Clune & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clune & Associates’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	$2.2M	Buy	18,671 +1,233	+7%	+$154K	0.34%	54
2026 Q2	$2.18M	Sell	17,438 -1,589	-8%	-$190K	0.33%	53
2026 Q1	$2.1M	Sell	19,027 -4,319	-18%	-$476K	0.4%	59
2025 Q4	$2.38M	Buy	23,346 +5,207	+29%	+$521K	0.51%	56
2025 Q3	$1.81M	Buy	18,139 +980	+6%	+$94.8K	0.45%	57
2025 Q2	$1.56M	Buy	17,159 +942	+6%	+$81.2K	0.43%	62
2025 Q1	$1.41M	Buy	16,217 +386	+2%	+$36.3K	0.43%	63
2024 Q4	$1.53M	Buy	+15,831	New	+$1.57M	0.51%	58

Other funds holding AVUV

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

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

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

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Clune & Associates's AVUV Position: Q3 2026 in Review

Clune & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.1% in Q3 2026, buying an estimated $154K and bringing the position to 18,671 shares worth $2.2M. The position accounts for 0.34% of the portfolio, ranked #54.

Clune & Associates first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q4 2025. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Clune & Associates held 18,671 shares of Avantis US Small Cap Value ETF worth $2.2M as of Q3 2026.
Clune & Associates bought 1,233 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $154K.
Avantis US Small Cap Value ETF made up 0.34% of Clune & Associates's portfolio in Q3 2026, its #54 holding.
Clune & Associates first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Avantis US Small Cap Value ETF position peaked at $2.38M in Q4 2025.
421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.