Diversified Portfolios Inc’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Diversified Portfolios Inc’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Hold	21,393	–	–	0.13%	76
2025 Q4	$1.63M	Hold	21,393	–	–	0.14%	76
2025 Q3	$1.57M	Sell	21,393 -280	-1%	-$19.9K	0.14%	71
2025 Q2	$1.49M	Sell	21,673 -152	-0.7%	-$9.66K	0.14%	72
2025 Q1	$1.36M	Sell	21,825 -2,185	-9%	-$145K	0.14%	69
2024 Q4	$1.59M	Hold	24,010	–	–	0.17%	67
2024 Q3	$1.57M	Hold	24,010	–	–	0.18%	65
2024 Q2	$1.48M	Hold	24,010	–	–	0.2%	63
2024 Q1	$1.47M	Hold	24,010	–	–	0.21%	57
2023 Q4	$1.35M	Hold	24,010	–	–	0.21%	53
2023 Q3	$1.19M	Hold	24,010	–	–	0.22%	54
2023 Q2	$1.24M	Hold	24,010	–	–	0.25%	51
2023 Q1	$1.16M	Hold	24,010	–	–	0.26%	55
2022 Q4	$1.1M	Hold	24,010	–	–	0.25%	53
2022 Q3	$1.02M	Buy	+24,010	New	+$1.13M	0.27%	48

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Diversified Portfolios Inc's AVSU Position: Q1 2026 in Review

Diversified Portfolios Inc held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 21,393 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #76.

Diversified Portfolios Inc first reported a position in AVSU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Diversified Portfolios Inc held 21,393 shares of Avantis Responsible US Equity ETF worth $1.58M as of Q1 2026.
Diversified Portfolios Inc left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
Avantis Responsible US Equity ETF made up 0.13% of Diversified Portfolios Inc's portfolio in Q1 2026, its #76 holding.
Diversified Portfolios Inc first reported a position in Avantis Responsible US Equity ETF in Q3 2022 and has held it in 15 quarters since.
Diversified Portfolios Inc's Avantis Responsible US Equity ETF position peaked at $1.63M in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.