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 Q3	$2.7M	Sell	22,907 -1,648	-7%	-$206K	0.53%	41
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Baker Tilly Wealth Management's AVUV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6.7% in Q3 2026, selling an estimated $206K and leaving 22,907 shares worth $2.7M. The position accounts for 0.53% of the portfolio, ranked #41.

Baker Tilly Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.79M in Q3 2025. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Baker Tilly Wealth Management held 22,907 shares of Avantis US Small Cap Value ETF worth $2.7M as of Q3 2026.
Baker Tilly Wealth Management sold 1,648 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $206K.
Avantis US Small Cap Value ETF made up 0.53% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #41 holding.
Baker Tilly Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Baker Tilly Wealth Management's Avantis US Small Cap Value ETF position peaked at $3.79M in Q3 2025.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.