Alpha Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Alpha Financial Advisors’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
2026 Q3	$3.07M	Sell	26,110 -102	-0.4%	-$12.7K	0.81%	18
2026 Q2	$3.27M	Sell	26,212 -267	-1%	-$31.8K	0.86%	19
2026 Q1	$2.93M	Buy	26,479 +189	+0.7%	+$20.8K	0.9%	17
2025 Q4	$2.68M	Hold	26,290	–	–	0.82%	17
2025 Q3	$2.62M	Buy	26,290 +670	+3%	+$64.8K	0.92%	16
2025 Q2	$2.33M	Buy	+25,620	New	+$2.21M	0.9%	16

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Alpha Financial Advisors's AVUV Position: Q3 2026 in Review

Alpha Financial Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.39% in Q3 2026, selling an estimated $12.7K and leaving 26,110 shares worth $3.07M. The position accounts for 0.81% of the portfolio, ranked #18.

Alpha Financial Advisors first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.27M in Q2 2026. 1,005 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Alpha Financial Advisors held 26,110 shares of Avantis US Small Cap Value ETF worth $3.07M as of Q3 2026.
Alpha Financial Advisors sold 102 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $12.7K.
Avantis US Small Cap Value ETF made up 0.81% of Alpha Financial Advisors's portfolio in Q3 2026, its #18 holding.
Alpha Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Alpha Financial Advisors's Avantis US Small Cap Value ETF position peaked at $3.27M in Q2 2026.
1,005 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Alpha Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.