Financial Symmetry’s Avantis US Equity ETF AVUS Stock Holding History

Financial Symmetry’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Sell	82,343 -92	-0.1%	-$11.3K	3.52%	7
2026 Q1	$10.1M	Buy	82,435 +6,657	+9%	+$762K	3.58%	7
2025 Q4	$8.47M	Sell	75,778 -714	-0.9%	-$78.6K	3.45%	8
2025 Q3	$8.31M	Sell	76,492 -726	-0.9%	-$76.2K	3.73%	8
2025 Q2	$7.79M	Buy	77,218 +24,791	+47%	+$2.32M	4.02%	8
2025 Q1	$4.84M	Sell	52,427 -535	-1%	-$52.1K	2.98%	9
2024 Q4	$5.13M	Sell	52,962 -11,872	-18%	-$1.17M	3.48%	7
2024 Q3	$6.17M	Buy	64,834 +1,581	+2%	+$145K	4.31%	5
2024 Q2	$5.7M	Sell	63,253 -537	-0.8%	-$47.4K	4.44%	5
2024 Q1	$5.71M	Sell	63,790 -35	-0.1%	-$2.96K	5%	5
2023 Q4	$5.23M	Buy	+63,825	New	+$4.83M	5.14%	5

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Financial Symmetry's AVUS Position: Q2 2026 in Review

Financial Symmetry reduced its Avantis US Equity ETF (AVUS) stake by 0.11% in Q2 2026, selling an estimated $11.3K and leaving 82,343 shares worth $10.5M. The position accounts for 3.52% of the portfolio, ranked #7.

Financial Symmetry first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Financial Symmetry held 82,343 shares of Avantis US Equity ETF worth $10.5M as of Q2 2026.
Financial Symmetry sold 92 Avantis US Equity ETF shares in Q2 2026, an estimated $11.3K.
Avantis US Equity ETF made up 3.52% of Financial Symmetry's portfolio in Q2 2026, its #7 holding.
Financial Symmetry first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
285 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.