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DFPG Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

DFPG Investments’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
Q4 		$579K Buy
+6,625
New +$530K 0.05% 364

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

DFPG Investments's AVUV Position: Q4 2023 in Review

DFPG Investments opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2023: 6,625 shares worth $579K. The stake represents 0.05% of the portfolio and ranks #364 among its holdings.

568 funds tracked by Wall St. Rank hold AVUV as of Q4 2023.

  • DFPG Investments held 6,625 shares of Avantis US Small Cap Value ETF worth $579K as of Q4 2023.
  • Avantis US Small Cap Value ETF was a new DFPG Investments position in Q4 2023.
  • Avantis US Small Cap Value ETF made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #364 holding.
  • 568 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.