Summary
AVLV Chart
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Avantis U.S. Large Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,433 | $599,700.95 | $773,137.44 | $173,436.49 | 28.92% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,741 | $201,710.14 | $251,294.88 | $49,584.74 | 24.58% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 105,513 | $7.06M | $9.67M | $2.61M | 36.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,409 | $184,696.85 | $220,315.09 | $35,618.24 | 19.28% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 221,519 | $15.01M | $20.3M | $5.29M | 35.28% |
Avantis U.S. Large Cap Value ETF (AVLV) FAQ
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Avantis U.S. Large Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund specializes in investments primarily focused on a diversified portfolio of U.S. companies spanning across various sectors and industries. It commits at least 80% of its assets to the equities of large-capitalization companies based in the United States. The determination of a company being considered a U.S. entity for investment purposes involves a multifaceted analysis. This analysis considers a range of factors, including the location of the company's headquarters, the primary place of its operations, the source of a majority of its revenue, the main trading market of its shares, the country of legal organization, and its alignment with the fund’s benchmark index. This rigorous methodology ensures that the fund's investments are well-aligned with its strategic focus on U.S. large-cap equities.
Products and Services
The fund offers a range of investment products and services tailored to meet the diverse needs of its investors. Below is an overview of the primary offerings:
- Large Capitalization Equity Investments
This constitutes the core of the fund's investment strategy, focusing on acquiring shares in large U.S. companies. By investing in companies with large market capitalizations, the fund aims to provide stable returns and capitalize on the growth potential of established U.S. corporations.
- Diversified U.S. Equity Portfolio
In addition to focusing on large-cap equities, the fund ensures its portfolio is well-diversified across various sectors and industry groups. This diversification strategy is designed to spread risk and enhance the potential for returns by investing in a broad spectrum of U.S. companies.
- Strategic Asset Allocation
The fund employs a strategic asset allocation approach, using a set of criteria to determine whether a company qualifies as a U.S. entity for investment. These criteria include the company's headquarters' location, primary operational base, revenue source, principal trading market, country of legal formation, and its presence in the fund’s benchmark. This strategic approach helps in making informed investment decisions aimed at maximizing returns while adhering to the fund's investment mandate.
