JDH Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JDH Wealth Management’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	$3.84M	Sell	30,806 -918	-3%	-$110K	2.34%	14
2026 Q1	$3.5M	Sell	31,724 -323	-1%	-$35.6K	2.36%	13
2025 Q4	$3.27M	Sell	32,047 -230	-0.7%	-$23K	2.24%	13
2025 Q3	$3.21M	Sell	32,277 -1,337	-4%	-$129K	2.28%	13
2025 Q2	$3.06M	Buy	33,614 +2,625	+8%	+$226K	2.35%	13
2025 Q1	$2.7M	Buy	30,989 +7,947	+34%	+$747K	2.32%	14
2024 Q4	$2.22M	Buy	+23,042	New	+$2.29M	1.95%	15

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

JDH Wealth Management's AVUV Position: Q2 2026 in Review

JDH Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, selling an estimated $110K and leaving 30,806 shares worth $3.84M. The position accounts for 2.34% of the portfolio, ranked #14.

JDH Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

JDH Wealth Management held 30,806 shares of Avantis US Small Cap Value ETF worth $3.84M as of Q2 2026.
JDH Wealth Management sold 918 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $110K.
Avantis US Small Cap Value ETF made up 2.34% of JDH Wealth Management's portfolio in Q2 2026, its #14 holding.
JDH Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.