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

DHK 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
2025 Q2	$631K	Buy	6,922 +33	+0.5%	+$2.84K	0.36%	52
2025 Q1	$601K	Buy	6,889 +26	+0.4%	+$2.44K	0.33%	52
2024 Q4	$662K	Sell	6,863 -501	-7%	-$49.8K	0.4%	49
2024 Q3	$707K	Buy	7,364 +29	+0.4%	+$2.71K	0.43%	43
2024 Q2	$658K	Buy	+7,335	New	+$664K	0.46%	40

Other funds holding AVUV

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

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

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

MIAS

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FPAS

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

DHK Financial Advisors's AVUV Position: Q2 2025 in Review

DHK Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.48% in Q2 2025, buying an estimated $2.84K and bringing the position to 6,922 shares worth $631K. The position accounts for 0.36% of the portfolio, ranked #52.

DHK Financial Advisors first reported a position in AVUV in Q2 2024 and has held it in 5 quarters since. The position peaked at $707K in Q3 2024. 861 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

DHK Financial Advisors held 6,922 shares of Avantis US Small Cap Value ETF worth $631K as of Q2 2025.
DHK Financial Advisors bought 33 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $2.84K.
Avantis US Small Cap Value ETF made up 0.36% of DHK Financial Advisors's portfolio in Q2 2025, its #52 holding.
DHK Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
DHK Financial Advisors's Avantis US Small Cap Value ETF position peaked at $707K in Q3 2024.
861 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.