Resource Planning Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Resource Planning Group’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	$746K	Buy	+14,610	New	+$662K	0.47%	40

Other funds holding AVSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Resource Planning Group's AVSC Position: Q4 2023 in Review

Resource Planning Group opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q4 2023: 14,610 shares worth $746K. The stake represents 0.47% of the portfolio and ranks #40 among its holdings.

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

Resource Planning Group held 14,610 shares of Avantis US Small Cap Equity ETF worth $746K as of Q4 2023.
Avantis US Small Cap Equity ETF was a new Resource Planning Group position in Q4 2023.
Avantis US Small Cap Equity ETF made up 0.47% of Resource Planning Group's portfolio in Q4 2023, its #40 holding.
81 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.