Legacy Financial Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Legacy Financial Strategies’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	$383K	Sell	3,071 -768	-20%	-$91.6K	0.06%	104
2026 Q1	$424K	Sell	3,839 -145	-4%	-$16K	0.08%	86
2025 Q4	$406K	Sell	3,984 -592	-13%	-$59.2K	0.07%	87
2025 Q3	$455K	Sell	4,576 -317	-6%	-$30.7K	0.08%	84
2025 Q2	$446K	Sell	4,893 -18,964	-79%	-$1.63M	0.09%	83
2025 Q1	$2.08M	Sell	23,857 -6,352	-21%	-$597K	0.45%	39
2024 Q4	$2.91M	Sell	30,209 -2,268	-7%	-$225K	0.63%	31
2024 Q3	$3.12M	Buy	32,477 +805	+3%	+$75.2K	0.69%	31
2024 Q2	$2.84M	Buy	31,672 +3,056	+11%	+$277K	0.68%	29
2024 Q1	$2.68M	Buy	+28,616	New	+$2.53M	0.69%	33

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

Legacy Financial Strategies's AVUV Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Avantis US Small Cap Value ETF (AVUV) stake by 20% in Q2 2026, selling an estimated $91.6K and leaving 3,071 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #104.

Legacy Financial Strategies first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.12M in Q3 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Legacy Financial Strategies held 3,071 shares of Avantis US Small Cap Value ETF worth $383K as of Q2 2026.
Legacy Financial Strategies sold 768 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $91.6K.
Avantis US Small Cap Value ETF made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #104 holding.
Legacy Financial Strategies first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Legacy Financial Strategies's Avantis US Small Cap Value ETF position peaked at $3.12M in Q3 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.