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Team Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Team Financial Group’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 		$6.85M Sell
54,868
-1,854
-3% -$221K 2.91% 12
2026
Q1 		$6.27M Sell
56,722
-632
-1% -$69.6K 2.84% 13
2025
Q4 		$5.85M Sell
57,354
-1,569
-3% -$157K 2.65% 13
2025
Q3 		$5.86M Sell
58,923
-53
-0.1% -$5.13K 2.72% 13
2025
Q2 		$5.37M Buy
58,976
+4,284
+8% +$369K 2.64% 13
2025
Q1 		$4.77M Buy
54,692
+15,173
+38% +$1.43M 2.75% 12
2024
Q4 		$3.81M Buy
39,519
+29,368
+289% +$2.92M 2.19% 12
2024
Q3 		$974K Buy
+10,151
New +$949K 0.58% 19
2024
Q1 		– Sell
-235
Closed -$21.1K – 46
2023
Q4 		$21.1K Buy
235
+1
+0.4% +$80 0.02% 92
2023
Q3 		$18.2K Buy
+234
New +$18.8K 0.02% 95

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Team Financial Group's AVUV Position: Q2 2026 in Review

Team Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.3% in Q2 2026, selling an estimated $221K and leaving 54,868 shares worth $6.85M. The position accounts for 2.91% of the portfolio, ranked #12.

Team Financial Group first reported a position in AVUV in Q3 2023 and has held it in 10 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Team Financial Group held 54,868 shares of Avantis US Small Cap Value ETF worth $6.85M as of Q2 2026.
  • Team Financial Group sold 1,854 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $221K.
  • Avantis US Small Cap Value ETF made up 2.91% of Team Financial Group's portfolio in Q2 2026, its #12 holding.
  • Team Financial Group first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 10 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.