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AVUV icon

BetterWealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BetterWealth’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 		$20.4M Sell
163,569
-187
-0.1% -$22.3K 3.61% 8
2026
Q1 		$18.1M Buy
163,756
+3,461
+2% +$381K 3.55% 8
2025
Q4 		$16.3M Buy
160,295
+8,984
+6% +$899K 3.73% 8
2025
Q3 		$15.1M Buy
151,311
+5,188
+4% +$502K 3.59% 8
2025
Q2 		$13.3M Buy
146,123
+17,118
+13% +$1.48M 3.41% 9
2025
Q1 		$11.2M Buy
129,005
+11,730
+10% +$1.1M 3.16% 9
2024
Q4 		$11.3M Buy
+117,275
New +$11.7M 3.12% 8

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BetterWealth's AVUV Position: Q2 2026 in Review

BetterWealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.11% in Q2 2026, selling an estimated $22.3K and leaving 163,569 shares worth $20.4M. The position accounts for 3.61% of the portfolio, ranked #8.

BetterWealth first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BetterWealth held 163,569 shares of Avantis US Small Cap Value ETF worth $20.4M as of Q2 2026.
  • BetterWealth sold 187 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $22.3K.
  • Avantis US Small Cap Value ETF made up 3.61% of BetterWealth's portfolio in Q2 2026, its #8 holding.
  • BetterWealth first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.