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Delap Wealth Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Delap Wealth Advisory’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
Q1 		$2.83M Buy
25,616
+846
+3% +$93.1K 1.07% 23
2025
Q4 		$2.53M Sell
24,770
-101
-0.4% -$10.1K 0.98% 23
2025
Q3 		$2.49M Sell
24,871
-108
-0.4% -$10.4K 1.05% 22
2025
Q2 		$2.28M Sell
24,979
-11,197
-31% -$965K 1.09% 22
2025
Q1 		$3.15M Buy
36,176
+18,597
+106% +$1.75M 1.76% 14
2024
Q4 		$1.7M Sell
17,579
-759
-4% -$75.4K 1.01% 26
2024
Q3 		$1.76M Sell
18,338
-18,932
-51% -$1.77M 1.11% 24
2024
Q2 		$3.34M Buy
37,270
+18,644
+100% +$1.69M 1.54% 15
2024
Q1 		$1.75M Buy
18,626
+486
+3% +$43K 0.71% 28
2023
Q4 		$1.63M Buy
18,140
+2,097
+13% +$168K 0.74% 27
2023
Q3 		$1.25M Sell
16,043
-500
-3% -$40.2K 1.21% 18
2023
Q2 		$1.28M Buy
16,543
+11,274
+214% +$829K 1.26% 16
2023
Q1 		$390K Sell
5,269
-731
-12% -$57.3K 0.4% 35
2022
Q4 		$447K Buy
+6,000
New +$451K 0.47% 36

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delap Wealth Advisory's AVUV Position: Q1 2026 in Review

Delap Wealth Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q1 2026, buying an estimated $93.1K and bringing the position to 25,616 shares worth $2.83M. The position accounts for 1.07% of the portfolio, ranked #23.

Delap Wealth Advisory first reported a position in AVUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.34M in Q2 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Delap Wealth Advisory held 25,616 shares of Avantis US Small Cap Value ETF worth $2.83M as of Q1 2026.
  • Delap Wealth Advisory bought 846 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $93.1K.
  • Avantis US Small Cap Value ETF made up 1.07% of Delap Wealth Advisory's portfolio in Q1 2026, its #23 holding.
  • Delap Wealth Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Avantis US Small Cap Value ETF position peaked at $3.34M in Q2 2024.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.