Cornerstone Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cornerstone Advisory’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	$5M	Buy	42,490 +8,472	+25%	+$1.06M	0.39%	51
2026 Q2	$4.24M	Buy	34,018 +12,850	+61%	+$1.53M	0.35%	52
2026 Q1	$2.34M	Buy	21,168 +7,113	+51%	+$783K	0.22%	70
2025 Q4	$1.43M	Buy	14,055 +1,133	+9%	+$113K	0.14%	87
2025 Q3	$1.29M	Buy	12,922 +2,697	+26%	+$261K	0.13%	86
2025 Q2	$931K	Sell	10,225 -158	-2%	-$13.6K	0.1%	97
2025 Q1	$877K	Sell	10,383 -8,670	-46%	-$815K	0.1%	99
2024 Q4	$1.86M	Buy	19,053 +4,986	+35%	+$495K	0.21%	68
2024 Q3	$1.35M	Buy	14,067 +6,290	+81%	+$588K	0.18%	74
2024 Q2	$698K	Buy	+7,777	New	+$704K	0.1%	101

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Cornerstone Advisory's AVUV Position: Q3 2026 in Review

Cornerstone Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 25% in Q3 2026, buying an estimated $1.06M and bringing the position to 42,490 shares worth $5M. The position accounts for 0.39% of the portfolio, ranked #51.

Cornerstone Advisory first reported a position in AVUV in Q2 2024 and has held it in 10 quarters since. 828 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Cornerstone Advisory held 42,490 shares of Avantis US Small Cap Value ETF worth $5M as of Q3 2026.
Cornerstone Advisory bought 8,472 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $1.06M.
Avantis US Small Cap Value ETF made up 0.39% of Cornerstone Advisory's portfolio in Q3 2026, its #51 holding.
Cornerstone Advisory first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.