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Dowling & Yahnke’s Avantis US Equity ETF AVUS Stock Holding History

Dowling & Yahnke’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$564K Buy
+9,047
New +$621K 0.03% 265

Other funds holding AVUS

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Dowling & Yahnke's AVUS Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in Avantis US Equity ETF (AVUS) in Q3 2022: 9,047 shares worth $564K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings.

168 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • Dowling & Yahnke held 9,047 shares of Avantis US Equity ETF worth $564K as of Q3 2022.
  • Avantis US Equity ETF was a new Dowling & Yahnke position in Q3 2022.
  • Avantis US Equity ETF made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #265 holding.
  • 168 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.