Buckingham Strategic Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Buckingham Strategic Wealth’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 Q2	$155M	Sell	1,729,579 -22,246	-1%	-$2.01M	1.61%	13
2024 Q1	$164M	Buy	1,751,825 +5,300	+0.3%	+$469K	1.73%	12
2023 Q4	$157M	Buy	1,746,525 +163,233	+10%	+$13.1M	1.86%	11
2023 Q3	$123M	Buy	1,583,292 +41,579	+3%	+$3.34M	1.75%	12
2023 Q2	$120M	Buy	1,541,713 +1,149,949	+294%	+$84.5M	1.7%	13
2023 Q1	$29.2M	Hold	391,764	–	–	0.53%	26
2022 Q4	$29.2M	Buy	391,764 +82,194	+27%	+$6.18M	0.53%	26
2022 Q3	$20.5M	Buy	309,570 +48,269	+18%	+$3.52M	0.42%	36
2022 Q2	$17.9M	Buy	261,301 +87,160	+50%	+$6.6M	0.35%	37
2022 Q1	$13.9M	Buy	174,141 +27,649	+19%	+$2.19M	0.27%	44
2021 Q4	$11.7M	Buy	146,492 +20,001	+16%	+$1.59M	0.23%	55
2021 Q3	$9.56M	Buy	126,491 +9,102	+8%	+$674K	0.2%	57
2021 Q2	$8.92M	Buy	117,389 +13,849	+13%	+$1.05M	0.22%	58
2021 Q1	$7.48M	Buy	103,540 +8,844	+9%	+$593K	0.37%	58
2020 Q4	$5.38M	Buy	94,696 +5,653	+6%	+$289K	0.28%	81
2020 Q3	$3.81M	Sell	89,043 -24,635	-22%	-$1.06M	0.29%	74
2020 Q2	$4.61M	Buy	113,678 +51,529	+83%	+$1.91M	0.44%	50
2020 Q1	$1.94M	Buy	+62,149	New	+$2.81M	0.19%	95

Other funds holding AVUV

Creative Planning

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

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

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

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

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

Bank of America

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return