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

EntreWealth’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	$1.79M	Buy	15,160 +1,095	+8%	+$137K	0.64%	40
2026 Q2	$1.78M	Buy	14,065 +2,153	+18%	+$257K	0.66%	42
2026 Q1	$1.32M	Buy	11,912 +863	+8%	+$95K	0.59%	40
2025 Q4	$1.27M	Buy	11,049 +1,089	+11%	+$109K	0.57%	43
2025 Q3	$991K	Buy	9,960 +1,207	+14%	+$117K	0.51%	43
2025 Q2	$797K	Buy	8,753 +2,292	+35%	+$198K	0.55%	39
2025 Q1	$563K	Buy	6,461 +1,351	+26%	+$127K	0.43%	39
2024 Q4	$485K	Buy	+5,110	New	+$508K	0.45%	38

Other funds holding AVUV

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

EntreWealth's AVUV Position: Q3 2026 in Review

EntreWealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.8% in Q3 2026, buying an estimated $137K and bringing the position to 15,160 shares worth $1.79M. The position accounts for 0.64% of the portfolio, ranked #40.

EntreWealth first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

EntreWealth held 15,160 shares of Avantis US Small Cap Value ETF worth $1.79M as of Q3 2026.
EntreWealth bought 1,095 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $137K.
Avantis US Small Cap Value ETF made up 0.64% of EntreWealth's portfolio in Q3 2026, its #40 holding.
EntreWealth first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
579 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.