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Relyea Zuckerberg Hanson’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Relyea Zuckerberg Hanson’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 		$7.68M Buy
61,542
+2,117
+4% +$253K 0.64% 37
2026
Q1 		$6.56M Sell
59,425
-164
-0.3% -$18.1K 0.66% 39
2025
Q4 		$6.08M Buy
59,589
+101
+0.2% +$10.1K 0.61% 36
2025
Q3 		$5.92M Sell
59,488
-751
-1% -$72.6K 0.62% 34
2025
Q2 		$5.49M Buy
60,239
+297
+0.5% +$25.6K 0.64% 30
2025
Q1 		$5.23M Buy
59,942
+1,277
+2% +$120K 0.7% 30
2024
Q4 		$5.66M Buy
58,665
+55,371
+1,681% +$5.5M 0.76% 26
2024
Q3 		$316K Buy
+3,294
New +$308K 0.05% 191
2023
Q4 		– Sell
-2,629
Closed -$205K – 233
2023
Q3 		$205K Buy
2,629
+12
+0.5% +$964 0.05% 186
2023
Q2 		$203K Sell
2,617
-93
-3% -$6.84K 0.05% 190
2023
Q1 		$201K Buy
+2,710
New +$212K 0.05% 178

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Relyea Zuckerberg Hanson's AVUV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q2 2026, buying an estimated $253K and bringing the position to 61,542 shares worth $7.68M. The position accounts for 0.64% of the portfolio, ranked #37.

Relyea Zuckerberg Hanson first reported a position in AVUV in Q1 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Relyea Zuckerberg Hanson held 61,542 shares of Avantis US Small Cap Value ETF worth $7.68M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 2,117 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $253K.
  • Avantis US Small Cap Value ETF made up 0.64% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #37 holding.
  • Relyea Zuckerberg Hanson first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.