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 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 $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's AVUV Position: Q1 2026 in Review

Financial Engines Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.4% in Q1 2026, selling an estimated $74.5K and leaving 14,660 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Financial Engines Advisors first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.47M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Financial Engines Advisors held 14,660 shares of Avantis US Small Cap Value ETF worth $1.62M as of Q1 2026.
Financial Engines Advisors sold 677 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $74.5K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #248 holding.
Financial Engines Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Financial Engines Advisors's Avantis US Small Cap Value ETF position peaked at $4.47M in Q4 2024.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.