.0%$64.04
26
2025-Q4
Decreased
27,732
-6.1%
$1.6M0.0%$59.20
0
2025-Q3
Increased
29,533
+1.7%
$1.7M0.0%$57.07
26
2025-Q2
Increased
29,050
+26.4%
$1.5M0.0%$51.44
32
2025-Q1
New
22,992
-
$1.1M0.0%$48.07
35

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

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