DOPKINS WEALTH MANAGEMENT, LLC AVUV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 38,195.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $3.48 Mil. This investment constitutes 1.56% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 9 purchases of AVUV, at an average price of $90.58, for a total of 51,703.00 shares. In addition, there have been 2 sales at an average price of $93.48 for 13,508.00 shares. Based on historical transaction data and AVUV's current price of $96.32, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his AVUV holdings is $258,114.12, reflecting a 5.51% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC AVUV ($96.32) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC AVUV ($96.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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