TF
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TimeScale Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

TimeScale Financial’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 		$3.96K Buy
51
+43
+538% +$3.16K ﹤0.01% 463
2023
Q1 		$592 Buy
+8
New +$627 ﹤0.01% 560

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
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 $1.32B AUM 20.39% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TimeScale Financial's AVUV Position: Q2 2023 in Review

TimeScale Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 538% in Q2 2023, buying an estimated $3.16K and bringing the position to 51 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

TimeScale Financial first reported a position in AVUV in Q1 2023 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

  • TimeScale Financial held 51 shares of Avantis US Small Cap Value ETF worth $3.96K as of Q2 2023.
  • TimeScale Financial bought 43 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $3.16K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #463 holding.
  • TimeScale Financial first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.