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

Brickley 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
2026 Q2	$457K	Sell	3,662 -350	-9%	-$41.7K	0.07%	49
2026 Q1	$443K	Sell	4,012 -338	-8%	-$37.2K	0.08%	43
2025 Q4	$444K	Buy	4,350 +48	+1%	+$4.8K	0.07%	43
2025 Q3	$428K	Sell	4,302 -298	-6%	-$28.8K	0.07%	39
2025 Q2	$419K	Buy	4,600 +219	+5%	+$18.9K	0.08%	37
2025 Q1	$382K	Buy	4,381 +10	+0.2%	+$940	0.08%	36
2024 Q4	$422K	Hold	4,371	–	–	0.09%	35
2024 Q3	$419K	Buy	4,371 +1,117	+34%	+$104K	0.09%	37
2024 Q2	$292K	Hold	3,254	–	–	0.06%	39
2024 Q1	$305K	Hold	3,254	–	–	0.07%	37
2023 Q4	$292K	Buy	3,254 +21	+0.6%	+$1.68K	0.07%	36
2023 Q3	$252K	Hold	3,233	–	–	0.07%	34
2023 Q2	$251K	Buy	3,233 +58	+2%	+$4.26K	0.06%	34
2023 Q1	$235K	Buy	3,175 +25	+0.8%	+$1.96K	0.06%	35
2022 Q4	$235K	Buy	+3,150	New	+$237K	0.07%	36
2022 Q3	–	Sell	-3,141	Closed	-$215K	–	40
2022 Q2	$215K	Buy	3,141 +55	+2%	+$4.16K	0.07%	43
2022 Q1	$246K	Buy	+3,086	New	+$244K	0.07%	41

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brickley Wealth Management's AVUV Position: Q2 2026 in Review

Brickley Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.7% in Q2 2026, selling an estimated $41.7K and leaving 3,662 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #49.

Brickley Wealth Management first reported a position in AVUV in Q1 2022 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Brickley Wealth Management held 3,662 shares of Avantis US Small Cap Value ETF worth $457K as of Q2 2026.
Brickley Wealth Management sold 350 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $41.7K.
Avantis US Small Cap Value ETF made up 0.07% of Brickley Wealth Management's portfolio in Q2 2026, its #49 holding.
Brickley Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.