AVUV — Avantis U.S. Small Cap Value ETF

Ownership history in Able Wealth Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in Avantis U.S. Small Cap Value ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.94% (2024 Q3)
Avg. % of fund
0.62%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,195 -2,191 -40.7% 0.12% $318K $98.91
2025 Q2 REDUCED 5,386 -8,123 -60.1% 0.25% $491K $90.12
2025 Q1 ADDED 13,509 +803 +6.3% 0.69% $1.2M $85.82
2024 Q4 ADDED 12,706 +1,159 +10.0% 0.81% $1.2M $94.68
2024 Q3 ADDED 11,547 +64 +0.6% 0.94% $1.1M $93.71
2023 Q4 INITIATED 11,483 — — 0.94% $1.0M —
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
← Back to Able Wealth Management LLC Holdings