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

Define Financial’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	$33.5M	Buy	284,145 +21,108	+8%	+$2.63M	13.92%	2
2026 Q2	$32.8M	Buy	263,037 +14,133	+6%	+$1.69M	15.07%	1
2026 Q1	$27.5M	Buy	248,904 +1,227	+0.5%	+$135K	14.92%	2
2025 Q4	$25.3M	Buy	247,677 +8,854	+4%	+$886K	14.32%	1
2025 Q3	$23.8M	Buy	238,823 +4,877	+2%	+$472K	14.26%	1
2025 Q2	$21.3M	Buy	233,946 +10,251	+5%	+$883K	14.04%	1
2025 Q1	$17.7M	Buy	223,695 +18,890	+9%	+$1.77M	13.46%	3
2024 Q4	$19.8M	Buy	+204,805	New	+$20.3M	14.92%	1

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Define Financial's AVUV Position: Q3 2026 in Review

Define Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 8% in Q3 2026, buying an estimated $2.63M and bringing the position to 284,145 shares worth $33.5M. The position accounts for 13.92% of the portfolio, ranked #2.

Define Financial first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. 717 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Define Financial held 284,145 shares of Avantis US Small Cap Value ETF worth $33.5M as of Q3 2026.
Define Financial bought 21,108 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $2.63M.
Avantis US Small Cap Value ETF made up 13.92% of Define Financial's portfolio in Q3 2026, its #2 holding.
Define Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
717 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.