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Brass Tax Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brass Tax 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
2025
Q3 		$477K Buy
+4,796
New +$464K 0.08% 124
2024
Q3 		– Sell
-112,712
Closed -$10.1M – 205
2024
Q2 		$10.1M Buy
+112,712
New +$10.2M 1.98% 18

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Brass Tax Wealth Management's AVUV Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2025: 4,796 shares worth $477K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in AVUV as recently as Q2 2024.

Brass Tax Wealth Management first reported a position in AVUV in Q2 2024 and has held it in 2 quarters since. The position peaked at $10.1M in Q2 2024. 883 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Brass Tax Wealth Management held 4,796 shares of Avantis US Small Cap Value ETF worth $477K as of Q3 2025.
  • Avantis US Small Cap Value ETF was a new Brass Tax Wealth Management position in Q3 2025.
  • Avantis US Small Cap Value ETF made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Brass Tax Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • Brass Tax Wealth Management's Avantis US Small Cap Value ETF position peaked at $10.1M in Q2 2024.
  • 883 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.