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Grimes & Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Grimes & Company’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
Q3 		– Sell
-4,866
Closed -$443K – 453
2025
Q2 		$443K Buy
4,866
+23
+0.5% +$1.98K 0.01% 282
2025
Q1 		$422K Buy
4,843
+18
+0.4% +$1.69K 0.01% 252
2024
Q4 		$466K Buy
+4,825
New +$479K 0.01% 256

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Grimes & Company's AVUV Position: Q3 2025 in Review

Grimes & Company sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2025, closing a stake of 4,866 shares — an estimated $443K sold.

Grimes & Company first reported a position in AVUV in Q4 2024 and held it in 3 quarters. The position peaked at $466K in Q4 2024. 883 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Grimes & Company reported no remaining Avantis US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Grimes & Company sold 4,866 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $443K.
  • Grimes & Company first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Grimes & Company's Avantis US Small Cap Value ETF position peaked at $466K in Q4 2024.
  • 883 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.