Avantis All Equity Markets ETF 9·Financial Services
This strategy is designed to provide exposure to a broadly diversified set of companies, sectors and countries while emphasizing securities with higher expected returns.* The strategy pursues its objective through investing in a series of other Avantis exchange-traded funds (ETFs).It pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures) but with the ability to add value by making investment decisions using information in current prices.Efficient portfolio management and trading process that are designed to enhance returns while seeking to reduce unnecessary risks and transaction costs.This strategy is built to provide an investor with an effective total-market equity allocation.
Financial Services
Asset Management
2022-09-29
1.03
Market Peers







Avantis All Equity Markets ETF is an actively managed global equity fund launched in 2022, targeting broad exposure via a fund-of-funds approach. AVGE has underperformed passive benchmarks like ACWI and VT, with little sector or geographic differentiation despite a slightly higher U.S. allocation and emerging markets tilt. With a 0.25% expense ratio and modest liquidity, AVGE's active management has not delivered outperformance, especially during recent market volatility.

BIP Wealth LLC lifted its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 32.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 93,322 shares of the company's stock after acquiring an additional 22,860 shares during