SHFA
SC&H Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.1M | Buy |
675,484
+37,908
| +6% | +$3.82M | 11.63% | 2 |
|
|
2025
Q1 | $58.9M | Buy |
637,576
+20,307
| +3% | +$1.88M | 11.59% | 2 |
|
|
2024
Q4 | $59.8M | Buy |
617,269
+30,140
| +5% | +$2.92M | 12.36% | 2 |
|
|
2024
Q3 | $55.9M | Buy |
587,129
+36,209
| +7% | +$3.45M | 12.21% | 2 |
|
|
2024
Q2 | $49.7M | Buy |
550,920
+44,023
| +9% | +$3.97M | 12.18% | 2 |
|
|
2024
Q1 | $45.4M | Buy |
506,897
+34,433
| +7% | +$3.08M | 11.81% | 2 |
|
|
2023
Q4 | $38.5M | Buy |
472,464
+29,274
| +7% | +$2.39M | 11.11% | 2 |
|
|
2023
Q3 | $32.5M | Buy |
443,190
+33,445
| +8% | +$2.45M | 10.8% | 2 |
|
|
2023
Q2 | $30.8M | Buy |
409,745
+45,618
| +13% | +$3.43M | 10.18% | 2 |
|
|
2023
Q1 | $25.8M | Buy |
364,127
+73,402
| +25% | +$5.2M | 9.41% | 2 |
|
|
2022
Q4 | $19.8M | Buy |
290,725
+5,785
| +2% | +$393K | 8.19% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
284,940
+21,882
| +8% | +$1.36M | 8.88% | 2 |
|
|
2022
Q2 | $17.1M | Buy |
263,058
+97,718
| +59% | +$6.36M | 7.98% | 2 |
|
|
2022
Q1 | $12.7M | Buy |
165,340
+66,670
| +68% | +$5.14M | 6.06% | 2 |
|
|
2021
Q4 | $7.91M | Buy |
+98,670
| New | +$7.91M | 4.37% | 4 |
|