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

Financial Synergies Wealth 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	$22.6M	Sell	180,780 -4,314	-2%	-$515K	1.91%	12
2026 Q1	$20.4M	Buy	185,094 +1,153	+0.6%	+$127K	1.95%	11
2025 Q4	$18.8M	Buy	183,941 +6,526	+4%	+$653K	1.81%	13
2025 Q3	$17.7M	Buy	177,415 +3,996	+2%	+$387K	1.79%	13
2025 Q2	$15.8M	Buy	173,419 +7,585	+5%	+$654K	1.72%	13
2025 Q1	$14.5M	Buy	165,834 +6,641	+4%	+$624K	1.76%	13
2024 Q4	$15.4M	Buy	159,193 +4,242	+3%	+$421K	1.91%	13
2024 Q3	$14.9M	Buy	154,951 +5,166	+3%	+$483K	1.85%	13
2024 Q2	$13.4M	Buy	149,785 +27,506	+22%	+$2.49M	1.81%	13
2024 Q1	$11.5M	Buy	+122,279	New	+$10.8M	1.5%	16
2023 Q4	–	Sell	-6	Closed	-$473	–	467
2023 Q3	$473	Hold	6	–	–	﹤0.01%	445
2023 Q2	$469	Buy	6 +4	+200%	+$294	﹤0.01%	441
2023 Q1	$149	Buy	+2	New	+$157	﹤0.01%	485

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's AVUV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.3% in Q2 2026, selling an estimated $515K and leaving 180,780 shares worth $22.6M. The position accounts for 1.91% of the portfolio, ranked #12.

Financial Synergies Wealth Advisors first reported a position in AVUV in Q1 2023 and has held it in 13 quarters since. 544 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Financial Synergies Wealth Advisors held 180,780 shares of Avantis US Small Cap Value ETF worth $22.6M as of Q2 2026.
Financial Synergies Wealth Advisors sold 4,314 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $515K.
Avantis US Small Cap Value ETF made up 1.91% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Financial Synergies Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
544 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.