CRA Financial Services
AVUV icon

CRA Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CRA Financial Services’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 		$2.19M Sell
18,624
-148
-0.8% -$18.5K 0.24% 78
2026
Q2 		$2.34M Buy
18,772
+396
+2% +$47.2K 0.27% 74
2026
Q1 		$2.03M Sell
18,376
-823
-4% -$90.6K 0.26% 76
2025
Q4 		$1.96M Sell
19,199
-521
-3% -$52.1K 0.26% 77
2025
Q3 		$1.96M Buy
19,720
+1,396
+8% +$135K 0.27% 75
2025
Q2 		$1.67M Buy
18,324
+914
+5% +$78.8K 0.26% 79
2025
Q1 		$1.52M Buy
17,410
+47
+0.3% +$4.42K 0.26% 75
2024
Q4 		$1.68M Buy
17,363
+580
+3% +$57.6K 0.29% 67
2024
Q3 		$1.61M Buy
16,783
+900
+6% +$84.1K 0.3% 63
2024
Q2 		$1.43M Buy
15,883
+366
+2% +$33.1K 0.29% 65
2024
Q1 		$1.45M Buy
15,517
+1,190
+8% +$105K 0.32% 59
2023
Q4 		$1.29M Buy
14,327
+1,550
+12% +$124K 0.31% 61
2023
Q3 		$996K Sell
12,777
-200
-2% -$16.1K 0.27% 66
2023
Q2 		$1.01M Sell
12,977
-2,020
-13% -$149K 0.27% 64
2023
Q1 		$1.11M Buy
14,997
+1,400
+10% +$110K 0.33% 57
2022
Q4 		$1.01M Buy
13,597
+6,076
+81% +$457K 0.33% 61
2022
Q3 		$497K Buy
7,521
+803
+12% +$58.6K 0.18% 102
2022
Q2 		$459K Buy
6,718
+3,151
+88% +$239K 0.16% 113
2022
Q1 		$285K Buy
3,567
+85
+2% +$6.73K 0.09% 156
2021
Q4 		$278K Buy
+3,482
New +$277K 0.08% 166

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

CRA Financial Services's AVUV Position: Q3 2026 in Review

CRA Financial Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.79% in Q3 2026, selling an estimated $18.5K and leaving 18,624 shares worth $2.19M. The position accounts for 0.24% of the portfolio, ranked #78.

CRA Financial Services first reported a position in AVUV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.34M in Q2 2026. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • CRA Financial Services held 18,624 shares of Avantis US Small Cap Value ETF worth $2.19M as of Q3 2026.
  • CRA Financial Services sold 148 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $18.5K.
  • Avantis US Small Cap Value ETF made up 0.24% of CRA Financial Services's portfolio in Q3 2026, its #78 holding.
  • CRA Financial Services first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • CRA Financial Services's Avantis US Small Cap Value ETF position peaked at $2.34M in Q2 2026.
  • 904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.