Brady Martz Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brady Martz Wealth Solutions’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	$5.77M	Sell	46,211 -1,649	-3%	-$197K	0.87%	27
2026 Q1	$5.29M	Sell	47,860 -4,858	-9%	-$535K	0.9%	27
2025 Q4	$5.38M	Sell	52,718 -31,500	-37%	-$3.15M	0.95%	26
2025 Q3	$8.38M	Sell	84,218 -444	-0.5%	-$43K	1.52%	17
2025 Q2	$7.71M	Sell	84,662 -25,955	-23%	-$2.24M	1.49%	18
2025 Q1	$9.64M	Sell	110,617 -1,582	-1%	-$149K	2.18%	8
2024 Q4	$10.9M	Buy	+112,199	New	+$11.1M	2.63%	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

SFA

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

BHWM

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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Brady Martz Wealth Solutions's AVUV Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, selling an estimated $197K and leaving 46,211 shares worth $5.77M. The position accounts for 0.87% of the portfolio, ranked #27.

Brady Martz Wealth Solutions first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 370 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Brady Martz Wealth Solutions held 46,211 shares of Avantis US Small Cap Value ETF worth $5.77M as of Q2 2026.
Brady Martz Wealth Solutions sold 1,649 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $197K.
Avantis US Small Cap Value ETF made up 0.87% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #27 holding.
Brady Martz Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Avantis US Small Cap Value ETF position peaked at $10.9M in Q4 2024.
370 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.