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Atlas Brown’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Atlas Brown’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 		$1.49M Buy
12,649
+3,235
+34% +$403K 0.39% 68
2026
Q2 		$1.17M Buy
+9,414
New +$1.12M 0.32% 84

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Atlas Brown's AVUV Position: Q3 2026 in Review

Atlas Brown increased its Avantis US Small Cap Value ETF (AVUV) stake by 34% in Q3 2026, buying an estimated $403K and bringing the position to 12,649 shares worth $1.49M. The position accounts for 0.39% of the portfolio, ranked #68.

Atlas Brown first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Atlas Brown held 12,649 shares of Avantis US Small Cap Value ETF worth $1.49M as of Q3 2026.
  • Atlas Brown bought 3,235 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $403K.
  • Avantis US Small Cap Value ETF made up 0.39% of Atlas Brown's portfolio in Q3 2026, its #68 holding.
  • Atlas Brown first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.