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Oakwood Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Oakwood Capital Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$7.64M Buy
102,970
+835
+0.8% +$60.8K 1.97% 18
2021
Q1 		$7.08M Sell
102,135
-950
-0.9% -$63.6K 2.09% 18
2020
Q4 		$6.49M Buy
+103,085
New +$6.06M 1.98% 19

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Oakwood Capital Management's AVUS Position: Q2 2021 in Review

Oakwood Capital Management increased its Avantis US Equity ETF (AVUS) stake by 0.82% in Q2 2021, buying an estimated $60.8K and bringing the position to 102,970 shares worth $7.64M. The position accounts for 1.97% of the portfolio, ranked #18.

Oakwood Capital Management first reported a position in AVUS in Q4 2020 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold AVUS as of Q2 2021.

  • Oakwood Capital Management held 102,970 shares of Avantis US Equity ETF worth $7.64M as of Q2 2021.
  • Oakwood Capital Management bought 835 Avantis US Equity ETF shares in Q2 2021, an estimated $60.8K.
  • Avantis US Equity ETF made up 1.97% of Oakwood Capital Management's portfolio in Q2 2021, its #18 holding.
  • Oakwood Capital Management first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.