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Barber Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Barber Financial Group’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$13.3M Buy
178,944
+11,556
+7% +$905K 2.34% 9
2022
Q4 		$12.5M Buy
167,388
+12,822
+8% +$964K 3.45% 4
2022
Q3 		$10.2M Buy
154,566
+150,417
+3,625% +$11M 2.97% 5
2022
Q2 		$284K Buy
+4,149
New +$314K 0.05% 113

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barber Financial Group's AVUV Position: Q1 2023 in Review

Barber Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.9% in Q1 2023, buying an estimated $905K and bringing the position to 178,944 shares worth $13.3M. The position accounts for 2.34% of the portfolio, ranked #9.

Barber Financial Group first reported a position in AVUV in Q2 2022 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Barber Financial Group held 178,944 shares of Avantis US Small Cap Value ETF worth $13.3M as of Q1 2023.
  • Barber Financial Group bought 11,556 Avantis US Small Cap Value ETF shares in Q1 2023, an estimated $905K.
  • Avantis US Small Cap Value ETF made up 2.34% of Barber Financial Group's portfolio in Q1 2023, its #9 holding.
  • Barber Financial Group first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.