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

Foundry Financial Group’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	$369K	Sell	3,337 -29,919	-90%	-$3.29M	0.18%	47
2025 Q4	$3.39M	Buy	33,256 +746	+2%	+$74.6K	1.7%	17
2025 Q3	$3.24M	Sell	32,510 -347	-1%	-$33.6K	1.7%	18
2025 Q2	$2.99M	Buy	32,857 +5,076	+18%	+$437K	1.7%	18
2025 Q1	$2.42M	Sell	27,781 -4,741	-15%	-$445K	1.49%	21
2024 Q4	$3.14M	Buy	+32,522	New	+$3.23M	1.94%	20

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundry Financial Group's AVUV Position: Q1 2026 in Review

Foundry Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 90% in Q1 2026, selling an estimated $3.29M and leaving 3,337 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #47.

Foundry Financial Group first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.39M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Foundry Financial Group held 3,337 shares of Avantis US Small Cap Value ETF worth $369K as of Q1 2026.
Foundry Financial Group sold 29,919 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $3.29M.
Avantis US Small Cap Value ETF made up 0.18% of Foundry Financial Group's portfolio in Q1 2026, its #47 holding.
Foundry Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Foundry Financial Group's Avantis US Small Cap Value ETF position peaked at $3.39M in Q4 2025.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.