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Cardiff Park Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cardiff Park Advisors’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
Q1 		$2.75M Buy
24,893
+2,280
+10% +$251K 0.22% 67
2025
Q4 		$2.31M Sell
22,613
-1,406
-6% -$141K 0.19% 66
2025
Q3 		$2.39M Sell
24,019
-5,562
-19% -$538K 0.18% 68
2025
Q2 		$2.69M Buy
29,581
+51
+0.2% +$4.39K 0.23% 56
2025
Q1 		$2.57M Sell
29,530
-331
-1% -$31.1K 0.25% 55
2024
Q4 		$2.88M Sell
29,861
-2,245
-7% -$223K 0.27% 54
2024
Q3 		$3.08M Sell
32,106
-802
-2% -$75K 0.28% 49
2024
Q2 		$2.95M Sell
32,908
-5,611
-15% -$508K 0.28% 52
2024
Q1 		$3.61M Sell
38,519
-830
-2% -$73.4K 0.34% 49
2023
Q4 		$3.53M Buy
39,349
+1,463
+4% +$117K 0.39% 43
2023
Q3 		$2.95M Sell
37,886
-665
-2% -$53.4K 0.37% 46
2023
Q2 		$2.99M Buy
38,551
+1,342
+4% +$98.7K 0.37% 45
2023
Q1 		$2.76M Buy
37,209
+3,525
+10% +$276K 0.36% 47
2022
Q4 		$2.51M Sell
33,684
-24,091
-42% -$1.81M 0.35% 48
2022
Q3 		$3.82M Sell
57,775
-36,713
-39% -$2.68M 0.6% 33
2022
Q2 		$6.46M Buy
94,488
+31,820
+51% +$2.41M 0.98% 20
2022
Q1 		$5M Buy
62,668
+10,094
+19% +$799K 0.7% 25
2021
Q4 		$4.19M Buy
+52,574
New +$4.19M 0.55% 30

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cardiff Park Advisors's AVUV Position: Q1 2026 in Review

Cardiff Park Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q1 2026, buying an estimated $251K and bringing the position to 24,893 shares worth $2.75M. The position accounts for 0.22% of the portfolio, ranked #67.

Cardiff Park Advisors first reported a position in AVUV in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.46M in Q2 2022. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Cardiff Park Advisors held 24,893 shares of Avantis US Small Cap Value ETF worth $2.75M as of Q1 2026.
  • Cardiff Park Advisors bought 2,280 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $251K.
  • Avantis US Small Cap Value ETF made up 0.22% of Cardiff Park Advisors's portfolio in Q1 2026, its #67 holding.
  • Cardiff Park Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Avantis US Small Cap Value ETF position peaked at $6.46M in Q2 2022.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.