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

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

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. 1,143 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.
1,143 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.