JFG
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JDM Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JDM Financial Group’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 		$37.3K Buy
299
+126
+73% +$15K 0.01% 127
2026
Q1 		$19.1K Hold
173
– – 0.01% 145
2025
Q4 		$17.6K Hold
173
– – 0.01% 148
2025
Q3 		$17.2K Hold
173
– – 0.01% 149
2025
Q2 		$15.8K Hold
173
– – 0.01% 143
2025
Q1 		$15.1K Sell
173
-196
-53% -$18.4K 0.01% 141
2024
Q4 		$35.6K Buy
369
+196
+113% +$19.5K 0.02% 101
2024
Q3 		$16.6K Buy
+173
New +$16.2K 0.01% 138

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JDM Financial Group's AVUV Position: Q2 2026 in Review

JDM Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 73% in Q2 2026, buying an estimated $15K and bringing the position to 299 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #127.

JDM Financial Group first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • JDM Financial Group held 299 shares of Avantis US Small Cap Value ETF worth $37.3K as of Q2 2026.
  • JDM Financial Group bought 126 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $15K.
  • Avantis US Small Cap Value ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #127 holding.
  • JDM Financial Group first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.