Diversify Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Diversify Wealth Management’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	$18M	Buy	143,881 +1,060	+0.7%	+$126K	0.3%	66
2026 Q1	$16.9M	Buy	142,821 +37,294	+35%	+$4.11M	0.3%	62
2025 Q4	$11.3M	Buy	105,527 +7,712	+8%	+$772K	0.53%	38
2025 Q3	$9.57M	Buy	97,815 +34	+0%	+$3.29K	0.55%	34
2025 Q2	$9.33M	Buy	97,781 +6,871	+8%	+$592K	0.58%	32
2025 Q1	$7.6M	Buy	90,910 +13,848	+18%	+$1.3M	0.56%	35
2024 Q4	$7.3M	Buy	77,062 +1,997	+3%	+$198K	0.57%	40
2024 Q3	$7.14M	Buy	75,065 +68,172	+989%	+$6.37M	0.69%	33
2024 Q2	$613K	Buy	+6,893	New	+$624K	0.08%	231

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

Diversify Wealth Management's AVUV Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.74% in Q2 2026, buying an estimated $126K and bringing the position to 143,881 shares worth $18M. The position accounts for 0.3% of the portfolio, ranked #66.

Diversify Wealth Management first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Diversify Wealth Management held 143,881 shares of Avantis US Small Cap Value ETF worth $18M as of Q2 2026.
Diversify Wealth Management bought 1,060 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $126K.
Avantis US Small Cap Value ETF made up 0.3% of Diversify Wealth Management's portfolio in Q2 2026, its #66 holding.
Diversify Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.