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

Financial Symmetry’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	$586K	Sell	4,696 -426	-8%	-$50.8K	0.2%	36
2026 Q1	$615K	Sell	5,122 -258	-5%	-$28.4K	0.22%	34
2025 Q4	$549K	Hold	5,380	–	–	0.22%	35
2025 Q3	$536K	Buy	5,380 +20	+0.4%	+$1.94K	0.24%	29
2025 Q2	$488K	Buy	5,360 +1,317	+33%	+$114K	0.25%	29
2025 Q1	$352K	Buy	4,043 +943	+30%	+$88.6K	0.22%	32
2024 Q4	$299K	Sell	3,100 -926	-23%	-$92K	0.2%	34
2024 Q3	$386K	Buy	4,026 +5	+0.1%	+$467	0.27%	30
2024 Q2	$361K	Buy	4,021 +1,131	+39%	+$102K	0.28%	26
2024 Q1	$271K	Hold	2,890	–	–	0.24%	31
2023 Q4	$259K	Buy	+2,890	New	+$231K	0.26%	29

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Financial Symmetry's AVUV Position: Q2 2026 in Review

Financial Symmetry reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, selling an estimated $50.8K and leaving 4,696 shares worth $586K. The position accounts for 0.2% of the portfolio, ranked #36.

Financial Symmetry first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q1 2026. 600 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Financial Symmetry held 4,696 shares of Avantis US Small Cap Value ETF worth $586K as of Q2 2026.
Financial Symmetry sold 426 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $50.8K.
Avantis US Small Cap Value ETF made up 0.2% of Financial Symmetry's portfolio in Q2 2026, its #36 holding.
Financial Symmetry first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Financial Symmetry's Avantis US Small Cap Value ETF position peaked at $615K in Q1 2026.
600 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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