Delap Wealth Advisory
AVUV icon

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
Q3 		$2.74M Sell
23,304
-1,938
-8% -$242K 0.94% 24
2026
Q2 		$3.15M Sell
25,242
-374
-1% -$44.6K 1.06% 22
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

TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Delap Wealth Advisory's AVUV Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.7% in Q3 2026, selling an estimated $242K and leaving 23,304 shares worth $2.74M. The position accounts for 0.94% of the portfolio, ranked #24.

Delap Wealth Advisory first reported a position in AVUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.34M in Q2 2024. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Delap Wealth Advisory held 23,304 shares of Avantis US Small Cap Value ETF worth $2.74M as of Q3 2026.
  • Delap Wealth Advisory sold 1,938 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $242K.
  • Avantis US Small Cap Value ETF made up 0.94% of Delap Wealth Advisory's portfolio in Q3 2026, its #24 holding.
  • Delap Wealth Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Avantis US Small Cap Value ETF position peaked at $3.34M in Q2 2024.
  • 579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.