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

DHJJ Financial Advisors’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	$46.4K	Buy	372 +1	+0.3%	+$119	0.01%	423
2026 Q1	$41K	Buy	371 +1	+0.3%	+$110	0.01%	437
2025 Q4	$37.7K	Buy	370 +10	+3%	+$1K	0.01%	420
2025 Q3	$35.9K	Buy	360 +356	+8,900%	+$34.4K	0.01%	410
2025 Q2	$374	Hold	4	–	–	﹤0.01%	834
2025 Q1	$356	Hold	4	–	–	﹤0.01%	787
2024 Q4	$393	Hold	4	–	–	﹤0.01%	749
2024 Q3	$389	Hold	4	–	–	﹤0.01%	729
2024 Q2	$362	Hold	4	–	–	﹤0.01%	689
2024 Q1	$377	Hold	4	–	–	﹤0.01%	678
2023 Q4	$360	Hold	4	–	–	﹤0.01%	665
2023 Q3	$312	Buy	+4	New	+$321	﹤0.01%	667

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DHJJ Financial Advisors's AVUV Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.27% in Q2 2026, buying an estimated $119 and bringing the position to 372 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #423.

DHJJ Financial Advisors first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

DHJJ Financial Advisors held 372 shares of Avantis US Small Cap Value ETF worth $46.4K as of Q2 2026.
DHJJ Financial Advisors bought 1 Avantis US Small Cap Value ETF share in Q2 2026, an estimated $119.
Avantis US Small Cap Value ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #423 holding.
DHJJ Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.