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Cardinal Point Wealth Management Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cardinal Point Wealth Management Partners’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 		$792K Buy
10,697
+1,432
+15% +$112K 0.24% 39
2022
Q4 		$690K Sell
9,265
-2,930
-24% -$220K 0.24% 36
2022
Q3 		$848K Buy
12,195
+145
+1% +$10.6K 0.4% 21
2022
Q2 		$824K Hold
12,050
– – 0.4% 25
2022
Q1 		$962K Buy
12,050
+5,825
+94% +$461K 0.43% 22
2021
Q4 		$496K Buy
+6,225
New +$496K 0.22% 29

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

Cardinal Point Wealth Management Partners's AVUV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q1 2023, buying an estimated $112K and bringing the position to 10,697 shares worth $792K. The position accounts for 0.24% of the portfolio, ranked #39.

Cardinal Point Wealth Management Partners first reported a position in AVUV in Q4 2021 and has held it in 6 quarters since. The position peaked at $962K in Q1 2022. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 10,697 shares of Avantis US Small Cap Value ETF worth $792K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 1,432 Avantis US Small Cap Value ETF shares in Q1 2023, an estimated $112K.
  • Avantis US Small Cap Value ETF made up 0.24% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #39 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
  • Cardinal Point Wealth Management Partners's Avantis US Small Cap Value ETF position peaked at $962K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.