FPI
AVUV icon

Financial Plan Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Financial Plan Inc’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 		$5.34M Buy
48,365
+4,499
+10% +$495K 0.57% 23
2025
Q4 		$4.47M Buy
+43,866
New +$4.39M 0.51% 24

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Plan Inc's AVUV Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q1 2026, buying an estimated $495K and bringing the position to 48,365 shares worth $5.34M. The position accounts for 0.57% of the portfolio, ranked #23.

Financial Plan Inc first reported a position in AVUV in Q4 2025 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Financial Plan Inc held 48,365 shares of Avantis US Small Cap Value ETF worth $5.34M as of Q1 2026.
  • Financial Plan Inc bought 4,499 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $495K.
  • Avantis US Small Cap Value ETF made up 0.57% of Financial Plan Inc's portfolio in Q1 2026, its #23 holding.
  • Financial Plan Inc first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.