Schwarz Dygos Wheeler Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q2	$12M	Buy	96,555 +538	+0.6%	+$64.2K	2.3%	10
2026 Q1	$10.6M	Buy	96,017 +2,689	+3%	+$296K	2.2%	10
2025 Q4	$9.52M	Buy	93,328 +2,739	+3%	+$274K	1.97%	10
2025 Q3	$9.02M	Buy	90,589 +3,289	+4%	+$318K	1.91%	10
2025 Q2	$7.95M	Buy	87,300 +7,193	+9%	+$620K	1.81%	10
2025 Q1	$6.98M	Buy	80,107 +2,010	+3%	+$189K	1.66%	10
2024 Q4	$7.54M	Buy	78,097 +3,171	+4%	+$315K	1.85%	10
2024 Q3	$7.19M	Buy	74,926 +17,739	+31%	+$1.66M	1.79%	11
2024 Q2	$5.13M	Buy	57,187 +5,277	+10%	+$478K	1.38%	16
2024 Q1	$4.86M	Buy	51,910 +28,936	+126%	+$2.56M	1.36%	15
2023 Q4	$2.06M	Sell	22,974 -1,743	-7%	-$139K	0.63%	37
2023 Q3	$1.93M	Buy	24,717 +1,034	+4%	+$83.1K	0.65%	38
2023 Q2	$1.84M	Buy	23,683 +1,928	+9%	+$142K	0.61%	40
2023 Q1	$1.61M	Buy	21,755 +765	+4%	+$59.9K	0.58%	42
2022 Q4	$1.56M	Buy	20,990 +1,219	+6%	+$91.7K	0.61%	39
2022 Q3	$1.31M	Buy	19,771 +7,111	+56%	+$519K	0.58%	40
2022 Q2	$865K	Buy	+12,660	New	+$958K	0.35%	57

Other funds holding AVUV

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

FPAS

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

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Schwarz Dygos Wheeler Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.56% in Q2 2026, buying an estimated $64.2K and bringing the position to 96,555 shares worth $12M. The position accounts for 2.3% of the portfolio, ranked #10.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 825 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 96,555 shares of Avantis US Small Cap Value ETF worth $12M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 538 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $64.2K.
Avantis US Small Cap Value ETF made up 2.3% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #10 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
825 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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