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 Q3	$2.99M	Sell	25,367 -5,439	-18%	-$678K	1.81%	15
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JDH Wealth Management's AVUV Position: Q3 2026 in Review

JDH Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 18% in Q3 2026, selling an estimated $678K and leaving 25,367 shares worth $2.99M. The position accounts for 1.81% of the portfolio, ranked #15.

JDH Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q2 2026. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

JDH Wealth Management held 25,367 shares of Avantis US Small Cap Value ETF worth $2.99M as of Q3 2026.
JDH Wealth Management sold 5,439 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $678K.
Avantis US Small Cap Value ETF made up 1.81% of JDH Wealth Management's portfolio in Q3 2026, its #15 holding.
JDH Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
JDH Wealth Management's Avantis US Small Cap Value ETF position peaked at $3.84M in Q2 2026.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.