Ownership history in Certified Advisory Corp · 11 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 136,364 | +18,470 | +15.7% | 1.27% | $13.9M | $101.72 |
| 2025 Q3 | ADDED | 117,894 | +3,942 | +3.5% | 1.11% | $11.7M | $98.91 |
| 2025 Q2 | ADDED | 113,952 | +9,558 | +9.2% | 1.08% | $10.4M | $90.12 |
| 2025 Q1 | ADDED | 104,394 | +26,597 | +34.2% | 1.03% | $9.1M | $85.82 |
| 2024 Q4 | ADDED | 77,797 | +5,337 | +7.4% | 0.82% | $7.5M | $94.68 |
| 2024 Q3 | ADDED | 72,460 | +6,886 | +10.5% | 0.77% | $7.0M | $93.71 |
| 2024 Q2 | ADDED | 65,574 | +2,243 | +3.5% | 0.74% | $5.9M | $87.27 |
| 2024 Q1 | ADDED | 63,331 | +3,737 | +6.3% | 0.83% | $5.9M | $90.71 |
| 2023 Q4 | ADDED | 59,594 | +2,991 | +5.3% | 0.81% | $5.4M | $86.63 |
| 2023 Q3 | ADDED | 56,603 | +26,010 | +85.0% | 0.75% | $4.1M | $74.83 |
As of 2025 Q4 — sorted by position size