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

Fermata 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
2026 Q2	$229K	Buy	+1,835	New	+$219K	0.05%	238

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Fermata Advisors's AVUV Position: Q2 2026 in Review

Fermata Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,835 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings.

222 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Fermata Advisors held 1,835 shares of Avantis US Small Cap Value ETF worth $229K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Fermata Advisors position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #238 holding.
222 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.