CFG
AVUV icon

Clayton Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clayton Financial Group’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 		$82.6K Buy
+701
New +$87.4K 0.04% 95
2026
Q2 		– Sell
-743
Closed -$82.1K – 107
2026
Q1 		$82.1K Sell
743
-124
-14% -$13.7K 0.04% 113
2025
Q4 		$88.4K Buy
+867
New +$86.7K 0.05% 112

Other funds holding AVUV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Clayton Financial Group's AVUV Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 701 shares worth $82.6K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in AVUV as recently as Q1 2026.

Clayton Financial Group first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.4K in Q4 2025. 140 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Clayton Financial Group held 701 shares of Avantis US Small Cap Value ETF worth $82.6K as of Q3 2026.
  • Avantis US Small Cap Value ETF was a new Clayton Financial Group position in Q3 2026.
  • Avantis US Small Cap Value ETF made up 0.04% of Clayton Financial Group's portfolio in Q3 2026, its #95 holding.
  • Clayton Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Clayton Financial Group's Avantis US Small Cap Value ETF position peaked at $88.4K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.