CFA
AVUV icon

Carroll Financial Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$355K Buy
+4,450
New +$354K 0.02% 288

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WFA
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UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
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PPW
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Carroll Financial Associates's AVUV Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2021: 4,450 shares worth $355K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings.

195 funds tracked by Wall St. Rank hold AVUV as of Q4 2021.

  • Carroll Financial Associates held 4,450 shares of Avantis US Small Cap Value ETF worth $355K as of Q4 2021.
  • Avantis US Small Cap Value ETF was a new Carroll Financial Associates position in Q4 2021.
  • Avantis US Small Cap Value ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #288 holding.
  • 195 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.