L.K. Benson & Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

L.K. Benson & Company’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	$3.73M	Sell	29,926 -113	-0.4%	-$13.5K	1.13%	16
2026 Q1	$3.32M	Sell	30,039 -136	-0.5%	-$15K	1.1%	16
2025 Q4	$3.08M	Buy	30,175 +234	+0.8%	+$23.4K	1.54%	17
2025 Q3	$2.98M	Sell	29,941 -636	-2%	-$61.5K	1.61%	17
2025 Q2	$2.79M	Buy	30,577 +527	+2%	+$45.4K	1.71%	15
2025 Q1	$2.62M	Sell	30,050 -395	-1%	-$37.1K	1.81%	11
2024 Q4	$2.94M	Buy	+30,445	New	+$3.02M	2.07%	10

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

L.K. Benson & Company's AVUV Position: Q2 2026 in Review

L.K. Benson & Company reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.38% in Q2 2026, selling an estimated $13.5K and leaving 29,926 shares worth $3.73M. The position accounts for 1.13% of the portfolio, ranked #16.

L.K. Benson & Company 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.

L.K. Benson & Company held 29,926 shares of Avantis US Small Cap Value ETF worth $3.73M as of Q2 2026.
L.K. Benson & Company sold 113 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $13.5K.
Avantis US Small Cap Value ETF made up 1.13% of L.K. Benson & Company's portfolio in Q2 2026, its #16 holding.
L.K. Benson & Company 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 L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.