Morris Financial Concepts’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Morris Financial Concepts’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	$20.5K	Sell	164 -33	-17%	-$3.94K	0.01%	170
2026 Q1	$21.8K	Sell	197 -64	-25%	-$7.05K	0.01%	167
2025 Q4	$26.6K	Hold	261	–	–	0.01%	163
2025 Q3	$26K	Hold	261	–	–	0.01%	168
2025 Q2	$23.8K	Hold	261	–	–	0.01%	166
2025 Q1	$22.8K	Sell	261 -25	-9%	-$2.35K	0.01%	165
2024 Q4	$27.6K	Buy	286 +6	+2%	+$596	0.01%	153
2024 Q3	$26.9K	Buy	280 +5	+2%	+$467	0.01%	158
2024 Q2	$24.7K	Buy	275 +73	+36%	+$6.61K	0.01%	132
2024 Q1	$18.9K	Hold	202	–	–	0.01%	132
2023 Q4	$18.1K	Hold	202	–	–	0.01%	128
2023 Q3	$15.7K	Hold	202	–	–	0.01%	119
2023 Q2	$15.7K	Hold	202	–	–	0.01%	122
2023 Q1	$15K	Sell	202 -1	-0.5%	-$78	0.01%	120
2022 Q4	$15.1K	Buy	+203	New	+$15.3K	0.01%	111

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

Morris Financial Concepts's AVUV Position: Q2 2026 in Review

Morris Financial Concepts reduced its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q2 2026, selling an estimated $3.94K and leaving 164 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #170.

Morris Financial Concepts first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.6K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Morris Financial Concepts held 164 shares of Avantis US Small Cap Value ETF worth $20.5K as of Q2 2026.
Morris Financial Concepts sold 33 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $3.94K.
Avantis US Small Cap Value ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #170 holding.
Morris Financial Concepts first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Morris Financial Concepts's Avantis US Small Cap Value ETF position peaked at $27.6K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.