DBK Financial Counsel’s Avantis US Equity ETF AVUS Stock Holding History

DBK Financial Counsel’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$997K	Buy	7,782 +190	+3%	+$23.4K	0.84%	32
2026 Q1	$844K	Buy	7,592 +2	+0%	+$229	0.64%	37
2025 Q4	$848K	Hold	7,590	–	–	0.65%	37
2025 Q3	$825K	Buy	7,590 +223	+3%	+$23.4K	0.69%	35
2025 Q2	$743K	Hold	7,367	–	–	0.67%	35
2025 Q1	$681K	Hold	7,367	–	–	0.68%	35
2024 Q4	$714K	Hold	7,367	–	–	0.72%	28
2024 Q3	$701K	Hold	7,367	–	–	0.71%	31
2024 Q2	$664K	Buy	7,367 +57	+0.8%	+$5.04K	0.72%	30
2024 Q1	$654K	Buy	+7,310	New	+$617K	0.69%	32

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DBK Financial Counsel's AVUS Position: Q2 2026 in Review

DBK Financial Counsel increased its Avantis US Equity ETF (AVUS) stake by 2.5% in Q2 2026, buying an estimated $23.4K and bringing the position to 7,782 shares worth $997K. The position accounts for 0.84% of the portfolio, ranked #32.

DBK Financial Counsel first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. 406 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

DBK Financial Counsel held 7,782 shares of Avantis US Equity ETF worth $997K as of Q2 2026.
DBK Financial Counsel bought 190 Avantis US Equity ETF shares in Q2 2026, an estimated $23.4K.
Avantis US Equity ETF made up 0.84% of DBK Financial Counsel's portfolio in Q2 2026, its #32 holding.
DBK Financial Counsel first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
406 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.