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

Diversified Portfolios Inc’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	$878K	Buy	7,900 +2,005	+34%	+$230K	0.07%	100
2025 Q4	$659K	Buy	5,895 +90	+2%	+$9.91K	0.05%	119
2025 Q3	$631K	Hold	5,805	–	–	0.06%	111
2025 Q2	$585K	Hold	5,805	–	–	0.06%	109
2025 Q1	$536K	Hold	5,805	–	–	0.06%	106
2024 Q4	$563K	Hold	5,805	–	–	0.06%	106
2024 Q3	$552K	Hold	5,805	–	–	0.06%	103
2024 Q2	$524K	Hold	5,805	–	–	0.07%	101
2024 Q1	$520K	Hold	5,805	–	–	0.07%	96
2023 Q4	$473K	Sell	5,805 -421	-7%	-$31.9K	0.07%	94
2023 Q3	$456K	Sell	6,226 -440	-7%	-$33.4K	0.09%	89
2023 Q2	$501K	Sell	6,666 -250	-4%	-$17.9K	0.1%	85
2023 Q1	$490K	Hold	6,916	–	–	0.11%	89
2022 Q4	$470K	Sell	6,916 -353	-5%	-$24.1K	0.11%	89
2022 Q3	$453K	Sell	7,269 -814	-10%	-$55.9K	0.12%	85
2022 Q2	$526K	Buy	+8,083	New	+$574K	0.15%	69

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

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

Diversified Portfolios Inc increased its Avantis US Equity ETF (AVUS) stake by 34% in Q1 2026, buying an estimated $230K and bringing the position to 7,900 shares worth $878K. The position accounts for 0.07% of the portfolio, ranked #100.

Diversified Portfolios Inc first reported a position in AVUS in Q2 2022 and has held it in 16 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Diversified Portfolios Inc held 7,900 shares of Avantis US Equity ETF worth $878K as of Q1 2026.
Diversified Portfolios Inc bought 2,005 Avantis US Equity ETF shares in Q1 2026, an estimated $230K.
Avantis US Equity ETF made up 0.07% of Diversified Portfolios Inc's portfolio in Q1 2026, its #100 holding.
Diversified Portfolios Inc first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 16 quarters since.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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