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Stillwater Investment Management (Minnesota)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$237K Hold
3,205
– – 0.06% 77
2022
Q4 		$239K Hold
3,205
– – 0.07% 77
2022
Q3 		$212K Hold
3,205
– – 0.07% 78
2022
Q2 		$219K Hold
3,205
– – 0.06% 78
2022
Q1 		$256K Buy
+3,205
New +$254K 0.06% 82

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.66T AUM 25.57% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s AVUV Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2023 at 3,205 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #77.

Stillwater Investment Management (Minnesota) first reported a position in AVUV in Q1 2022 and has held it in 5 quarters since. The position peaked at $256K in Q1 2022. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 3,205 shares of Avantis US Small Cap Value ETF worth $237K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) left its Avantis US Small Cap Value ETF share count unchanged in Q1 2023.
  • Avantis US Small Cap Value ETF made up 0.06% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #77 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
  • Stillwater Investment Management (Minnesota)'s Avantis US Small Cap Value ETF position peaked at $256K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.