ALWM
AVUV icon

Andrews Lucia Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Andrews Lucia Wealth Management’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 		$457K Sell
3,664
-499
-12% -$59.5K 0.24% 29
2026
Q1 		$460K Buy
4,163
+1,193
+40% +$131K 0.27% 26
2025
Q4 		$303K Buy
2,970
+175
+6% +$17.5K 0.18% 30
2025
Q3 		$278K Buy
+2,795
New +$270K 0.17% 30

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Andrews Lucia Wealth Management's AVUV Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q2 2026, selling an estimated $59.5K and leaving 3,664 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #29.

Andrews Lucia Wealth Management first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. The position peaked at $460K in Q1 2026. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Andrews Lucia Wealth Management held 3,664 shares of Avantis US Small Cap Value ETF worth $457K as of Q2 2026.
  • Andrews Lucia Wealth Management sold 499 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $59.5K.
  • Avantis US Small Cap Value ETF made up 0.24% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Andrews Lucia Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Andrews Lucia Wealth Management's Avantis US Small Cap Value ETF position peaked at $460K in Q1 2026.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.