Simplicity Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Simplicity Wealth’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	$17.7M	Buy	142,111 +10,282	+8%	+$1.23M	0.6%	32
2026 Q1	$14.6M	Sell	131,829 -1,390	-1%	-$153K	0.83%	18
2025 Q4	$13.6M	Buy	133,219 +7,684	+6%	+$769K	0.81%	19
2025 Q3	$12.5M	Sell	125,535 -124,939	-50%	-$12.1M	0.72%	22
2025 Q2	$22.8M	Buy	250,474 +137,342	+121%	+$11.8M	0.95%	18
2025 Q1	$9.86M	Buy	+113,132	New	+$10.6M	0.77%	21
2024 Q4	–	Sell	-88,090	Closed	-$8.45M	–	341
2024 Q3	$8.45M	Buy	88,090 +77,923	+766%	+$7.28M	0.78%	23
2024 Q2	$912K	Buy	+10,167	New	+$921K	0.02%	562

Other funds holding AVUV

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

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

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

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

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

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

FPAS

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

MIAS

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Simplicity Wealth's AVUV Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.8% in Q2 2026, buying an estimated $1.23M and bringing the position to 142,111 shares worth $17.7M. The position accounts for 0.6% of the portfolio, ranked #32.

Simplicity Wealth first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $22.8M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Simplicity Wealth held 142,111 shares of Avantis US Small Cap Value ETF worth $17.7M as of Q2 2026.
Simplicity Wealth bought 10,282 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.23M.
Avantis US Small Cap Value ETF made up 0.6% of Simplicity Wealth's portfolio in Q2 2026, its #32 holding.
Simplicity Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Avantis US Small Cap Value ETF position peaked at $22.8M in Q2 2025.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.