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

Forum Financial Management’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	$1.64M	Sell	13,114 -397	-3%	-$47.4K	0.02%	98
2026 Q1	$1.49M	Sell	13,511 -8	-0.1%	-$881	0.02%	96
2025 Q4	$1.38M	Sell	13,519 -2,088	-13%	-$209K	0.02%	190
2025 Q3	$1.55M	Sell	15,607 -40	-0.3%	-$3.87K	0.02%	163
2025 Q2	$1.43M	Sell	15,647 -650	-4%	-$56K	0.02%	162
2025 Q1	$1.42M	Buy	+16,297	New	+$1.53M	0.02%	164
2024 Q2	–	Sell	-3,883	Closed	-$364K	–	724
2024 Q1	$364K	Sell	3,883 -99	-2%	-$8.76K	0.01%	428
2023 Q4	$358K	Buy	3,982 +546	+16%	+$43.7K	0.01%	390
2023 Q3	$268K	Hold	3,436	–	–	0.01%	459
2023 Q2	$267K	Buy	3,436 +305	+10%	+$22.4K	0.01%	479
2023 Q1	$232K	Buy	+3,131	New	+$245K	0.01%	495

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Forum Financial Management's AVUV Position: Q2 2026 in Review

Forum Financial Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, selling an estimated $47.4K and leaving 13,114 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #98.

Forum Financial Management first reported a position in AVUV in Q1 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Forum Financial Management held 13,114 shares of Avantis US Small Cap Value ETF worth $1.64M as of Q2 2026.
Forum Financial Management sold 397 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $47.4K.
Avantis US Small Cap Value ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #98 holding.
Forum Financial Management first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.