Baker Tilly Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Baker Tilly Wealth Management’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	$3.06M	Buy	24,555 +2,384	+11%	+$284K	0.65%	33
2026 Q1	$2.45M	Buy	22,171 +1,378	+7%	+$152K	0.6%	40
2025 Q4	$2.12M	Sell	20,793 -17,303	-45%	-$1.73M	0.52%	40
2025 Q3	$3.79M	Buy	+38,096	New	+$3.69M	0.86%	31
2024 Q2	–	Sell	-18,041	Closed	-$1.69M	–	288
2024 Q1	$1.69M	Sell	18,041 -1,383	-7%	-$122K	0.31%	73
2023 Q4	$1.74M	Buy	+19,424	New	+$1.55M	0.29%	76

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

Baker Tilly Wealth Management's AVUV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, buying an estimated $284K and bringing the position to 24,555 shares worth $3.06M. The position accounts for 0.65% of the portfolio, ranked #33.

Baker Tilly Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.79M in Q3 2025. 387 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Baker Tilly Wealth Management held 24,555 shares of Avantis US Small Cap Value ETF worth $3.06M as of Q2 2026.
Baker Tilly Wealth Management bought 2,384 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $284K.
Avantis US Small Cap Value ETF made up 0.65% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #33 holding.
Baker Tilly Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
Baker Tilly Wealth Management's Avantis US Small Cap Value ETF position peaked at $3.79M in Q3 2025.
387 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.