Benson Investment Management Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Benson Investment Management Company’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	$649K	Buy	+5,200	New	+$620K	3.45%	6

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

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Benson Investment Management Company's AVUV Position: Q2 2026 in Review

Benson Investment Management Company opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 5,200 shares worth $649K. The stake represents 3.45% of the portfolio and ranks #6 among its holdings.

530 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Benson Investment Management Company held 5,200 shares of Avantis US Small Cap Value ETF worth $649K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Benson Investment Management Company position in Q2 2026.
Avantis US Small Cap Value ETF made up 3.45% of Benson Investment Management Company's portfolio in Q2 2026, its #6 holding.
530 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Benson Investment Management Company's 13F filing for Q2 2026, filed 14 Jul 2026.