Pacific Life Fund Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pacific Life Fund 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	$11.3M	Sell	90,333 -1,906	-2%	-$227K	1.24%	21
2026 Q1	$10.2M	Buy	92,239 +17,055	+23%	+$1.88M	1.17%	19
2025 Q4	$7.67M	Sell	75,184 -34,234	-31%	-$3.43M	0.79%	19
2025 Q3	$10.9M	Sell	109,418 -28,947	-21%	-$2.8M	1.12%	18
2025 Q2	$12.6M	Sell	138,365 -17,012	-11%	-$1.47M	1.35%	18
2025 Q1	$13.5M	Buy	155,377 +69,137	+80%	+$6.5M	1.52%	17
2024 Q4	$8.32M	Buy	+86,240	New	+$8.57M	0.86%	19
2024 Q1	–	Sell	-79,521	Closed	-$7.14M	–	20
2023 Q4	$7.14M	Sell	79,521 -1,840	-2%	-$147K	0.71%	18
2023 Q3	$6.34M	Buy	81,361 +58,700	+259%	+$4.72M	0.67%	18
2023 Q2	$1.76M	Buy	22,661 +556	+3%	+$40.9K	0.18%	19
2023 Q1	$1.64M	Buy	22,105 +874	+4%	+$68.5K	0.58%	8
2022 Q4	$1.58M	Buy	+21,231	New	+$1.6M	0.56%	8

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

Pacific Life Fund Advisors's AVUV Position: Q2 2026 in Review

Pacific Life Fund Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q2 2026, selling an estimated $227K and leaving 90,333 shares worth $11.3M. The position accounts for 1.24% of the portfolio, ranked #21.

Pacific Life Fund Advisors first reported a position in AVUV in Q4 2022 and has held it in 12 quarters since. The position peaked at $13.5M in Q1 2025. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Pacific Life Fund Advisors held 90,333 shares of Avantis US Small Cap Value ETF worth $11.3M as of Q2 2026.
Pacific Life Fund Advisors sold 1,906 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $227K.
Avantis US Small Cap Value ETF made up 1.24% of Pacific Life Fund Advisors's portfolio in Q2 2026, its #21 holding.
Pacific Life Fund Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
Pacific Life Fund Advisors's Avantis US Small Cap Value ETF position peaked at $13.5M in Q1 2025.
1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Pacific Life Fund Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.