Dynamic Advisor Solutions
AVUV icon

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
Q3 		$3.65M Buy
30,970
+62
+0.2% +$7.73K 0.1% 208
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

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Dynamic Advisor Solutions's AVUV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.2% in Q3 2026, buying an estimated $7.73K and bringing the position to 30,970 shares worth $3.65M. The position accounts for 0.1% of the portfolio, ranked #208.

Dynamic Advisor Solutions first reported a position in AVUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.86M in Q2 2026. 295 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Dynamic Advisor Solutions held 30,970 shares of Avantis US Small Cap Value ETF worth $3.65M as of Q3 2026.
  • Dynamic Advisor Solutions bought 62 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $7.73K.
  • Avantis US Small Cap Value ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #208 holding.
  • Dynamic Advisor Solutions first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's Avantis US Small Cap Value ETF position peaked at $3.86M in Q2 2026.
  • 295 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.