AFC
AVUV icon

Ares Financial Consulting’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ares Financial Consulting’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 		$70.2K Hold
563
– – 0.05% 181
2026
Q1 		$62.3K Hold
563
– – 0.05% 181
2025
Q4 		$57.4K Buy
+563
New +$56.3K 0.05% 148

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PL
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TWA
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UA
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EK
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WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
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AA
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Ares Financial Consulting's AVUV Position: Q2 2026 in Review

Ares Financial Consulting held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 563 shares worth $70.2K. The position accounts for 0.05% of the portfolio, ranked #181.

Ares Financial Consulting first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Ares Financial Consulting held 563 shares of Avantis US Small Cap Value ETF worth $70.2K as of Q2 2026.
  • Ares Financial Consulting left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #181 holding.
  • Ares Financial Consulting first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 729 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.