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

Oak 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	$9.85M	Buy	78,939 +1,206	+2%	+$144K	4.72%	7
2026 Q1	$8.59M	Sell	77,733 -192	-0.2%	-$21.1K	4.72%	7
2025 Q4	$7.95M	Sell	77,925 -4,200	-5%	-$420K	4.56%	7
2025 Q3	$8.17M	Buy	82,125 +220	+0.3%	+$21.3K	4.75%	7
2025 Q2	$7.46M	Sell	81,905 -1,426	-2%	-$123K	4.79%	7
2025 Q1	$7.26M	Buy	83,331 +2,879	+4%	+$271K	5.37%	6
2024 Q4	$7.77M	Buy	+80,452	New	+$7.99M	5.97%	5

Other funds holding AVUV

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Oak Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q2 2026, buying an estimated $144K and bringing the position to 78,939 shares worth $9.85M. The position accounts for 4.72% of the portfolio, ranked #7.

Oak Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Oak Wealth Advisors held 78,939 shares of Avantis US Small Cap Value ETF worth $9.85M as of Q2 2026.
Oak Wealth Advisors bought 1,206 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $144K.
Avantis US Small Cap Value ETF made up 4.72% of Oak Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Oak Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
569 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.