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 Q3	$5.88M	Sell	49,889 -4,979	-9%	-$621K	2.32%	14
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Team Financial Group's AVUV Position: Q3 2026 in Review

Team Financial Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 9.1% in Q3 2026, selling an estimated $621K and leaving 49,889 shares worth $5.88M. The position accounts for 2.32% of the portfolio, ranked #14.

Team Financial Group first reported a position in AVUV in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.85M in Q2 2026. 859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Team Financial Group held 49,889 shares of Avantis US Small Cap Value ETF worth $5.88M as of Q3 2026.
Team Financial Group sold 4,979 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $621K.
Avantis US Small Cap Value ETF made up 2.32% of Team Financial Group's portfolio in Q3 2026, its #14 holding.
Team Financial Group first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
Team Financial Group's Avantis US Small Cap Value ETF position peaked at $6.85M in Q2 2026.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.