Avantis (corrected)

[Deleted]

I've mentioned their ETFs in the past, founded by ex-DFA execs using similar small and value tilts and trading techniques.
Morningstar has also recently acknowledged them:
www.morningstar.com/articles/1097270/3-of-the-best-value-stock-etfs

I'm looking at adding AVUV in my Roth sometime in the future.

[fritzo489]

@django, thank you for the link.

[mrc]

I have invested in their following ETFs

US Small Value (this replaced V'rd S&P600 value ETF) - I never succeeded in picking up good active SC fund
US large cap value (replaced VEIPX with this)
International Large Cap Value (replaced VTRIX with this)
EM Value (Diversified EM value funds are a rarity. Went for it when it came out recently)

This is part of an experiment in one account to test passive investing and see if it can outperform my remaining portfolio in others accounts with primarily active funds. I know DFA and Avantis funds/etfs are not truly passive, but they follow most of the passive investing rules.

@django, BTW, you have a typo. It is Avantis.

[Deleted]

Jun 8, 2022 1:24:51 GMT mrc said:

I have invested in their following ETFs

US Small Value (this replaced V'rd S&P600 value ETF) - I never succeeded in picking up good active SC fund
US large cap value (replaced VEIPX with this)
International Large Cap Value (replaced VTRIX with this)
EM Value (Diversified EM value funds are a rarity. Went for it when it came out recently)

This is part of an experiment in one account to test passive investing and see if it can outperform my remaining portfolio in others accounts with primarily active funds. I know DFA and Avantis funds/etfs are not truly passive, but they follow most of the passive investing rules.

@django, BTW, you have a typo. It is Avantis.

I'd be interested in how your experiment is going, if you ever feel like sharing.

[Deleted]

AVGE has started trading. It is an global ETF of other Avantis ETFs. It should be eligible for the Foreign Tax Credit, if that's important to you. ER is 0.23%

If you are looking for a VT type holding with DFA type small and value tilts without hiring an advisor, check it out.



Edited to add: Morningstar has portfolio data for AVGE.