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

Capital Square’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 Q3	$264K	Buy	2,239 +427	+24%	+$53.2K	0.12%	179
2026 Q2	$225K	Buy	+1,812	New	+$216K	0.1%	210
2025 Q1	–	Sell	-12,047	Closed	-$1.2M	–	191
2024 Q4	$1.2M	Buy	12,047 +587	+5%	+$58.3K	0.68%	41
2024 Q3	$1.1M	Sell	11,460 -2,315	-17%	-$216K	0.67%	45
2024 Q2	$1.33M	Sell	13,775 -89	-0.6%	-$8.06K	0.87%	35
2024 Q1	$1.3M	Buy	+13,864	New	+$1.23M	0.92%	35

Other funds holding AVUV

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Capital Square's AVUV Position: Q3 2026 in Review

Capital Square increased its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q3 2026, buying an estimated $53.2K and bringing the position to 2,239 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #179.

Capital Square first reported a position in AVUV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2024. 515 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Capital Square held 2,239 shares of Avantis US Small Cap Value ETF worth $264K as of Q3 2026.
Capital Square bought 427 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $53.2K.
Avantis US Small Cap Value ETF made up 0.12% of Capital Square's portfolio in Q3 2026, its #179 holding.
Capital Square first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
Capital Square's Avantis US Small Cap Value ETF position peaked at $1.33M in Q2 2024.
515 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.