Litman Gregory Wealth Management
AVUV icon

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 $179B AUM 16.96% 1-Year Est. Return
Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.65% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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. 421 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.
  • 421 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.