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Day & Ennis’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Day & Ennis’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$820K Buy
+16,058
New +$727K 0.29% 61

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Day & Ennis's AVSC Position: Q4 2023 in Review

Day & Ennis opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q4 2023: 16,058 shares worth $820K. The stake represents 0.29% of the portfolio and ranks #61 among its holdings.

81 funds tracked by Wall St. Rank hold AVSC as of Q4 2023.

  • Day & Ennis held 16,058 shares of Avantis US Small Cap Equity ETF worth $820K as of Q4 2023.
  • Avantis US Small Cap Equity ETF was a new Day & Ennis position in Q4 2023.
  • Avantis US Small Cap Equity ETF made up 0.29% of Day & Ennis's portfolio in Q4 2023, its #61 holding.
  • 81 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2023.

Based on Day & Ennis's 13F filing for Q4 2023, filed 18 Jan 2024.