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Intelligence Driven Advisers’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Intelligence Driven Advisers’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 		$11.9M Buy
101,145
+395
+0.4% +$49.3K 2.06% 12
2026
Q2 		$12.6M Sell
100,750
-684
-0.7% -$81.6K 2.04% 12
2026
Q1 		$11.2M Sell
101,434
-33,952
-25% -$3.74M 1.95% 13
2025
Q4 		$13.8M Sell
135,386
-131,475
-49% -$13.2M 1.97% 14
2025
Q3 		$26.6M Buy
266,861
+5,412
+2% +$524K 3.68% 8
2025
Q2 		$23.8M Buy
261,449
+32,751
+14% +$2.82M 3.59% 10
2025
Q1 		$19.9M Buy
228,698
+343
+0.2% +$32.2K 3.84% 9
2024
Q4 		$22M Sell
228,355
-88,537
-28% -$8.8M 4.15% 9
2024
Q3 		$30.4M Sell
316,892
-8,765
-3% -$819K 4.35% 8
2024
Q2 		$29.2M Buy
325,657
+10,713
+3% +$970K 4.14% 8
2024
Q1 		$29.5M Sell
314,944
-143,079
-31% -$12.7M 4.36% 8
2023
Q4 		$39.9M Buy
458,023
+254,676
+125% +$20.4M 6.45% 7
2023
Q3 		$15.3M Buy
203,347
+17,223
+9% +$1.38M 2.71% 11
2023
Q2 		$14.1M Buy
186,124
+24,180
+15% +$1.78M 2.48% 12
2023
Q1 		$11.7M Sell
161,944
-15,049
-9% -$1.18M 2.11% 15
2022
Q4 		$13.5M Buy
+176,993
New +$13.3M 2.48% 13

Other funds holding AVUV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Intelligence Driven Advisers's AVUV Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.39% in Q3 2026, buying an estimated $49.3K and bringing the position to 101,145 shares worth $11.9M. The position accounts for 2.06% of the portfolio, ranked #12.

Intelligence Driven Advisers first reported a position in AVUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $39.9M in Q4 2023. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Intelligence Driven Advisers held 101,145 shares of Avantis US Small Cap Value ETF worth $11.9M as of Q3 2026.
  • Intelligence Driven Advisers bought 395 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $49.3K.
  • Avantis US Small Cap Value ETF made up 2.06% of Intelligence Driven Advisers's portfolio in Q3 2026, its #12 holding.
  • Intelligence Driven Advisers first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Intelligence Driven Advisers's Avantis US Small Cap Value ETF position peaked at $39.9M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.