Schwarz Dygos Wheeler Investment Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	4,045 -5	-0.1%	-$419	0.07%	126
2026 Q1	$299K	Buy	4,050 +87	+2%	+$6.73K	0.06%	128
2025 Q4	$302K	Buy	3,963 +11	+0.3%	+$823	0.06%	132
2025 Q3	$291K	Sell	3,952 -2,034	-34%	-$145K	0.06%	133
2025 Q2	$411K	Buy	5,986 +92	+2%	+$5.85K	0.09%	112
2025 Q1	$368K	Buy	5,894 +373	+7%	+$24.7K	0.09%	118
2024 Q4	$365K	Buy	5,521 +2,049	+59%	+$137K	0.09%	116
2024 Q3	$227K	Buy	+3,472	New	+$219K	0.06%	143

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $103M AUM

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AVSU Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Avantis Responsible US Equity ETF (AVSU) stake by 0.12% in Q2 2026, selling an estimated $419 and leaving 4,045 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #126.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVSU in Q3 2024 and has held it in 8 quarters since. The position peaked at $411K in Q2 2025. 56 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 4,045 shares of Avantis Responsible US Equity ETF worth $358K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 5 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $419.
Avantis Responsible US Equity ETF made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #126 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis Responsible US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Avantis Responsible US Equity ETF position peaked at $411K in Q2 2025.
56 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.