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Geometric Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Geometric Wealth Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.1M Buy
445,778
+9,677
+2% +$1.19M 6.18% 4
2026
Q1 		$48.5M Buy
436,101
+49,857
+13% +$5.71M 6.07% 4
2025
Q4 		$43.2M Sell
386,244
-2,159
-0.6% -$238K 5.55% 4
2025
Q3 		$42.2M Buy
388,403
+842
+0.2% +$88.4K 5.63% 4
2025
Q2 		$39.1M Buy
387,561
+137,238
+55% +$12.8M 5.84% 4
2025
Q1 		$23.1M Buy
250,323
+198,864
+386% +$19.4M 3.95% 3
2024
Q4 		$4.99M Buy
51,459
+180
+0.4% +$17.7K 0.91% 7
2024
Q3 		$4.88M Buy
51,279
+1,717
+3% +$158K 0.9% 6
2024
Q2 		$4.47M Sell
49,562
-3,263
-6% -$288K 0.92% 5
2024
Q1 		$4.73M Hold
52,825
– – 1.12% 5
2023
Q4 		$4.31M Hold
52,825
– – 1.14% 4
2023
Q3 		$3.87M Hold
52,825
– – 1.21% 4
2023
Q2 		$4.03M Hold
52,825
– – 1.25% 3
2023
Q1 		$3.73M Buy
52,825
+43
+0.1% +$3.04K 1.3% 3
2022
Q4 		$3.59M Buy
52,782
+33,598
+175% +$2.3M 1.45% 3
2022
Q3 		$1.2M Sell
19,184
-138,977
-88% -$9.54M 0.58% 4
2022
Q2 		$10.3M Buy
+158,161
New +$11.2M 5.13% 3

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Geometric Wealth Advisors's AVUS Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 2.2% in Q2 2026, buying an estimated $1.19M and bringing the position to 445,778 shares worth $57.1M. The position accounts for 6.18% of the portfolio, ranked #4.

Geometric Wealth Advisors first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Geometric Wealth Advisors held 445,778 shares of Avantis US Equity ETF worth $57.1M as of Q2 2026.
  • Geometric Wealth Advisors bought 9,677 Avantis US Equity ETF shares in Q2 2026, an estimated $1.19M.
  • Avantis US Equity ETF made up 6.18% of Geometric Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Geometric Wealth Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.