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 Q3	$9.6M	Buy	81,582 +2,643	+3%	+$330K	4.31%	7
2026 Q2	$9.8M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

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

Oak Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.3% in Q3 2026, buying an estimated $330K and bringing the position to 81,582 shares worth $9.6M. The position accounts for 4.31% of the portfolio, ranked #7.

Oak Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q2 2026. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Oak Wealth Advisors held 81,582 shares of Avantis US Small Cap Value ETF worth $9.6M as of Q3 2026.
Oak Wealth Advisors bought 2,643 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $330K.
Avantis US Small Cap Value ETF made up 4.31% of Oak Wealth Advisors's portfolio in Q3 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 8 quarters since.
Oak Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $9.8M in Q2 2026.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.