MFA Wealth Advisors
AVUV icon

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
Q3 		$15.5M Sell
131,467
-1,585
-1% -$198K 2.63% 12
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

MFA Wealth Advisors's AVUV Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q3 2026, selling an estimated $198K and leaving 131,467 shares worth $15.5M. The position accounts for 2.63% of the portfolio, ranked #12.

MFA Wealth Advisors first reported a position in AVUV in Q1 2022 and has held it in 19 quarters since. The position peaked at $17.7M in Q4 2024. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • MFA Wealth Advisors held 131,467 shares of Avantis US Small Cap Value ETF worth $15.5M as of Q3 2026.
  • MFA Wealth Advisors sold 1,585 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $198K.
  • Avantis US Small Cap Value ETF made up 2.63% of MFA Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • MFA Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
  • MFA Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $17.7M in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.