Efficient Frontier Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Efficient Frontier Advisors’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
2025 Q2	$306K	Buy	+3,355	New	+$289K	0.19%	19

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Efficient Frontier Advisors's AVUV Position: Q2 2025 in Review

Efficient Frontier Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2025: 3,355 shares worth $306K. The stake represents 0.19% of the portfolio and ranks #19 among its holdings.

859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Efficient Frontier Advisors held 3,355 shares of Avantis US Small Cap Value ETF worth $306K as of Q2 2025.
Avantis US Small Cap Value ETF was a new Efficient Frontier Advisors position in Q2 2025.
Avantis US Small Cap Value ETF made up 0.19% of Efficient Frontier Advisors's portfolio in Q2 2025, its #19 holding.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.