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Financial Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Financial Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$706K Hold
9,600
– – 0.13% 40
2025
Q2 		$659K Hold
9,600
– – 0.12% 38
2025
Q1 		$599K Hold
9,600
– – 0.12% 38
2024
Q4 		$635K Hold
9,600
– – 0.12% 36
2024
Q3 		$627K Buy
+9,600
New +$604K 0.12% 35

Other funds holding AVSU

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Financial Advisors's AVSU Position: Q3 2025 in Review

Financial Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q3 2025 at 9,600 shares worth $706K. The position accounts for 0.13% of the portfolio, ranked #40.

Financial Advisors first reported a position in AVSU in Q3 2024 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold AVSU as of Q3 2025.

  • Financial Advisors held 9,600 shares of Avantis Responsible US Equity ETF worth $706K as of Q3 2025.
  • Financial Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q3 2025.
  • Avantis Responsible US Equity ETF made up 0.13% of Financial Advisors's portfolio in Q3 2025, its #40 holding.
  • Financial Advisors first reported a position in Avantis Responsible US Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.