Bridge Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bridge Advisory’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
2024 Q3	$1.93M	Buy	20,159 +2,448	+14%	+$229K	0.92%	34
2024 Q2	$1.59M	Buy	17,711 +13,970	+373%	+$1.27M	0.78%	39
2024 Q1	$351K	Sell	3,741 -1,214	-25%	-$107K	0.17%	79
2023 Q4	$445K	Sell	4,955 -16,197	-77%	-$1.3M	0.22%	76
2023 Q3	$1.65M	Buy	21,152 +636	+3%	+$51.1K	0.58%	49
2023 Q2	$1.59M	Buy	20,516 +1,498	+8%	+$110K	0.58%	44
2023 Q1	$1.41M	Sell	19,018 -325	-2%	-$25.5K	0.54%	44
2022 Q4	$1.44M	Buy	19,343 +1,314	+7%	+$98.8K	0.6%	41
2022 Q3	$1.19M	Buy	+18,029	New	+$1.31M	0.58%	41

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridge Advisory's AVUV Position: Q3 2024 in Review

Bridge Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q3 2024, buying an estimated $229K and bringing the position to 20,159 shares worth $1.93M. The position accounts for 0.92% of the portfolio, ranked #34.

Bridge Advisory first reported a position in AVUV in Q3 2022 and has held it in 9 quarters since. 707 funds tracked by Wall St. Rank hold AVUV as of Q3 2024.

Bridge Advisory held 20,159 shares of Avantis US Small Cap Value ETF worth $1.93M as of Q3 2024.
Bridge Advisory bought 2,448 Avantis US Small Cap Value ETF shares in Q3 2024, an estimated $229K.
Avantis US Small Cap Value ETF made up 0.92% of Bridge Advisory's portfolio in Q3 2024, its #34 holding.
Bridge Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 9 quarters since.
707 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.