Ocean Park Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ocean Park Asset Management’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	$18.9M	Buy	151,814 +92,650	+157%	+$11.1M	0.91%	21
2026 Q1	$6.54M	Buy	59,164 +34,742	+142%	+$3.83M	0.38%	31
2025 Q4	$2.49M	Sell	24,422 -132,613	-84%	-$13.3M	0.12%	58
2025 Q3	$15.6M	Buy	+157,035	New	+$15.2M	0.64%	35
2025 Q1	–	Sell	-53,721	Closed	-$5.19M	–	79
2024 Q4	$5.19M	Buy	+53,721	New	+$5.34M	0.18%	48

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Ocean Park Asset Management's AVUV Position: Q2 2026 in Review

Ocean Park Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 157% in Q2 2026, buying an estimated $11.1M and bringing the position to 151,814 shares worth $18.9M. The position accounts for 0.91% of the portfolio, ranked #21.

Ocean Park Asset Management first reported a position in AVUV in Q4 2024 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Ocean Park Asset Management held 151,814 shares of Avantis US Small Cap Value ETF worth $18.9M as of Q2 2026.
Ocean Park Asset Management bought 92,650 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $11.1M.
Avantis US Small Cap Value ETF made up 0.91% of Ocean Park Asset Management's portfolio in Q2 2026, its #21 holding.
Ocean Park Asset Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
376 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.