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Farmers & Merchants Investments Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-42
Closed -$3.26K – 1761
2023
Q2 		$3.26K Buy
+42
New +$3.09K ﹤0.01% 863

Other funds holding AVUV

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farmers & Merchants Investments Inc's AVUV Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2023, closing a stake of 42 shares — an estimated $3.26K sold.

Farmers & Merchants Investments Inc first reported a position in AVUV in Q2 2023 and held it in 1 quarter. The position peaked at $3.26K in Q2 2023. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining Avantis US Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 42 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $3.26K.
  • Farmers & Merchants Investments Inc first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Avantis US Small Cap Value ETF position peaked at $3.26K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.