Fermata Advisors
AVUV icon

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
Q3 		$207K Sell
1,761
-74
-4% -$9.23K 0.04% 277
2026
Q2 		$229K Buy
+1,835
New +$219K 0.05% 238

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fermata Advisors's AVUV Position: Q3 2026 in Review

Fermata Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4% in Q3 2026, selling an estimated $9.23K and leaving 1,761 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #277.

Fermata Advisors first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $229K in Q2 2026. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Fermata Advisors held 1,761 shares of Avantis US Small Cap Value ETF worth $207K as of Q3 2026.
  • Fermata Advisors sold 74 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $9.23K.
  • Avantis US Small Cap Value ETF made up 0.04% of Fermata Advisors's portfolio in Q3 2026, its #277 holding.
  • Fermata Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Fermata Advisors's Avantis US Small Cap Value ETF position peaked at $229K in Q2 2026.
  • 421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.