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

Atala Financial’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 Q3	$3.15M	Buy	26,768 +1,042	+4%	+$130K	1.83%	14
2026 Q2	$3.21M	Buy	25,726 +1,445	+6%	+$172K	1.95%	13
2026 Q1	$2.7M	Buy	24,281 +784	+3%	+$86.3K	1.81%	18
2025 Q4	$2.4M	Buy	23,497 +957	+4%	+$95.7K	1.53%	22
2025 Q3	$2.24M	Buy	22,540 +2,473	+12%	+$239K	1.4%	20
2025 Q2	$1.83M	Buy	20,067 +268	+1%	+$23.1K	1.26%	27
2025 Q1	$1.73M	Buy	19,799 +849	+4%	+$79.8K	1.26%	26
2024 Q4	$1.83M	Buy	+18,950	New	+$1.88M	1.28%	21

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Atala Financial's AVUV Position: Q3 2026 in Review

Atala Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.1% in Q3 2026, buying an estimated $130K and bringing the position to 26,768 shares worth $3.15M. The position accounts for 1.83% of the portfolio, ranked #14.

Atala Financial first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.21M in Q2 2026. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Atala Financial held 26,768 shares of Avantis US Small Cap Value ETF worth $3.15M as of Q3 2026.
Atala Financial bought 1,042 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $130K.
Avantis US Small Cap Value ETF made up 1.83% of Atala Financial's portfolio in Q3 2026, its #14 holding.
Atala Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Avantis US Small Cap Value ETF position peaked at $3.21M in Q2 2026.
810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.