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

Greater Midwest 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 		$15.1M Sell
120,736
-351
-0.3% -$41.9K 7.51% 2
2026
Q1 		$13.4M Buy
121,087
+58,297
+93% +$6.42M 7.19% 3
2025
Q4 		$6.4M Buy
+62,790
New +$6.28M 3.58% 10
2025
Q2 		– Sell
-144,109
Closed -$12.6M – 57
2025
Q1 		$12.6M Buy
144,109
+8,019
+6% +$753K 8.76% 2
2024
Q4 		$13.1M Buy
+136,090
New +$13.5M 8.32% 3

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greater Midwest Financial Group's AVUV Position: Q2 2026 in Review

Greater Midwest Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.29% in Q2 2026, selling an estimated $41.9K and leaving 120,736 shares worth $15.1M. The position accounts for 7.51% of the portfolio, ranked #2.

Greater Midwest Financial Group first reported a position in AVUV in Q4 2024 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Greater Midwest Financial Group held 120,736 shares of Avantis US Small Cap Value ETF worth $15.1M as of Q2 2026.
  • Greater Midwest Financial Group sold 351 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $41.9K.
  • Avantis US Small Cap Value ETF made up 7.51% of Greater Midwest Financial Group's portfolio in Q2 2026, its #2 holding.
  • Greater Midwest Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.