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 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 $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alpha Financial Advisors's AVUV Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1% in Q2 2026, selling an estimated $31.8K and leaving 26,212 shares worth $3.27M. The position accounts for 0.86% of the portfolio, ranked #19.

Alpha Financial Advisors first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Alpha Financial Advisors held 26,212 shares of Avantis US Small Cap Value ETF worth $3.27M as of Q2 2026.
Alpha Financial Advisors sold 267 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $31.8K.
Avantis US Small Cap Value ETF made up 0.86% of Alpha Financial Advisors's portfolio in Q2 2026, its #19 holding.
Alpha Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.