Dala Group
AVUV icon

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

Dala 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 		$346K Buy
2,937
+90
+3% +$11.2K 0.26% 48
2026
Q2 		$355K Sell
2,847
-5,113
-64% -$610K 0.29% 47
2026
Q1 		$879K Sell
7,960
-17,016
-68% -$1.87M 0.73% 28
2025
Q4 		$2.55M Buy
+24,976
New +$2.5M 2.21% 14

Other funds holding AVUV

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Dala Group's AVUV Position: Q3 2026 in Review

Dala Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.2% in Q3 2026, buying an estimated $11.2K and bringing the position to 2,937 shares worth $346K. The position accounts for 0.26% of the portfolio, ranked #48.

Dala Group first reported a position in AVUV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.55M in Q4 2025. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Dala Group held 2,937 shares of Avantis US Small Cap Value ETF worth $346K as of Q3 2026.
  • Dala Group bought 90 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $11.2K.
  • Avantis US Small Cap Value ETF made up 0.26% of Dala Group's portfolio in Q3 2026, its #48 holding.
  • Dala Group first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Avantis US Small Cap Value ETF position peaked at $2.55M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.