Team Hewins’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Team Hewins’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$405K	Sell	4,598 -242	-5%	-$21.4K	0.11%	31
2026 Q2	$428K	Buy	4,840 +1	+0%	+$84	0.12%	28
2026 Q1	$358K	Buy	4,839 +53	+1%	+$4.1K	0.11%	31
2025 Q4	$365K	Buy	4,786 +1	+0%	+$75	0.12%	28
2025 Q3	$352K	Hold	4,785	–	–	0.12%	26
2025 Q2	$328K	Buy	+4,785	New	+$304K	0.12%	24

Other funds holding AVSU

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Team Hewins's AVSU Position: Q3 2026 in Review

Team Hewins reduced its Avantis Responsible US Equity ETF (AVSU) stake by 5% in Q3 2026, selling an estimated $21.4K and leaving 4,598 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #31.

Team Hewins first reported a position in AVSU in Q2 2025 and has held it in 6 quarters since. The position peaked at $428K in Q2 2026. 82 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

Team Hewins held 4,598 shares of Avantis Responsible US Equity ETF worth $405K as of Q3 2026.
Team Hewins sold 242 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $21.4K.
Avantis Responsible US Equity ETF made up 0.11% of Team Hewins's portfolio in Q3 2026, its #31 holding.
Team Hewins first reported a position in Avantis Responsible US Equity ETF in Q2 2025 and has held it in 6 quarters since.
Team Hewins's Avantis Responsible US Equity ETF position peaked at $428K in Q2 2026.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Team Hewins's 13F filing for Q3 2026, filed 13 Nov 2026.