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BFC Planning, Inc.’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BFC Planning, Inc.’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 		$179K Sell
1,434
-58
-4% -$6.92K 0.01% 976
2026
Q1 		$165K Buy
1,492
+34
+2% +$3.74K 0.01% 941
2025
Q4 		$149K Buy
1,458
+55
+4% +$5.5K 0.01% 987
2025
Q3 		$140K Buy
1,403
+37
+3% +$3.58K 0.01% 792
2025
Q2 		$124K Buy
+1,366
New +$118K 0.01% 798

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BFC Planning, Inc.'s AVUV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.9% in Q2 2026, selling an estimated $6.92K and leaving 1,434 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #976.

BFC Planning, Inc. first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,155 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BFC Planning, Inc. held 1,434 shares of Avantis US Small Cap Value ETF worth $179K as of Q2 2026.
  • BFC Planning, Inc. sold 58 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $6.92K.
  • Avantis US Small Cap Value ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #976 holding.
  • BFC Planning, Inc. first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,155 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.