AF
AVUV icon

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
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

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Atala Financial's AVUV Position: Q2 2026 in Review

Atala Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 6% in Q2 2026, buying an estimated $172K and bringing the position to 25,726 shares worth $3.21M. The position accounts for 1.95% of the portfolio, ranked #13.

Atala Financial first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Atala Financial held 25,726 shares of Avantis US Small Cap Value ETF worth $3.21M as of Q2 2026.
  • Atala Financial bought 1,445 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $172K.
  • Avantis US Small Cap Value ETF made up 1.95% of Atala Financial's portfolio in Q2 2026, its #13 holding.
  • Atala Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.