Beacon Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Beacon Financial Planning’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	$636K	Buy	+5,403	New	+$674K	0.22%	50

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 Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Beacon Financial Planning's AVUV Position: Q3 2026 in Review

Beacon Financial Planning opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 5,403 shares worth $636K. The stake represents 0.22% of the portfolio and ranks #50 among its holdings.

1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Beacon Financial Planning held 5,403 shares of Avantis US Small Cap Value ETF worth $636K as of Q3 2026.
Avantis US Small Cap Value ETF was a new Beacon Financial Planning position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.22% of Beacon Financial Planning's portfolio in Q3 2026, its #50 holding.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.