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

Prism 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	$17.2M	Buy	+143,316	New	+$17.9M	4.32%	4

Other funds holding AVUV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prism Advisors's AVUV Position: Q3 2026 in Review

Prism Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 143,316 shares worth $17.2M. The stake represents 4.32% of the portfolio and ranks #4 among its holdings.

69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Prism Advisors held 143,316 shares of Avantis US Small Cap Value ETF worth $17.2M as of Q3 2026.
Avantis US Small Cap Value ETF was a new Prism Advisors position in Q3 2026.
Avantis US Small Cap Value ETF made up 4.32% of Prism Advisors's portfolio in Q3 2026, its #4 holding.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.