Ritter Daniher Financial Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-1	Closed	-$104	–	591
2025 Q4	$104	Hold	1	–	–	﹤0.01%	592
2025 Q3	$101	Hold	1	–	–	﹤0.01%	459
2025 Q2	$92	Buy	+1	New	+$86	﹤0.01%	335
2025 Q1	–	Sell	-13	Closed	-$1.25K	–	311
2024 Q4	$1.25K	Hold	13	–	–	﹤0.01%	289
2024 Q3	$1.25K	Buy	+13	New	+$1.22K	﹤0.01%	291

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritter Daniher Financial Advisory's AVUV Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 1 share — an estimated $104 sold.

Ritter Daniher Financial Advisory first reported a position in AVUV in Q3 2024 and held it in 5 quarters. The position peaked at $1.25K in Q4 2024. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Ritter Daniher Financial Advisory reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1 Avantis US Small Cap Value ETF share in Q1 2026, an estimated $104.
Ritter Daniher Financial Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and held it in 5 quarters.
Ritter Daniher Financial Advisory's Avantis US Small Cap Value ETF position peaked at $1.25K in Q4 2024.
1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.