Merriman Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Merriman Wealth Management’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$21.1M	Buy	319,392 +8,921	+3%	+$597K	0.88%	20
2024 Q3	$20.3M	Buy	310,471 +10,990	+4%	+$692K	0.82%	19
2024 Q2	$18.5M	Buy	299,481 +9,916	+3%	+$598K	0.81%	18
2024 Q1	$17.8M	Buy	289,565 +6,730	+2%	+$392K	0.79%	19
2023 Q4	$15.9M	Buy	282,835 +10,772	+4%	+$556K	0.77%	21
2023 Q3	$13.5M	Buy	272,063 +215,449	+381%	+$11.1M	0.7%	22
2023 Q2	$2.92M	Buy	56,614 +10,400	+23%	+$509K	0.14%	70
2023 Q1	$2.23M	Sell	46,214 -876	-2%	-$42.1K	0.12%	63
2022 Q4	$2.15M	Buy	47,090 +28,087	+148%	+$1.29M	0.11%	70
2022 Q3	$807K	Buy	+19,003	New	+$892K	0.05%	75

Other funds holding AVSU

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Merriman Wealth Management's AVSU Position: Q4 2024 in Review

Merriman Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 2.9% in Q4 2024, buying an estimated $597K and bringing the position to 319,392 shares worth $21.1M. The position accounts for 0.88% of the portfolio, ranked #20.

Merriman Wealth Management first reported a position in AVSU in Q3 2022 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold AVSU as of Q4 2024.

Merriman Wealth Management held 319,392 shares of Avantis Responsible US Equity ETF worth $21.1M as of Q4 2024.
Merriman Wealth Management bought 8,921 Avantis Responsible US Equity ETF shares in Q4 2024, an estimated $597K.
Avantis Responsible US Equity ETF made up 0.88% of Merriman Wealth Management's portfolio in Q4 2024, its #20 holding.
Merriman Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q3 2022 and has held it in 10 quarters since.
63 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.