Schwarz Dygos Wheeler Investment Advisors LLC Purchases 2,049 Shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU)

Schwarz Dygos Wheeler Investment Advisors LLC increased its holdings in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 59.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,521 shares of the company’s stock after acquiring an additional 2,049 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in Avantis Responsible U.S. Equity ETF were worth $365,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Clarity Asset Management Inc. increased its holdings in Avantis Responsible U.S. Equity ETF by 8.5% during the third quarter. Clarity Asset Management Inc. now owns 388,873 shares of the company’s stock worth $25,393,000 after buying an additional 30,526 shares during the last quarter. Trademark Financial Management LLC grew its position in shares of Avantis Responsible U.S. Equity ETF by 58.7% during the 4th quarter. Trademark Financial Management LLC now owns 47,339 shares of the company’s stock valued at $3,130,000 after acquiring an additional 17,511 shares during the period. Wealthstream Advisors Inc. increased its stake in shares of Avantis Responsible U.S. Equity ETF by 41.5% during the 4th quarter. Wealthstream Advisors Inc. now owns 34,987 shares of the company’s stock worth $2,313,000 after purchasing an additional 10,262 shares during the last quarter. Highland Financial Advisors LLC raised its holdings in shares of Avantis Responsible U.S. Equity ETF by 4.1% in the 4th quarter. Highland Financial Advisors LLC now owns 100,039 shares of the company’s stock worth $6,615,000 after purchasing an additional 3,908 shares during the period. Finally, Werba Rubin Papier Wealth Management purchased a new position in Avantis Responsible U.S. Equity ETF in the fourth quarter valued at approximately $208,000.

Avantis Responsible U.S. Equity ETF Trading Up 0.6 %

Shares of NYSEARCA AVSU opened at $64.71 on Monday. The stock has a fifty day simple moving average of $67.34 and a two-hundred day simple moving average of $66.50. Avantis Responsible U.S. Equity ETF has a 1-year low of $57.23 and a 1-year high of $69.65. The firm has a market cap of $330.02 million, a price-to-earnings ratio of 22.03 and a beta of 1.05.

About Avantis Responsible U.S. Equity ETF

The Avantis Responsible U.S. Equity ETF (AVSU) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in US companies of all market capitalizations. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria AVSU was launched on Mar 15, 2022 and is managed by American Century Investments.