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Dynamic Advisor Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Dynamic Advisor Solutions’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 		$3.86M Buy
30,908
+1,999
+7% +$238K 0.11% 200
2026
Q1 		$3.19M Buy
28,909
+571
+2% +$62.9K 0.1% 218
2025
Q4 		$2.89M Buy
28,338
+1,022
+4% +$102K 0.09% 228
2025
Q3 		$2.72M Buy
27,316
+285
+1% +$27.6K 0.08% 253
2025
Q2 		$2.46M Buy
27,031
+1,317
+5% +$114K 0.08% 263
2025
Q1 		$2.24M Buy
25,714
+614
+2% +$57.7K 0.07% 262
2024
Q4 		$2.42M Buy
25,100
+453
+2% +$45K 0.1% 183
2024
Q3 		$2.36M Buy
24,647
+1,709
+7% +$160K 0.07% 266
2024
Q2 		$2.06M Buy
22,938
+3,245
+16% +$294K 0.06% 286
2024
Q1 		$1.85M Buy
19,693
+519
+3% +$45.9K 0.06% 310
2023
Q4 		$1.68M Sell
19,174
-1,314
-6% -$105K 0.06% 308
2023
Q3 		$1.6M Buy
20,488
+6,304
+44% +$506K 0.08% 274
2023
Q2 		$1.1M Buy
14,184
+554
+4% +$40.7K 0.06% 319
2023
Q1 		$1.01M Buy
13,630
+1,669
+14% +$131K 0.06% 316
2022
Q4 		$891K Sell
11,961
-411
-3% -$30.9K 0.06% 301
2022
Q3 		$818K Buy
12,372
+250
+2% +$18.2K 0.06% 286
2022
Q2 		$829K Buy
+12,122
New +$918K 0.06% 284

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dynamic Advisor Solutions's AVUV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.9% in Q2 2026, buying an estimated $238K and bringing the position to 30,908 shares worth $3.86M. The position accounts for 0.11% of the portfolio, ranked #200.

Dynamic Advisor Solutions first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Dynamic Advisor Solutions held 30,908 shares of Avantis US Small Cap Value ETF worth $3.86M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,999 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $238K.
  • Avantis US Small Cap Value ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #200 holding.
  • Dynamic Advisor Solutions first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.