Longview Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Longview Financial Advisors’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	$1.48M	Sell	11,838 -11	-0.1%	-$1.31K	0.86%	21
2026 Q1	$1.31M	Sell	11,849 -3	-0%	-$330	0.8%	23
2025 Q4	$1.21M	Sell	11,852 -227	-2%	-$22.7K	0.82%	24
2025 Q3	$1.2M	Sell	12,079 -247	-2%	-$23.9K	0.86%	21
2025 Q2	$1.12M	Sell	12,326 -1,955	-14%	-$168K	0.95%	19
2025 Q1	$1.24M	Sell	14,281 -49,001	-77%	-$4.6M	1.07%	19
2024 Q4	$6.11M	Buy	63,282 +8,997	+17%	+$894K	4.81%	8
2024 Q3	$5.21M	Sell	54,285 -517	-0.9%	-$48.3K	3.82%	11
2024 Q2	$4.92M	Buy	54,802 +320	+0.6%	+$29K	3.74%	10
2024 Q1	$5.11M	Sell	54,482 -508	-0.9%	-$44.9K	3.83%	10
2023 Q4	$4.94M	Buy	+54,990	New	+$4.4M	3.97%	10

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

Longview Financial Advisors's AVUV Position: Q2 2026 in Review

Longview Financial Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.09% in Q2 2026, selling an estimated $1.31K and leaving 11,838 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #21.

Longview Financial Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Longview Financial Advisors held 11,838 shares of Avantis US Small Cap Value ETF worth $1.48M as of Q2 2026.
Longview Financial Advisors sold 11 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.31K.
Avantis US Small Cap Value ETF made up 0.86% of Longview Financial Advisors's portfolio in Q2 2026, its #21 holding.
Longview Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Avantis US Small Cap Value ETF position peaked at $6.11M in Q4 2024.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.