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

MFA 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 		$16.6M Sell
133,052
-5,578
-4% -$665K 2.83% 10
2026
Q1 		$15.3M Buy
138,630
+2,239
+2% +$247K 3.01% 11
2025
Q4 		$13.9M Buy
136,391
+1,427
+1% +$143K 2.94% 10
2025
Q3 		$13.4M Buy
134,964
+278
+0.2% +$26.9K 2.93% 10
2025
Q2 		$12.3M Sell
134,686
-40,804
-23% -$3.52M 2.88% 9
2025
Q1 		$15.3M Sell
175,490
-8,128
-4% -$764K 3.79% 7
2024
Q4 		$17.7M Buy
183,618
+15,256
+9% +$1.52M 4.54% 6
2024
Q3 		$16.2M Sell
168,362
-9,097
-5% -$850K 3.53% 8
2024
Q2 		$15.9M Buy
177,459
+2,785
+2% +$252K 3.48% 8
2024
Q1 		$16.4M Sell
174,674
-1,488
-0.8% -$132K 4.3% 6
2023
Q4 		$15.8M Buy
176,162
+1,854
+1% +$148K 4.45% 6
2023
Q3 		$13.6M Buy
174,308
+2,596
+2% +$209K 4.22% 6
2023
Q2 		$13.3M Buy
171,712
+5,684
+3% +$418K 4.2% 6
2023
Q1 		$12.3M Buy
166,028
+2,284
+1% +$179K 4.05% 6
2022
Q4 		$12.2M Sell
163,744
-5,902
-3% -$444K 4.42% 6
2022
Q3 		$11.2M Buy
169,646
+7,356
+5% +$536K 4.16% 7
2022
Q2 		$11.1M Buy
162,290
+20,299
+14% +$1.54M 4.05% 7
2022
Q1 		$11.3M Buy
+141,991
New +$11.2M 3.62% 7

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

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

MFA Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4% in Q2 2026, selling an estimated $665K and leaving 133,052 shares worth $16.6M. The position accounts for 2.83% of the portfolio, ranked #10.

MFA Wealth Advisors first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.7M in Q4 2024. 600 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • MFA Wealth Advisors held 133,052 shares of Avantis US Small Cap Value ETF worth $16.6M as of Q2 2026.
  • MFA Wealth Advisors sold 5,578 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $665K.
  • Avantis US Small Cap Value ETF made up 2.83% of MFA Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • MFA Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • MFA Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $17.7M in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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