Legacy Financial Strategies’s Avantis US Equity ETF AVUS Stock Holding History

Legacy Financial Strategies’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245K	Buy	+1,911	New	+$247K	0.04%	132

Other funds holding AVUS

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Financial Strategies's AVUS Position: Q3 2026 in Review

Legacy Financial Strategies opened a new position in Avantis US Equity ETF (AVUS) in Q3 2026: 1,911 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

81 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Legacy Financial Strategies held 1,911 shares of Avantis US Equity ETF worth $245K as of Q3 2026.
Avantis US Equity ETF was a new Legacy Financial Strategies position in Q3 2026.
Avantis US Equity ETF made up 0.04% of Legacy Financial Strategies's portfolio in Q3 2026, its #132 holding.
81 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.