EF
AVUV icon

Empirical Finance’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Empirical Finance’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 		$249K Hold
1,992
– – 0.01% 494
2026
Q1 		$220K Buy
+1,992
New +$219K 0.01% 475
2025
Q2 		– Sell
-2,328
Closed -$203K – 517
2025
Q1 		$203K Hold
2,328
– – 0.01% 502
2024
Q4 		$225K Hold
2,328
– – 0.01% 493
2024
Q3 		$223K Hold
2,328
– – 0.01% 499
2024
Q2 		$209K Hold
2,328
– – 0.01% 499
2024
Q1 		$218K Hold
2,328
– – 0.01% 510
2023
Q4 		$209K Buy
+2,328
New +$186K 0.01% 508

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

Empirical Finance's AVUV Position: Q2 2026 in Review

Empirical Finance held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 1,992 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #494.

Empirical Finance first reported a position in AVUV in Q4 2023 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Empirical Finance held 1,992 shares of Avantis US Small Cap Value ETF worth $249K as of Q2 2026.
  • Empirical Finance left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #494 holding.
  • Empirical Finance first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.