Diversified Portfolios Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Diversified Portfolios Inc’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	$9.06M	Buy	72,592 +1,108	+2%	+$132K	0.66%	33
2026 Q1	$7.9M	Buy	71,484 +4,744	+7%	+$522K	0.65%	31
2025 Q4	$6.81M	Buy	66,740 +1,652	+3%	+$165K	0.57%	35
2025 Q3	$6.48M	Buy	65,088 +3,467	+6%	+$335K	0.57%	34
2025 Q2	$5.61M	Buy	61,621 +11,804	+24%	+$1.02M	0.54%	37
2025 Q1	$4.34M	Buy	49,817 +1,924	+4%	+$181K	0.46%	43
2024 Q4	$4.62M	Buy	47,893 +442	+0.9%	+$43.9K	0.5%	42
2024 Q3	$4.55M	Buy	47,451 +8,180	+21%	+$765K	0.51%	40
2024 Q2	$3.52M	Buy	39,271 +4,336	+12%	+$393K	0.46%	40
2024 Q1	$3.27M	Buy	34,935 +9,504	+37%	+$841K	0.46%	40
2023 Q4	$2.28M	Buy	25,431 +8,882	+54%	+$711K	0.36%	46
2023 Q3	$1.29M	Buy	16,549 +556	+3%	+$44.7K	0.24%	51
2023 Q2	$1.24M	Buy	15,993 +6,110	+62%	+$449K	0.25%	50
2023 Q1	$732K	Buy	9,883 +1,446	+17%	+$113K	0.16%	72
2022 Q4	$629K	Buy	8,437 +512	+6%	+$38.5K	0.14%	78
2022 Q3	$524K	Buy	7,925 +2,229	+39%	+$163K	0.14%	75
2022 Q2	$389K	Buy	5,696 +119	+2%	+$9.01K	0.11%	92
2022 Q1	$445K	Buy	5,577 +593	+12%	+$47K	0.11%	93
2021 Q4	$397K	Buy	+4,984	New	+$397K	0.1%	98

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

Diversified Portfolios Inc's AVUV Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, buying an estimated $132K and bringing the position to 72,592 shares worth $9.06M. The position accounts for 0.66% of the portfolio, ranked #33.

Diversified Portfolios Inc first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Diversified Portfolios Inc held 72,592 shares of Avantis US Small Cap Value ETF worth $9.06M as of Q2 2026.
Diversified Portfolios Inc bought 1,108 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $132K.
Avantis US Small Cap Value ETF made up 0.66% of Diversified Portfolios Inc's portfolio in Q2 2026, its #33 holding.
Diversified Portfolios Inc first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.