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EnRich Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

EnRich Financial Partners’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 		$7.72M Buy
61,876
+6,414
+12% +$765K 1.83% 17
2026
Q1 		$6.13M Buy
55,462
+7,948
+17% +$875K 1.62% 19
2025
Q4 		$4.85M Buy
47,514
+7,625
+19% +$763K 1.32% 20
2025
Q3 		$3.97M Buy
39,889
+2,782
+7% +$269K 1.13% 20
2025
Q2 		$3.38M Buy
37,107
+9,233
+33% +$796K 1.04% 20
2025
Q1 		$2.43M Buy
27,874
+5,295
+23% +$498K 0.82% 20
2024
Q4 		$2.18M Buy
22,579
+6,494
+40% +$645K 0.73% 21
2024
Q3 		$1.54M Buy
16,085
+8,235
+105% +$770K 0.52% 22
2024
Q2 		$704K Buy
7,850
+4,161
+113% +$377K 0.26% 28
2024
Q1 		$346K Buy
3,689
+53
+1% +$4.69K 0.13% 33
2023
Q4 		$327K Buy
+3,636
New +$291K 0.14% 34

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

EnRich Financial Partners's AVUV Position: Q2 2026 in Review

EnRich Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q2 2026, buying an estimated $765K and bringing the position to 61,876 shares worth $7.72M. The position accounts for 1.83% of the portfolio, ranked #17.

EnRich Financial Partners first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • EnRich Financial Partners held 61,876 shares of Avantis US Small Cap Value ETF worth $7.72M as of Q2 2026.
  • EnRich Financial Partners bought 6,414 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $765K.
  • Avantis US Small Cap Value ETF made up 1.83% of EnRich Financial Partners's portfolio in Q2 2026, its #17 holding.
  • EnRich Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.