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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in AVANTIS US SMALL CAP EQUITY

Corient Private Wealth LP holds 178,760 shares of AVSC (AVANTIS US SMALL CAP EQUITY), worth $13.1M as of 2026-Q2. The position was decreased (-21.4% shares). AVSC represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$13.1M

Current Shares

178,760

Total Value Change

+$932,212

Total Shares Change

-46,675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
178,760
-21.4%
$13.1M0.0%$73.34
0
2026-Q1
Decreased
227,303
-46.4%
$16.7M0.0%$64.04
0
2025-Q4
Increased
424,176
+108.5%
$29.7M0.0%$59.20
46
2025-Q3
Increased
203,397
+2.9%
$13.9M0.0%$57.07
29
2025-Q2
Decreased
197,605
-18.7%
$12.3M0.0%$51.44
0
2025-Q1
Decreased
242,946
-0.2%
$11.8M0.0%$48.07
0
2024-Q4
Increased
243,385
+8.0%
$13.2M0.0%$53.53
30
2024-Q3
Increased
225,435
+17.2%
$12.2M0.0%$52.97
32

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

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