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SHFA
SC&H Financial Advisors’s
Avantis US Small Cap Value ETF
AVUV
Stock Holding History
SC&H Financial 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
Q1
$4.48M
Sell
40,591
-490
-1%
-$54K
0.68%
22
2025
Q4
$4.19M
Sell
41,081
-713
-2%
-$71.3K
0.65%
24
2025
Q3
$4.16M
Sell
41,794
-10,299
-20%
-$996K
0.68%
22
2025
Q2
$4.75M
Buy
52,093
+865
+2%
+$74.5K
0.81%
20
2025
Q1
$4.47M
Sell
51,228
-863
-2%
-$81.1K
0.88%
20
2024
Q4
$5.03M
Buy
52,091
+1,111
+2%
+$110K
1.04%
19
2024
Q3
$4.89M
Buy
50,980
+3,827
+8%
+$358K
1.07%
17
2024
Q2
$4.23M
Sell
47,153
-114
-0.2%
-$10.3K
1.04%
17
2024
Q1
$4.43M
Buy
47,267
+2,332
+5%
+$206K
1.15%
17
2023
Q4
$4.04M
Buy
44,935
+1,585
+4%
+$127K
1.16%
17
2023
Q3
$3.38M
Sell
43,350
-512
-1%
-$41.1K
1.12%
17
2023
Q2
$3.4M
Buy
43,862
+1,782
+4%
+$131K
1.12%
17
2023
Q1
$3.12M
Buy
42,080
+2,848
+7%
+$223K
1.14%
16
2022
Q4
$2.92M
Buy
39,232
+2,807
+8%
+$211K
1.21%
17
2022
Q3
$2.41M
Sell
36,425
-17,026
-32%
-$1.24M
1.2%
18
2022
Q2
$3.65M
Buy
53,451
+3,752
+8%
+$284K
1.7%
16
2022
Q1
$3.97M
Buy
49,699
+21,567
+77%
+$1.71M
1.89%
15
2021
Q4
$2.24M
Buy
+28,132
New
+$2.24M
1.24%
17
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
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TI
Truepoint Inc
Cincinnati, Ohio
$4.48B AUM
13.76%
1-Year Est. Return
MIAS
Mason Investment Advisory Services
Reston, Virginia
$2.17B AUM
28.39%
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
FPAS
Focus Partners Advisor Solutions
Saint Louis, Missouri
$9.92B AUM
21.52%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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