Chapin Davis’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Chapin Davis’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	$288K	Buy	2,305 +200	+10%	+$23.9K	0.05%	195
2026 Q1	$233K	Hold	2,105	–	–	0.05%	234
2025 Q4	$215K	Hold	2,105	–	–	0.05%	227
2025 Q3	$210K	Buy	+2,105	New	+$204K	0.05%	230
2025 Q1	–	Sell	-2,105	Closed	-$202K	–	226
2024 Q4	$202K	Hold	2,105	–	–	0.07%	218
2024 Q3	$202K	Buy	+2,105	New	+$197K	0.07%	219

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return