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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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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. 228 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.
  • 228 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.