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 Q2	$793K	Buy	6,355 +95	+2%	+$11.3K	0.03%	77
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 $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Index Fund Advisors's AVUV Position: Q2 2026 in Review

Index Fund Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 6,355 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #77.

Index Fund Advisors first reported a position in AVUV in Q2 2022 and has held it in 12 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Index Fund Advisors held 6,355 shares of Avantis US Small Cap Value ETF worth $793K as of Q2 2026.
Index Fund Advisors bought 95 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $11.3K.
Avantis US Small Cap Value ETF made up 0.03% of Index Fund Advisors's portfolio in Q2 2026, its #77 holding.
Index Fund Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.