Squire Investment Management Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Squire Investment Management Company’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	$2.78M	Sell	22,285 -994	-4%	-$119K	0.67%	23
2026 Q1	$2.57M	Sell	23,279 -1,439	-6%	-$158K	0.71%	23
2025 Q4	$2.52M	Buy	24,718 +6	+0%	+$600	0.76%	23
2025 Q3	$2.46M	Buy	24,712 +299	+1%	+$28.9K	0.8%	23
2025 Q2	$2.22M	Sell	24,413 -14,179	-37%	-$1.22M	0.82%	22
2025 Q1	$3.36M	Buy	38,592 +16,775	+77%	+$1.58M	1.4%	16
2024 Q4	$2.11M	Sell	21,817 -9	-0%	-$894	0.93%	18
2024 Q3	$2.09M	Buy	21,826 +7,783	+55%	+$727K	1%	19
2024 Q2	$1.26M	Buy	14,043 +2,311	+20%	+$209K	0.71%	21
2024 Q1	$1.1M	Buy	11,732 +2,112	+22%	+$187K	0.69%	23
2023 Q4	$864K	Buy	+9,620	New	+$770K	0.7%	21

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

Squire Investment Management Company's AVUV Position: Q2 2026 in Review

Squire Investment Management Company reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.3% in Q2 2026, selling an estimated $119K and leaving 22,285 shares worth $2.78M. The position accounts for 0.67% of the portfolio, ranked #23.

Squire Investment Management Company first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q1 2025. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Squire Investment Management Company held 22,285 shares of Avantis US Small Cap Value ETF worth $2.78M as of Q2 2026.
Squire Investment Management Company sold 994 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $119K.
Avantis US Small Cap Value ETF made up 0.67% of Squire Investment Management Company's portfolio in Q2 2026, its #23 holding.
Squire Investment Management Company first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Squire Investment Management Company's Avantis US Small Cap Value ETF position peaked at $3.36M in Q1 2025.
828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.