DF
AVUV icon

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
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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Define Financial's AVUV Position: Q2 2026 in Review

Define Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.7% in Q2 2026, buying an estimated $1.69M and bringing the position to 263,037 shares worth $32.8M. The position accounts for 15.07% of the portfolio, ranked #1.

Define Financial first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Define Financial held 263,037 shares of Avantis US Small Cap Value ETF worth $32.8M as of Q2 2026.
  • Define Financial bought 14,133 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.69M.
  • Avantis US Small Cap Value ETF made up 15.07% of Define Financial's portfolio in Q2 2026, its #1 holding.
  • Define Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.