DWM
AVUV icon

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

Dopkins 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
2026
Q2 		$4.43M Buy
35,537
+351
+1% +$41.9K 1.61% 16
2026
Q1 		$3.89M Sell
35,186
-2,855
-8% -$314K 1.56% 16
2025
Q4 		$3.88M Sell
38,041
-335
-0.9% -$33.5K 1.58% 15
2025
Q3 		$3.82M Buy
38,376
+181
+0.5% +$17.5K 1.61% 15
2025
Q2 		$3.48M Buy
38,195
+7,645
+25% +$659K 1.56% 15
2025
Q1 		$2.66M Sell
30,550
-146
-0.5% -$13.7K 1.35% 16
2024
Q4 		$2.96M Buy
30,696
+22,719
+285% +$2.26M 1.51% 15
2024
Q3 		$765K Sell
7,977
-13,362
-63% -$1.25M 0.62% 23
2024
Q2 		$1.91M Buy
21,339
+4,197
+24% +$380K 1.16% 15
2024
Q1 		$1.61M Buy
17,142
+5,036
+42% +$446K 0.97% 17
2023
Q4 		$1.09M Buy
12,106
+3,276
+37% +$262K 0.85% 18
2023
Q3 		$688K Buy
8,830
+1,776
+25% +$143K 0.52% 23
2023
Q2 		$547K Buy
7,054
+1,345
+24% +$98.9K 0.49% 21
2023
Q1 		$423K Buy
5,709
+2,989
+110% +$234K 0.4% 26
2022
Q4 		$203K Buy
+2,720
New +$205K 0.18% 40

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return