Family Investment Center’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Family Investment Center’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	$16.9M	Buy	135,283 +3,867	+3%	+$461K	2.8%	10
2026 Q1	$14.5M	Sell	131,416 -40,370	-24%	-$4.44M	2.79%	11
2025 Q4	$17.5M	Sell	171,786 -1,455	-0.8%	-$146K	3.54%	9
2025 Q3	$17.2M	Sell	173,241 -187	-0.1%	-$18.1K	3.58%	9
2025 Q2	$15.8M	Buy	173,428 +6,143	+4%	+$529K	3.58%	8
2025 Q1	$14.6M	Sell	167,285 -67,354	-29%	-$6.33M	3.56%	8
2024 Q4	$22.6M	Sell	234,639 -13,646	-5%	-$1.36M	5.74%	5
2024 Q3	$23.8M	Buy	248,285 +1,719	+0.7%	+$161K	5.98%	5
2024 Q2	$22.1M	Buy	246,566 +13,539	+6%	+$1.23M	6.6%	4
2024 Q1	$21.8M	Buy	233,027 +58,301	+33%	+$5.16M	7.04%	5
2023 Q4	$15.7M	Buy	174,726 +78,681	+82%	+$6.29M	7.89%	4
2023 Q3	$7.49M	Buy	+96,045	New	+$7.72M	4.52%	7

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Family Investment Center's AVUV Position: Q2 2026 in Review

Family Investment Center increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, buying an estimated $461K and bringing the position to 135,283 shares worth $16.9M. The position accounts for 2.8% of the portfolio, ranked #10.

Family Investment Center first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.8M in Q3 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Family Investment Center held 135,283 shares of Avantis US Small Cap Value ETF worth $16.9M as of Q2 2026.
Family Investment Center bought 3,867 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $461K.
Avantis US Small Cap Value ETF made up 2.8% of Family Investment Center's portfolio in Q2 2026, its #10 holding.
Family Investment Center first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Family Investment Center's Avantis US Small Cap Value ETF position peaked at $23.8M in Q3 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.