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

Avant Financial Advisors’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	$4.47M	Buy	35,819 +649	+2%	+$77.4K	2.78%	12
2026 Q1	$3.89M	Buy	35,170 +81	+0.2%	+$8.92K	2.73%	13
2025 Q4	$3.58M	Buy	35,089 +439	+1%	+$43.9K	2.57%	13
2025 Q3	$3.45M	Buy	34,650 +701	+2%	+$67.8K	2.6%	13
2025 Q2	$3.09M	Buy	33,949 +4,783	+16%	+$412K	2.55%	14
2025 Q1	$2.54M	Sell	29,166 -2,189	-7%	-$206K	2.31%	17
2024 Q4	$3.03M	Buy	+31,355	New	+$3.12M	2.78%	12

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Avant Financial Advisors's AVUV Position: Q2 2026 in Review

Avant Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.8% in Q2 2026, buying an estimated $77.4K and bringing the position to 35,819 shares worth $4.47M. The position accounts for 2.78% of the portfolio, ranked #12.

Avant Financial Advisors 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.

Avant Financial Advisors held 35,819 shares of Avantis US Small Cap Value ETF worth $4.47M as of Q2 2026.
Avant Financial Advisors bought 649 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $77.4K.
Avantis US Small Cap Value ETF made up 2.78% of Avant Financial Advisors's portfolio in Q2 2026, its #12 holding.
Avant Financial Advisors 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 Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.