Diversify Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18M Buy
+143,881
New +$17.2M 0.3% 66
2026
Q1
Sell
-3,283
Closed -$356K 259
2025
Q4
$356K Buy
3,283
+885
+37% +$88.5K 0.01% 713
2025
Q3
$235K Buy
2,398
+225
+10% +$21.8K 0.01% 798
2025
Q2
$207K Buy
+2,173
New +$187K 0.01% 789
2024
Q2
Sell
-9,165
Closed -$852K 642
2024
Q1
$852K Buy
+9,165
New +$811K 0.05% 292

Other funds holding AVUV

Diversify Advisory Services's AVUV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 143,881 shares worth $18M. The stake represents 0.3% of the portfolio and ranks #66 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AVUV as recently as Q4 2025.

Diversify Advisory Services first reported a position in AVUV in Q1 2024 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Diversify Advisory Services held 143,881 shares of Avantis US Small Cap Value ETF worth $18M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Diversify Advisory Services position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.3% of Diversify Advisory Services's portfolio in Q2 2026, its #66 holding.
  • Diversify Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.