DWM
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DKM Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

DKM Wealth Management’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
-13,543
Closed -$1.31M – 52
2024
Q4 		$1.31M Buy
+13,543
New +$1.35M 1.24% 15

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DKM Wealth Management's AVUV Position: Q1 2025 in Review

DKM Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2025, closing a stake of 13,543 shares — an estimated $1.31M sold.

DKM Wealth Management first reported a position in AVUV in Q4 2024 and held it in 1 quarter. The position peaked at $1.31M in Q4 2024. 814 funds tracked by Wall St. Rank hold AVUV as of Q1 2025.

  • DKM Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • DKM Wealth Management sold 13,543 Avantis US Small Cap Value ETF shares in Q1 2025, an estimated $1.31M.
  • DKM Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • DKM Wealth Management's Avantis US Small Cap Value ETF position peaked at $1.31M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2025.

Based on DKM Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.