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

Independent 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
Q3 		$2.52M Buy
21,373
+6,635
+45% +$827K 0.05% 396
2026
Q2 		$1.84M Buy
14,738
+1,564
+12% +$187K 0.03% 474
2026
Q1 		$1.46M Sell
13,174
-900
-6% -$99.1K 0.03% 506
2025
Q4 		$1.44M Buy
14,074
+271
+2% +$27.1K 0.03% 505
2025
Q3 		$1.37M Buy
13,803
+7,059
+105% +$683K 0.03% 509
2025
Q2 		$614K Buy
6,744
+89
+1% +$7.67K 0.02% 693
2025
Q1 		$580K Buy
6,655
+152
+2% +$14.3K 0.02% 659
2024
Q4 		$628K Buy
6,503
+84
+1% +$8.35K 0.02% 622
2024
Q3 		$616K Sell
6,419
-609
-9% -$56.9K 0.02% 585
2024
Q2 		$631K Buy
7,028
+1,123
+19% +$102K 0.03% 536
2024
Q1 		$553K Buy
5,905
+2,827
+92% +$250K 0.03% 550
2023
Q4 		$276K Buy
+3,078
New +$246K 0.01% 755
2022
Q3 		– Sell
-3,272
Closed -$224K – 749
2022
Q2 		$224K Buy
+3,272
New +$248K 0.02% 603

Other funds holding AVUV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Independent Financial Group's AVUV Position: Q3 2026 in Review

Independent Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 45% in Q3 2026, buying an estimated $827K and bringing the position to 21,373 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #396.

Independent Financial Group first reported a position in AVUV in Q2 2022 and has held it in 13 quarters since. 106 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Independent Financial Group held 21,373 shares of Avantis US Small Cap Value ETF worth $2.52M as of Q3 2026.
  • Independent Financial Group bought 6,635 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $827K.
  • Avantis US Small Cap Value ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #396 holding.
  • Independent Financial Group first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
  • 106 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.