WR Wealth Planners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.51M	Buy	67,423 +2,815	+4%	+$280K	2.09%	11
2024 Q3	$6.2M	Buy	64,608 +12,788	+25%	+$1.2M	1.72%	13
2024 Q2	$4.65M	Sell	51,820 -3,095	-6%	-$280K	1.42%	15
2024 Q1	$5.15M	Buy	54,915 +46,731	+571%	+$4.13M	1.6%	14
2023 Q4	$735K	Sell	8,184 -230	-3%	-$18.4K	0.27%	63
2023 Q3	$656K	Sell	8,414 -1,125	-12%	-$90.4K	0.25%	64
2023 Q2	$740K	Buy	9,539 +63	+0.7%	+$4.63K	0.29%	61
2023 Q1	$702K	Buy	9,476 +419	+5%	+$32.8K	0.3%	57
2022 Q4	$675K	Buy	+9,057	New	+$681K	0.42%	45
2022 Q3	–	Sell	-60	Closed	-$4.1K	–	526
2022 Q2	$4.1K	Sell	60 -56	-48%	-$4.24K	﹤0.01%	359
2022 Q1	$9.26K	Buy	+116	New	+$9.19K	0.01%	307

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's AVUV Position: Q4 2024 in Review

WR Wealth Planners increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.4% in Q4 2024, buying an estimated $280K and bringing the position to 67,423 shares worth $6.51M. The position accounts for 2.09% of the portfolio, ranked #11.

WR Wealth Planners first reported a position in AVUV in Q1 2022 and has held it in 11 quarters since. 803 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

WR Wealth Planners held 67,423 shares of Avantis US Small Cap Value ETF worth $6.51M as of Q4 2024.
WR Wealth Planners bought 2,815 Avantis US Small Cap Value ETF shares in Q4 2024, an estimated $280K.
Avantis US Small Cap Value ETF made up 2.09% of WR Wealth Planners's portfolio in Q4 2024, its #11 holding.
WR Wealth Planners first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 11 quarters since.
803 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.