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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
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 $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CRA Financial Services's AVUV Position: Q2 2026 in Review

CRA Financial Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, buying an estimated $47.2K and bringing the position to 18,772 shares worth $2.34M. The position accounts for 0.27% of the portfolio, ranked #74.

CRA Financial Services first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • CRA Financial Services held 18,772 shares of Avantis US Small Cap Value ETF worth $2.34M as of Q2 2026.
  • CRA Financial Services bought 396 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $47.2K.
  • Avantis US Small Cap Value ETF made up 0.27% of CRA Financial Services's portfolio in Q2 2026, its #74 holding.
  • CRA Financial Services first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.