PUREfi Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

PUREfi Wealth’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	$464K	Buy	+3,938	New	+$491K	0.22%	110

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

PUREfi Wealth's AVUV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 3,938 shares worth $464K. The stake represents 0.22% of the portfolio and ranks #110 among its holdings.

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

PUREfi Wealth held 3,938 shares of Avantis US Small Cap Value ETF worth $464K as of Q3 2026.
Avantis US Small Cap Value ETF was a new PUREfi Wealth position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.22% of PUREfi Wealth's portfolio in Q3 2026, its #110 holding.
630 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.