Ameritas Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ameritas Advisory Services’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	$18.9M	Buy	151,541 +93,680	+162%	+$11.2M	0.38%	62
2026 Q1	$6.39M	Buy	57,861 +355	+0.6%	+$39.1K	0.25%	94
2025 Q4	$5.86M	Sell	57,506 -18,745	-25%	-$1.88M	0.22%	102
2025 Q3	$7.59M	Buy	76,251 +271	+0.4%	+$26.2K	0.5%	46
2025 Q2	$6.92M	Sell	75,980 -17,369	-19%	-$1.5M	0.36%	46
2025 Q1	$8.71M	Buy	93,349 +6,337	+7%	+$595K	0.35%	53
2024 Q4	$8.4M	Buy	87,012 +8,052	+10%	+$800K	0.29%	66
2024 Q3	$7.58M	Buy	78,960 +3,202	+4%	+$299K	0.33%	61
2024 Q2	$6.8M	Buy	75,758 +12,439	+20%	+$1.13M	0.26%	81
2024 Q1	$5.75M	Buy	63,319 +16,356	+35%	+$1.45M	0.24%	89
2023 Q4	$4.21M	Sell	46,963 -16,566	-26%	-$1.33M	0.23%	95
2023 Q3	$4.89M	Buy	63,529 +17,408	+38%	+$1.4M	0.24%	86
2023 Q2	$3.56M	Sell	46,121 -30,742	-40%	-$2.26M	0.46%	43
2023 Q1	$5.69M	Sell	76,863 -21,837	-22%	-$1.71M	0.29%	75
2022 Q4	$7.35M	Buy	+98,700	New	+$7.42M	0.34%	62

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

Ameritas Advisory Services's AVUV Position: Q2 2026 in Review

Ameritas Advisory Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 162% in Q2 2026, buying an estimated $11.2M and bringing the position to 151,541 shares worth $18.9M. The position accounts for 0.38% of the portfolio, ranked #62.

Ameritas Advisory Services first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Ameritas Advisory Services held 151,541 shares of Avantis US Small Cap Value ETF worth $18.9M as of Q2 2026.
Ameritas Advisory Services bought 93,680 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $11.2M.
Avantis US Small Cap Value ETF made up 0.38% of Ameritas Advisory Services's portfolio in Q2 2026, its #62 holding.
Ameritas Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.