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 Q2	–	Sell	-3,337	Closed	-$369K	–	81
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 $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

Foundry Financial Group's AVUV Position: Q2 2026 in Review

Foundry Financial Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 3,337 shares — an estimated $369K sold.

Foundry Financial Group first reported a position in AVUV in Q4 2024 and held it in 6 quarters. The position peaked at $3.39M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Foundry Financial Group reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Foundry Financial Group sold 3,337 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $369K.
Foundry Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
Foundry Financial Group's Avantis US Small Cap Value ETF position peaked at $3.39M in Q4 2025.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.