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

Litman Gregory 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
2023
Q2 		– Sell
-608,876
Closed -$45.2M – 84
2023
Q1 		$45.2M Buy
+608,876
New +$47.7M 16.82% 3

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's AVUV Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2023, closing a stake of 608,876 shares — an estimated $45.2M sold.

Litman Gregory Wealth Management first reported a position in AVUV in Q1 2023 and held it in 1 quarter. The position peaked at $45.2M in Q1 2023. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 608,876 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $45.2M.
  • Litman Gregory Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Avantis US Small Cap Value ETF position peaked at $45.2M in Q1 2023.
  • 420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.