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

Arlington 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 		$19.4M Buy
155,141
+944
+0.6% +$113K 2.46% 15
2026
Q1 		$17M Sell
154,197
-2,890
-2% -$318K 2.43% 15
2025
Q4 		$16M Buy
157,087
+7,058
+5% +$706K 2.29% 16
2025
Q3 		$14.9M Buy
150,029
+9,311
+7% +$901K 2.2% 16
2025
Q2 		$12.8M Buy
140,718
+3,465
+3% +$299K 2.1% 17
2025
Q1 		$12M Sell
137,253
-16,242
-11% -$1.53M 2.1% 17
2024
Q4 		$14.8M Buy
153,495
+4,275
+3% +$425K 2.95% 13
2024
Q3 		$14.3M Buy
149,220
+4,308
+3% +$403K 2.94% 12
2024
Q2 		$13M Buy
144,912
+2,549
+2% +$231K 2.85% 12
2024
Q1 		$13.3M Buy
142,363
+93,796
+193% +$8.3M 2.93% 12
2023
Q4 		$4.36M Buy
+48,567
New +$3.89M 1.3% 22

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Arlington Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.61% in Q2 2026, buying an estimated $113K and bringing the position to 155,141 shares worth $19.4M. The position accounts for 2.46% of the portfolio, ranked #15.

Arlington Financial Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Arlington Financial Advisors held 155,141 shares of Avantis US Small Cap Value ETF worth $19.4M as of Q2 2026.
  • Arlington Financial Advisors bought 944 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $113K.
  • Avantis US Small Cap Value ETF made up 2.46% of Arlington Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Arlington Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 337 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.