Symmetry Partners’s Avantis US Equity ETF AVUS Stock Holding History

Symmetry Partners’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
2026 Q2	$7.76M	Sell	60,603 -31	-0.1%	-$3.82K	0.4%	33
2026 Q1	$6.74M	Sell	60,634 -2,139	-3%	-$245K	0.39%	34
2025 Q4	$7.02M	Sell	62,773 -5,613	-8%	-$618K	0.42%	35
2025 Q3	$7.43M	Sell	68,386 -5,688	-8%	-$597K	0.81%	32
2025 Q2	$7.47M	Sell	74,074 -32,253	-30%	-$3.02M	0.92%	26
2025 Q1	$9.82M	Sell	106,327 -1,126	-1%	-$110K	1.37%	19
2024 Q4	$10.4M	Buy	+107,453	New	+$10.6M	1.48%	18

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Symmetry Partners's AVUS Position: Q2 2026 in Review

Symmetry Partners reduced its Avantis US Equity ETF (AVUS) stake by 0.05% in Q2 2026, selling an estimated $3.82K and leaving 60,603 shares worth $7.76M. The position accounts for 0.4% of the portfolio, ranked #33.

Symmetry Partners first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q4 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Symmetry Partners held 60,603 shares of Avantis US Equity ETF worth $7.76M as of Q2 2026.
Symmetry Partners sold 31 Avantis US Equity ETF shares in Q2 2026, an estimated $3.82K.
Avantis US Equity ETF made up 0.4% of Symmetry Partners's portfolio in Q2 2026, its #33 holding.
Symmetry Partners first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Symmetry Partners's Avantis US Equity ETF position peaked at $10.4M in Q4 2024.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.