Index Fund Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Index Fund Advisors’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 Q1	$692K	Buy	+6,260	New	+$689K	0.03%	78
2025 Q1	–	Sell	-5,099	Closed	-$492K	–	100
2024 Q4	$492K	Sell	5,099 -227	-4%	-$22.6K	0.03%	64
2024 Q3	$511K	Buy	5,326 +1,483	+39%	+$139K	0.03%	61
2024 Q2	$345K	Buy	3,843 +308	+9%	+$27.9K	0.02%	70
2024 Q1	$331K	Buy	3,535 +240	+7%	+$21.2K	0.02%	72
2023 Q4	$296K	Buy	3,295 +152	+5%	+$12.2K	0.02%	72
2023 Q3	$245K	Buy	3,143 +400	+15%	+$32.1K	0.02%	77
2023 Q2	$213K	Sell	2,743 -3,517	-56%	-$259K	0.01%	79
2023 Q1	$464K	Buy	+6,260	New	+$490K	0.03%	54
2022 Q4	–	Sell	-3,805	Closed	-$252K	–	82
2022 Q3	$252K	Sell	3,805 -17	-0.4%	-$1.24K	0.02%	74
2022 Q2	$261K	Buy	+3,822	New	+$289K	0.02%	72

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Index Fund Advisors's AVUV Position: Q1 2026 in Review

Index Fund Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 6,260 shares worth $692K. The stake represents 0.03% of the portfolio and ranks #78 among its holdings. This is a return to the name: Index Fund Advisors previously reported a position in AVUV as recently as Q4 2024.

Index Fund Advisors first reported a position in AVUV in Q2 2022 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Index Fund Advisors held 6,260 shares of Avantis US Small Cap Value ETF worth $692K as of Q1 2026.
Avantis US Small Cap Value ETF was a new Index Fund Advisors position in Q1 2026.
Avantis US Small Cap Value ETF made up 0.03% of Index Fund Advisors's portfolio in Q1 2026, its #78 holding.
Index Fund Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.