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Squire Investment Management Company’s Avantis US Equity ETF AVUS Stock Holding History

Squire Investment Management Company’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
2025
Q3 		– Sell
-5,603
Closed -$565K – 69
2025
Q2 		$565K Hold
5,603
– – 0.21% 50
2025
Q1 		$518K Sell
5,603
-722
-11% -$70.4K 0.22% 47
2024
Q4 		$613K Hold
6,325
– – 0.27% 44
2024
Q3 		$602K Buy
+6,325
New +$581K 0.29% 43

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ORL
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Squire Investment Management Company's AVUS Position: Q3 2025 in Review

Squire Investment Management Company sold out of Avantis US Equity ETF (AVUS) in Q3 2025, closing a stake of 5,603 shares — an estimated $565K sold.

Squire Investment Management Company first reported a position in AVUS in Q3 2024 and held it in 4 quarters. The position peaked at $613K in Q4 2024. 482 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Squire Investment Management Company reported no remaining Avantis US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Squire Investment Management Company sold 5,603 Avantis US Equity ETF shares in Q3 2025, an estimated $565K.
  • Squire Investment Management Company first reported a position in Avantis US Equity ETF in Q3 2024 and held it in 4 quarters.
  • Squire Investment Management Company's Avantis US Equity ETF position peaked at $613K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on Squire Investment Management Company's 13F filing for Q3 2025, filed 20 Oct 2025.