BWM
AVUV icon

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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return