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My Personal CFO LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-6,173
Closed -$614K – 97
2025
Q3 		$614K Buy
+6,173
New +$597K 0.24% 55
2024
Q3 		– Sell
-7,178
Closed -$644K – 92
2024
Q2 		$644K Buy
7,178
+3,913
+120% +$354K 0.34% 54
2024
Q1 		$306K Buy
+3,265
New +$289K 0.18% 79

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Personal CFO LLC's AVUV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 6,173 shares — an estimated $614K sold.

My Personal CFO LLC first reported a position in AVUV in Q1 2024 and held it in 3 quarters. The position peaked at $644K in Q2 2024. 984 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 6,173 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $614K.
  • My Personal CFO LLC first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • My Personal CFO LLC's Avantis US Small Cap Value ETF position peaked at $644K in Q2 2024.
  • 984 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.