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

Oceanside 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	$763K	Buy	6,476 +133	+2%	+$16.6K	0.47%	27
2026 Q2	$791K	Sell	6,343 -76	-1%	-$9.06K	0.4%	28
2026 Q1	$709K	Buy	6,419 +680	+12%	+$74.9K	0.4%	26
2025 Q4	$585K	Buy	5,739 +449	+8%	+$44.9K	0.35%	30
2025 Q3	$526K	Buy	5,290 +37	+0.7%	+$3.58K	0.33%	31
2025 Q2	$479K	Sell	5,253 -79	-1%	-$6.81K	0.32%	32
2025 Q1	$465K	Buy	5,332 +116	+2%	+$10.9K	0.34%	31
2024 Q4	$503K	Buy	5,216 +713	+16%	+$70.8K	0.38%	30
2024 Q3	$432K	Buy	4,503 +1	+0%	+$93	0.32%	32
2024 Q2	$404K	Buy	4,502 +27	+0.6%	+$2.44K	0.33%	31
2024 Q1	$419K	Buy	4,475 +69	+2%	+$6.1K	0.35%	31
2023 Q4	$396K	Buy	+4,406	New	+$352K	0.35%	31

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

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Oceanside Advisors's AVUV Position: Q3 2026 in Review

Oceanside Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q3 2026, buying an estimated $16.6K and bringing the position to 6,476 shares worth $763K. The position accounts for 0.47% of the portfolio, ranked #27.

Oceanside Advisors first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $791K in Q2 2026. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Oceanside Advisors held 6,476 shares of Avantis US Small Cap Value ETF worth $763K as of Q3 2026.
Oceanside Advisors bought 133 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $16.6K.
Avantis US Small Cap Value ETF made up 0.47% of Oceanside Advisors's portfolio in Q3 2026, its #27 holding.
Oceanside Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Oceanside Advisors's Avantis US Small Cap Value ETF position peaked at $791K in Q2 2026.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.