DY
AVUV icon

Dowling & Yahnke’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$732K Buy
11,068
+7,045
+175% +$514K 0.03% 247
2022
Q2 		$275K Buy
+4,023
New +$305K 0.01% 319

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Dowling & Yahnke increased its Avantis US Small Cap Value ETF (AVUV) stake by 175% in Q3 2022, buying an estimated $514K and bringing the position to 11,068 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #247.

Dowling & Yahnke first reported a position in AVUV in Q2 2022 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold AVUV as of Q3 2022.

  • Dowling & Yahnke held 11,068 shares of Avantis US Small Cap Value ETF worth $732K as of Q3 2022.
  • Dowling & Yahnke bought 7,045 Avantis US Small Cap Value ETF shares in Q3 2022, an estimated $514K.
  • Avantis US Small Cap Value ETF made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #247 holding.
  • Dowling & Yahnke first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2022.

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