Decker Retirement Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Decker Retirement Planning’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	$548K	Buy	4,390 +102	+2%	+$12.2K	0.19%	58
2026 Q1	$474K	Sell	4,288 -251	-6%	-$27.6K	0.21%	56
2025 Q4	$463K	Buy	4,539 +83	+2%	+$8.3K	0.23%	61
2025 Q3	$444K	Buy	4,456 +698	+19%	+$67.5K	0.24%	66
2025 Q2	$342K	Buy	3,758 +118	+3%	+$10.2K	0.2%	57
2025 Q1	$317K	Buy	3,640 +267	+8%	+$25.1K	0.2%	33
2024 Q4	$326K	Buy	+3,373	New	+$335K	0.19%	45

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Decker Retirement Planning's AVUV Position: Q2 2026 in Review

Decker Retirement Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,390 shares worth $548K. The position accounts for 0.19% of the portfolio, ranked #58.

Decker Retirement Planning first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Decker Retirement Planning held 4,390 shares of Avantis US Small Cap Value ETF worth $548K as of Q2 2026.
Decker Retirement Planning bought 102 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $12.2K.
Avantis US Small Cap Value ETF made up 0.19% of Decker Retirement Planning's portfolio in Q2 2026, its #58 holding.
Decker Retirement Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
569 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.