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AVUV icon

Barnes Dennig Private Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Barnes Dennig Private 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 		$47.5K Buy
381
+172
+82% +$20.5K 0.04% 158
2026
Q1 		$23.1K Buy
209
+76
+57% +$8.37K 0.02% 197
2025
Q4 		$13.6K Buy
133
+94
+241% +$9.4K 0.01% 240
2025
Q3 		$3.88K Buy
+39
New +$3.77K ﹤0.01% 265

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
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

Barnes Dennig Private Wealth Management's AVUV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 82% in Q2 2026, buying an estimated $20.5K and bringing the position to 381 shares worth $47.5K. The position accounts for 0.04% of the portfolio, ranked #158.

Barnes Dennig Private Wealth Management first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 381 shares of Avantis US Small Cap Value ETF worth $47.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 172 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $20.5K.
  • Avantis US Small Cap Value ETF made up 0.04% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.