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 Q3	$71.8K	Buy	610 +3	+0.5%	+$374	﹤0.01%	233
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Atwood & Palmer's AVUV Position: Q3 2026 in Review

Atwood & Palmer increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.49% in Q3 2026, buying an estimated $374 and bringing the position to 610 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Atwood & Palmer first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.8K in Q2 2026. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Atwood & Palmer held 610 shares of Avantis US Small Cap Value ETF worth $71.8K as of Q3 2026.
Atwood & Palmer bought 3 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $374.
Avantis US Small Cap Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #233 holding.
Atwood & Palmer first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Atwood & Palmer's Avantis US Small Cap Value ETF position peaked at $75.8K in Q2 2026.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.