Atwood & Palmer’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Atwood & Palmer’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	$75.8K	Buy	607 +2	+0.3%	+$239	﹤0.01%	219
2026 Q1	$66.9K	Buy	605 +1	+0.2%	+$110	﹤0.01%	229
2025 Q4	$61.6K	Buy	604 +2	+0.3%	+$200	﹤0.01%	225
2025 Q3	$59.9K	Buy	+602	New	+$58.2K	﹤0.01%	231
2025 Q1	–	Sell	-31	Closed	-$2.99K	–	447
2024 Q4	$2.99K	Sell	31 -207	-87%	-$20.6K	﹤0.01%	402
2024 Q3	$22.8K	Buy	238 +20	+9%	+$1.87K	﹤0.01%	280
2024 Q2	$19.6K	Buy	+218	New	+$19.7K	﹤0.01%	300

Other funds holding AVUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Atwood & Palmer's AVUV Position: Q2 2026 in Review

Atwood & Palmer increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.33% in Q2 2026, buying an estimated $239 and bringing the position to 607 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Atwood & Palmer first reported a position in AVUV in Q2 2024 and has held it in 7 quarters since. 781 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Atwood & Palmer held 607 shares of Avantis US Small Cap Value ETF worth $75.8K as of Q2 2026.
Atwood & Palmer bought 2 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $239.
Avantis US Small Cap Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #219 holding.
Atwood & Palmer first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
781 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.