Strategic Family Wealth Counselors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Strategic Family Wealth Counselors’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	$865K	Buy	6,934 +949	+16%	+$113K	0.2%	83
2026 Q1	$661K	Buy	5,985 +449	+8%	+$49.4K	0.17%	88
2025 Q4	$592K	Buy	5,536 +1,170	+27%	+$117K	0.13%	104
2025 Q3	$435K	Buy	4,366 +609	+16%	+$58.9K	0.11%	105
2025 Q2	$342K	Buy	+3,757	New	+$324K	0.1%	112

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

Strategic Family Wealth Counselors's AVUV Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Avantis US Small Cap Value ETF (AVUV) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 6,934 shares worth $865K. The position accounts for 0.2% of the portfolio, ranked #83.

Strategic Family Wealth Counselors first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Strategic Family Wealth Counselors held 6,934 shares of Avantis US Small Cap Value ETF worth $865K as of Q2 2026.
Strategic Family Wealth Counselors bought 949 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $113K.
Avantis US Small Cap Value ETF made up 0.2% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #83 holding.
Strategic Family Wealth Counselors first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.