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DGS Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

DGS Capital Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,211
Closed -$247K – 639
2025
Q4 		$247K Buy
+2,211
New +$244K 0.04% 387

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

DGS Capital Management's AVUS Position: Q1 2026 in Review

DGS Capital Management sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 2,211 shares — an estimated $247K sold.

DGS Capital Management first reported a position in AVUS in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • DGS Capital Management reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • DGS Capital Management sold 2,211 Avantis US Equity ETF shares in Q1 2026, an estimated $247K.
  • DGS Capital Management first reported a position in Avantis US Equity ETF in Q4 2025 and held it in 1 quarter.
  • DGS Capital Management's Avantis US Equity ETF position peaked at $247K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.