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

Pineridge 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
2025 Q3	$2.44K	Buy	25 +1	+4%	+$97	﹤0.01%	355
2025 Q2	$2.22K	Hold	24	–	–	﹤0.01%	406
2025 Q1	$2.12K	Hold	24	–	–	﹤0.01%	407
2024 Q4	$2.34K	Hold	24	–	–	﹤0.01%	465
2024 Q3	$2.31K	Hold	24	–	–	﹤0.01%	433
2024 Q2	$2.15K	Hold	24	–	–	﹤0.01%	468
2024 Q1	$2.25K	Hold	24	–	–	﹤0.01%	460
2023 Q4	$2.15K	Buy	+24	New	+$1.92K	﹤0.01%	613

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Pineridge Advisors's AVUV Position: Q3 2025 in Review

Pineridge Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.2% in Q3 2025, buying an estimated $97 and bringing the position to 25 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Pineridge Advisors first reported a position in AVUV in Q4 2023 and has held it in 8 quarters since. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

Pineridge Advisors held 25 shares of Avantis US Small Cap Value ETF worth $2.44K as of Q3 2025.
Pineridge Advisors bought 1 Avantis US Small Cap Value ETF share in Q3 2025, an estimated $97.
Avantis US Small Cap Value ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #355 holding.
Pineridge Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.