Lutz Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Lutz Financial Services’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	$15.3M	Buy	122,961 +4,516	+4%	+$539K	0.93%	29
2026 Q1	$13.1M	Buy	118,445 +3,868	+3%	+$426K	0.88%	31
2025 Q4	$11.7M	Buy	114,577 +16,099	+16%	+$1.61M	0.79%	33
2025 Q3	$9.8M	Buy	98,478 +5,590	+6%	+$541K	0.71%	36
2025 Q2	$8.46M	Buy	92,888 +19,053	+26%	+$1.64M	0.66%	36
2025 Q1	$6.44M	Sell	73,835 -1,868	-2%	-$176K	0.53%	38
2024 Q4	$7.31M	Buy	75,703 +10,200	+16%	+$1.01M	0.59%	37
2024 Q3	$6.29M	Buy	65,503 +2,332	+4%	+$218K	0.51%	37
2024 Q2	$5.67M	Buy	63,171 +885	+1%	+$80.2K	0.49%	37
2024 Q1	$5.84M	Buy	62,286 +1,143	+2%	+$101K	0.51%	38
2023 Q4	$5.49M	Buy	61,143 +13,539	+28%	+$1.08M	0.52%	38
2023 Q3	$3.71M	Buy	47,604 +7,327	+18%	+$589K	0.4%	46
2023 Q2	$3.13M	Buy	40,277 +3,296	+9%	+$242K	0.34%	46
2023 Q1	$2.74M	Buy	36,981 +8,555	+30%	+$670K	0.31%	47
2022 Q4	$2.12M	Buy	28,426 +10,392	+58%	+$782K	0.26%	48
2022 Q3	$1.19M	Buy	+18,034	New	+$1.31M	0.16%	47

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

Lutz Financial Services's AVUV Position: Q2 2026 in Review

Lutz Financial Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.8% in Q2 2026, buying an estimated $539K and bringing the position to 122,961 shares worth $15.3M. The position accounts for 0.93% of the portfolio, ranked #29.

Lutz Financial Services first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Lutz Financial Services held 122,961 shares of Avantis US Small Cap Value ETF worth $15.3M as of Q2 2026.
Lutz Financial Services bought 4,516 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $539K.
Avantis US Small Cap Value ETF made up 0.93% of Lutz Financial Services's portfolio in Q2 2026, its #29 holding.
Lutz Financial Services first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.