Newman Dignan & Sheerar Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Newman Dignan & Sheerar Inc’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	–	Sell	-3,150	Closed	-$348K	–	198
2026 Q1	$348K	Hold	3,150	–	–	0.07%	148
2025 Q4	$321K	Buy	+3,150	New	+$315K	0.07%	151
2024 Q3	–	Sell	-3,150	Closed	-$283K	–	188
2024 Q2	$283K	Hold	3,150	–	–	0.07%	150
2024 Q1	$295K	Buy	+3,150	New	+$279K	0.08%	145

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

Newman Dignan & Sheerar Inc's AVUV Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 3,150 shares — an estimated $348K sold.

Newman Dignan & Sheerar Inc first reported a position in AVUV in Q1 2024 and held it in 4 quarters. The position peaked at $348K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Newman Dignan & Sheerar Inc reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 3,150 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $348K.
Newman Dignan & Sheerar Inc first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's Avantis US Small Cap Value ETF position peaked at $348K in Q1 2026.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.