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

Financial Engines 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	$1.83M	Buy	14,705 +45	+0.3%	+$5.37K	﹤0.01%	252
2026 Q1	$1.62M	Sell	14,660 -677	-4%	-$74.5K	﹤0.01%	248
2025 Q4	$1.56M	Sell	15,337 -342	-2%	-$34.2K	﹤0.01%	265
2025 Q3	$1.56M	Sell	15,679 -3,060	-16%	-$296K	﹤0.01%	257
2025 Q2	$1.71M	Sell	18,739 -16,294	-47%	-$1.4M	﹤0.01%	234
2025 Q1	$3.05M	Sell	35,033 -11,262	-24%	-$1.06M	0.01%	162
2024 Q4	$4.47M	Buy	46,295 +16,445	+55%	+$1.63M	0.01%	144
2024 Q3	$2.86M	Sell	29,850 -3,140	-10%	-$293K	0.01%	156
2024 Q2	$2.96M	Buy	32,990 +28,630	+657%	+$2.59M	0.01%	146
2024 Q1	$409K	Buy	+4,360	New	+$386K	﹤0.01%	260

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

Financial Engines Advisors's AVUV Position: Q2 2026 in Review

Financial Engines Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.31% in Q2 2026, buying an estimated $5.37K and bringing the position to 14,705 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Financial Engines Advisors first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.47M in Q4 2024. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Financial Engines Advisors held 14,705 shares of Avantis US Small Cap Value ETF worth $1.83M as of Q2 2026.
Financial Engines Advisors bought 45 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $5.37K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #252 holding.
Financial Engines Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Financial Engines Advisors's Avantis US Small Cap Value ETF position peaked at $4.47M in Q4 2024.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.