Merkkuri Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Merkkuri Wealth 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	$1.04M	Buy	8,366 +354	+4%	+$42.2K	0.65%	40
2026 Q1	$885K	Buy	8,012 +22	+0.3%	+$2.42K	0.59%	44
2025 Q4	$815K	Sell	7,990 -334	-4%	-$33.4K	0.55%	47
2025 Q3	$828K	Sell	8,324 -7,224	-46%	-$699K	0.6%	42
2025 Q2	$1.42M	Buy	15,548 +2,306	+17%	+$199K	1.08%	31
2025 Q1	$1.15M	Sell	13,242 -26	-0.2%	-$2.44K	0.99%	32
2024 Q4	$1.28M	Sell	13,268 -6,449	-33%	-$641K	1.01%	32
2024 Q3	$1.89M	Buy	19,717 +544	+3%	+$50.8K	1.49%	18
2024 Q2	$1.72M	Buy	+19,173	New	+$1.74M	1.58%	15

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

Merkkuri Wealth Advisors's AVUV Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.4% in Q2 2026, buying an estimated $42.2K and bringing the position to 8,366 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #40.

Merkkuri Wealth Advisors first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Merkkuri Wealth Advisors held 8,366 shares of Avantis US Small Cap Value ETF worth $1.04M as of Q2 2026.
Merkkuri Wealth Advisors bought 354 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $42.2K.
Avantis US Small Cap Value ETF made up 0.65% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Merkkuri Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1.89M in Q3 2024.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.