Evensky & Katz LLC AVANTIS US MID CAP VALUE ETF Transaction History

Evensky & Katz LLC

  • $1.72 Billion
  • Q3 2025
Number of Shares
696,843
Previous 501,567 38.93%
Holding current value
$48 Million
Previous $32.8 Million 46.39%
% of portfolio
2.78%
Previous 2.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
195,276 Added 38.93%
696,843 $48 Million
Q2 2025

Jul 22, 2025
BUY
N/A
397,936 Added 383.99%
501,567 $32.8 Million
Q1 2025

May 13, 2025
BUY
N/A
99,553 Added 2441.22%
103,631 $6.37 Million
Q4 2024

Feb 13, 2025
BUY
N/A
4,078 New
4,078 $266,000
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