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

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.32M Sell
47,888
-1,595
-3% -$183K 1.11% 22
2025
Q4 		$5.53M Buy
49,483
+232
+0.5% +$25.6K 1.14% 19
2025
Q3 		$5.35M Buy
49,251
+1,207
+3% +$127K 1.13% 21
2025
Q2 		$4.84M Sell
48,044
-820
-2% -$76.8K 1.1% 23
2025
Q1 		$4.51M Sell
48,864
-2,761
-5% -$269K 1.07% 24
2024
Q4 		$5M Sell
51,625
-1,816
-3% -$178K 1.23% 18
2024
Q3 		$5.08M Sell
53,441
-10,488
-16% -$963K 1.27% 17
2024
Q2 		$5.77M Buy
63,929
+41,657
+187% +$3.68M 1.55% 13
2024
Q1 		$1.99M Buy
22,272
+5,072
+29% +$428K 0.56% 44
2023
Q4 		$1.4M Buy
17,200
+272
+2% +$20.6K 0.43% 47
2023
Q3 		$1.24M Buy
16,928
+2,559
+18% +$194K 0.42% 48
2023
Q2 		$1.08M Buy
14,369
+1,889
+15% +$135K 0.36% 52
2023
Q1 		$885K Buy
12,480
+804
+7% +$56.9K 0.32% 53
2022
Q4 		$794K Buy
11,676
+2,923
+33% +$200K 0.31% 56
2022
Q3 		$546K Buy
8,753
+3,732
+74% +$256K 0.24% 61
2022
Q2 		$327K Buy
5,021
+1,850
+58% +$131K 0.13% 95
2022
Q1 		$245K Buy
3,171
+443
+16% +$33.7K 0.08% 116
2021
Q4 		$219K Buy
+2,728
New +$214K 0.07% 124

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Schwarz Dygos Wheeler Investment Advisors's AVUS Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Avantis US Equity ETF (AVUS) stake by 3.2% in Q1 2026, selling an estimated $183K and leaving 47,888 shares worth $5.32M. The position accounts for 1.11% of the portfolio, ranked #22.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.77M in Q2 2024. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 47,888 shares of Avantis US Equity ETF worth $5.32M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,595 Avantis US Equity ETF shares in Q1 2026, an estimated $183K.
  • Avantis US Equity ETF made up 1.11% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Avantis US Equity ETF position peaked at $5.77M in Q2 2024.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.