Core Wealth Advisors (Florida)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Core Wealth Advisors (Florida)’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
2025 Q1	–	Sell	-80,257	Closed	-$7.75M	–	70
2024 Q4	$7.75M	Buy	80,257 +1,266	+2%	+$126K	2.55%	10
2024 Q3	$7.58M	Buy	78,991 +4,199	+6%	+$392K	2.43%	10
2024 Q2	$6.71M	Buy	74,792 +8,606	+13%	+$779K	2.3%	11
2024 Q1	$6.2M	Buy	+66,186	New	+$5.86M	2.11%	11

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AVUV Position: Q1 2025 in Review

Core Wealth Advisors (Florida) sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2025, closing a stake of 80,257 shares — an estimated $7.75M sold.

Core Wealth Advisors (Florida) first reported a position in AVUV in Q1 2024 and held it in 4 quarters. The position peaked at $7.75M in Q4 2024. 816 funds tracked by Wall St. Rank hold AVUV as of Q1 2025.

Core Wealth Advisors (Florida) reported no remaining Avantis US Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 80,257 Avantis US Small Cap Value ETF shares in Q1 2025, an estimated $7.75M.
Core Wealth Advisors (Florida) first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Avantis US Small Cap Value ETF position peaked at $7.75M in Q4 2024.
816 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2025, filed 15 May 2025.